ASML has released good news, and the market is optimistic about TSMC accelerated expansion of 2nm production capacity.
TEL opened a new R&D center in Kumamoto, targeting 1nm-level chip equipment.
Nscale plans to build a large AI data center for Microsoft in Texas, about 104,000 of Nvidia GB300 chips will be deployed.
Poolside and CoreWeave plan to build a large data center in West Texas.
Intel has launched its latest AI data center GPU, “Crescent Island”, expected to provide customer samples from H2 2026. Relevant supply chain information has not yet been disclosed.
It is expected that the wafer foundry capacity utilization rate will be better than expected in H2 2025, and some processes are planned to increase prices. TrendForce
Benson extended an olive branch: If China abandons its rare earth restrictions, US is willing to extend the suspension of tariffs.
LG Display issues letter to prevent leak of W-OLED technology.
Apple officially released the M5 chip and launched three new products.
