The United States will impose additional tariffs on aluminum on March 12, 2025, covering 123 products including chipmaking equipment parts and aircraft components, which may deal a major blow to Japanese companies.
HSBC analyst Frank Lee: Nvidia NVL rack server shipments are expected to reach 30,000 units in fiscal 2026.
The U.S. CHIPS and Science Act is in jeopardy, and the Trump administration will lay off employees of the “subsidy” regulatory department.
Ming-Chi Kuo said that according to his latest industry survey, all new iPhone 17 series models in H2 2025 will use Apple self-developed Wi-Fi chips, which will completely replace Broadcom.
Robotics AI startup Field AI is raising a new round of funding at a $2 billion valuation.
The chip output value in Kyushu Japan has exceeded US$6.653 billion for two consecutive years.
Kioxia has developed a 332-layer NAND flash memory, which increases the interface transmission speed by 33%.
Lightmatter uses Cadence tools to build future-proof photonic chips for AI.
Jim Keller, Intel former chief silicon engineer, opposes breaking up or selling Intel business.
