It’s reported that INTEL and AMD have signed long-term server CPU orders with Chinese customers.
Bank of America predicts that by 2030, ARM-based CPUs will account for 50% of server CPU revenue.
Musk: Micron has allocated a large number of memory chips to Tesla on “very reasonable” terms.
Google Cloud service backlog rises to $514 billion.
US Federal Communications Commission passed new regulations that prohibit equipment containing key components from high-risk Chinese companies from entering the market.
GlobalWafers: Fire breaks out at Novara, Italy, halting 8-inch wafer production line.
Head of Foxconn’s electric vehicle division said that autonomous driving will become more widespread than expected, and Level 4 autonomous driving may become mainstream by 2040.
AMD will invest up to $5 billion in Anthropic and also reached a computing power supply partnership agreement.
It’s reported that Samsung plans to purchase 50 Besi D2W hybrid bonding machines in bulk.
