TSMC and Broadcom may become the biggest winners in the custom chip market. Counterargument
NVIDIA plans to invest $20 billion in OpenAI.
AMD MI308 chip is expected to generate $390 million in revenue in China in Q4 2025, but warnings uncertain prospects for the Chinese market.
INTEL unveils comprehensive GPU strategy; Lip-Bu Tan announces appointment of new chief architect.
Texas Instruments is in talks to acquire chip design company Silicon Laboratories for approximately $7 billion.
Reports indicate that Ford and Geely are in talks regarding manufacturing and technology cooperation.
Renault will assemble electric vehicle engines in France, with components supplied by China.
NAND flash memory prices will increase by more than 40% quarter-on-quarter in Q1 2026. Counterpoint
INTEL Lip-Bu Tan: Memory chip shortage will continue until 2028.
