NVIDIA Grace CPU drives Arm server share growth.
Alibaba and Baidu use self-developed AI chips to train AI models, partially replacing Nvidia GPUs.
Malaysia restricts data center expansion, and China’s acquisition of AI chips is hindered.
China Semiconductor Industry Association: Supports the Ministry of Commerce’s anti-dumping investigation on US analog chips and calls for a fair competition environment in the industry.
The lead lobbyist and several project managers at Intel’s Ohio wafer fab have resigned.
Panasonic is investing $115 million to produce AI server materials in Thailand, with mass production expected to begin in 2028.
Samsung Display is positioning automotive OLED as its next-generation growth engine.
Natcast, the US chip law enforcement agency, will lay off a large number of employees.
TEL President Toshiki Kawai personally went to TSMC to apologize for the 2nm theft case, and the suspect may be sentenced to 14 years in prison.
