TSMC accelerates 2nm process capacity expansion.
Trump: Nvidia Blackwell AI chips will not be widely sold overseas.
Microsoft CEO Satya Nadella: Power shortages have left a large number of GPU chips idle.
Nvidia is leading the US AI industry revolution: chip production has moved to Arizona.
Luo Wei-ren, a pioneer of EUV lithography at TSMC, is about to join Intel. This deal will be extremely difficult if the US intervenes.
Demand for AI has driven the hard drive industry to record highs, and the stock prices of Seagate and Western Digital have soared as a result.
US companies have taken on $200 billion in debt for the AI sector in a single year, which could pose a systemic risk.
Elon Musk predicts that mobile apps will disappear within 5-6 years, and AI will dominate content generation.
Nvidia RTX 5090 graphics card is about to be effectively discontinued. Japanese media reported
