Google plans to sell its TPU to Meta.
Samsung groundbreaking research: NAND flash memory power consumption reduced by 96%.
Samsung and NVIDIA have completed price negotiations for HBM4, and production capacity has been expanded to 150,000 units per month.
South Korean government, together with Samsung and Hyundai, has established an AI task force to develop a plan to deploy 260,000 NVIDIA GPUs.
ASML has launched the XT:260 lithography machine, designed to improve the efficiency of advanced packaging.
Bank of America strongly supports NVIDIA: NVIDIA will continue to dominate the market until 2030, but its market share may decline slightly.
Sales of Japanese chip equipment in October 2025 has exceeded US$2.65 billion.
Nexperia Netherlands sent an open letter to the leadership of its Chinese subsidiary, urging them to help restore the supply chain.
China and EU push for progress on Nexperia case as chip supply risks persist.
