Musk criticized the funding of the “Stargate” AI project as false, and OpenAI Altman fought back.
The earthquake in Taiwan, China has affected TSMC production, and 20,000 wafers may be scrapped.
Samsung slashed its foundry investment by more than 50% in 2025.
SK Hynix 2024 fiscal year: net profit of US$13.77 billion, profit margin of 30%.
Google is said to be planning to invest $1 billion in Anthropic.
Samsung new flagship S25 series uses the latest Qualcomm Snapdragon 8 Elite chip exclusively manufactured by TSMC for the first time.
TrendForce: In 2025, the NAND Flash industry will continue to face the dual pressures of weak demand and oversupply. Micron, Kioxia/SanDisk, Samsung, SK Hynix/Solidigm, etc. have also initiated production cuts.
HTC said it will sell part of its extended reality (XR) headset and glasses division to Google for $250 million and transfer some employees to the U.S. company. The deal is expected to close in Q1 2025.
ByteDance has launched a long-term AGI research program codenamed Seed Edge.
Jensen Huang said: “We are re-creating the computer. The computer no longer needs (human) coding, but uses machine learning. The software it creates is not just a software program, but artificial intelligence. We are at the beginning of a new era of computing.”
