Morgan Stanley has ranked NVIDIA as its top pick in the semiconductor industry, replacing Micron.
AMD Ryzen 5 5500X3D has been released in China, featuring a TSMC 7nm Zen 3 processor and 99MB of cache.
Foxconn, Quanta, and Wistron plan to raise $6.36 billion to meet the strong demand for AI servers and infrastructure.
It’s reported that ASML plans to expand its chip manufacturing equipment into the advanced packaging sector.
Anthropic responds to US government ban: No notification received, will take legal action.
Gartner: Rising memory costs will cause “entry-level” PCs to disappear by 2028.
MediaTek invests $90 million in Ayar Labs to seize opportunities in the optical interconnect market.
Singapore will invest an additional US$628 million, focusing on semiconductor research and innovation.
ARK: Don’t just focus on NVIDIA; custom chips are the future “big players”.
South Korea plans to establish an investment fund in Singapore to strengthen cooperation in AI.
