The global semiconductor market will grow 11% to $697.1 billion in 2025, driven by AI data centers, while demand related to electric vehicles and smartphones remains stagnant.
The price/performance ratio of Nvidia RTX 50 series graphics cards exceeded expectations. Gigabyte, MSI, and ASUS have all launched new products.
Zuckerberg: Meta may develop an AI programming agent in 2025 that will be at the level of a mid-level software engineer.
Intel confirms it will spin off its RealSense depth camera business in mid-2025.
It is reported that Samsung has significantly reduced its NAND flash memory production capacity in Xi’an, China and the monthly wafer output will drop to 170,000 pieces.
It is rumored that TSMC 2nm process is undergoing trial production in Kaohsiung, and the first batch of customers include Apple, Nvidia, AMD, Qualcomm, and MediaTek.
Nvidia potential market size is nearly $2 trillion, Bank of America reiterates buy rating.
Apple has invested in the field of humanoid robots and has cooperated with Carnegie Mellon University in the United States to develop the humanoid robot “ARMOR”. Through AI training and the use of key time-of-flight (ToF) components, the real simulation degree has been greatly improved and the probability of collision has been reduced. The development is now very complete and it is very likely to be put into mass production in the future. It is expected to be assembled by Foxconn and the shell will be supplied by Foxconn. Besides, Taiwan three major gallium arsenide companies, Visual Photonics Epitaxy Co., Ltd, WIN Semiconductors and ADVANCED WIRELESS SEMICONDUCTOR COMPANY, all have supply capabilities and are already Apple’s key ToF partners, and are expected to follow up and seize Apple’s humanoid robot business opportunities.
U.S. Secretary of Commerce: TSMC Arizona factory has begun producing 4nm chips.
