TSMC: Its pricing strategy is not driven by opportunity.
Samsung is expected to deliver final verification samples of HBM4 to Nvidia in November 2025.
Micron is redesigning its HBM4 chip due to yield issues, and its supply may be delayed until 2027. Digitimes
It’s reported that Qualcomm and MediaTek are accelerating the deployment of TSMC N2P process technology, aiming to surpass Apple.
Microsoft: It will invest nearly $8 billion in its cloud computing and chip business in the UAE by 2029.
Altair, the Israeli chip company owned by Sony, will be spun off and restructured.
American software company SAS is withdrawing from the Chinese market and laying off 400 employees.
Microsoft CEO Satya Nadella: The problem facing the AI industry is not an overabundance of computing power, but a shortage of electricity.
SK Hynix announces research and development of AI-DRAM and AI-NAND.
