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Page 9 of 56
TSMC Reportedly Plans to Bring 3nm Production to the U.S. Nearly a Year Ahead of Schedule, to Prevent Rivals From Gaining Ground
SK hynix Plans to Make a Surprise Move Into U.S. Advanced Packaging, Aiming to Capitalize on the Region’s Urgent Need For It
Taiwan Hit by One of Its Strongest Earthquakes in Years, Yet TSMC’s Chip Operations Remain Unfazed With 70% of Equipment Operational
Huawei Now Looks to Expand AI Chip Sales Beyond China, Creating the ‘Encroaching’ Scenario NVIDIA Has Warned About
TSMC Is “Suffering From Success” in a Monopolized Chip Market, as AI Demand Has Led to Labor Shortages and Exploding CapEx Spending
No, NVIDIA Isn’t Acquiring Groq, But Jensen Just Executed a ‘Surgical’ Masterclass That No One Was Expecting
NVIDIA Plans to Make the H200 AI Chip an Appealing Option By Offering a Price That Is Too Difficult To Ignore For Chinese Customers
NVIDIA Did Test Intel’s 18A Process, But Reportedly Stopped Moving Forward, Suggesting No Foundry Deal From the AI Giant for Now
DDR4 Memory Is Back from the Dead, But Manufacturers Are Looking to Milk the Shortage by Delaying the Phase-Out Cycle
NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly
NVIDIA’s ‘Blackwell Ultra’ GB300 AI Servers to Lead the AI Infrastructure Race In 2026, As Shipments Are Projected to Double From Current Levels
“Intel’s Biggest Problem Is Being a Partner & Competitor At the Same Time”, Claims Ex-Board Member, Calling for a Foundry Spin-Off
TSMC Is Now Looking to Produce Cutting-Edge 2nm Process Technology in Japan, Likely Influenced by Rapidus’ Rising Competition
China’s Tencent Gains Access to the “Banned” NVIDIA’s Blackwell B200 AI Chips by Leveraging the Rental Loophole in U.S. Export Controls
The Tables Are Turning for Samsung in the HBM Market, as It Has Now Overtaken Micron After Recent HBM3E & HBM4 Breakthroughs
“The Biggest Threat to NVIDIA’s AI Dominance Is Google,” Says the Author of Jensen Huang’s Biography, Claiming Fear of Failure Fuels Team Green’s CEO
Despite TSMC’s Gigantic Investments, the U.S. Still Won’t Get Its Most Advanced Chips, Casting Doubt on Efforts to Build a Resilient Supply Chain
The Global Scramble for DRAM Is So Desperate That Samsung Is Now Investigating Employees for Taking Bribes to Divert Its Own Memory Supply
Intel Reportedly Draws Interest From AMD and NVIDIA in Its 14A Process for Server Offerings, as External Customers Start to Line Up
China Has Reportedly Built Its First EUV Machine Prototype, Marking a Semiconductor Breakthrough the U.S. Has Feared All Along
NVIDIA’s AI Chips Might Have a New “Challenger” Onboard, and No, It’s Not Google; OpenAI Plans to Deploy Amazon’s Trainium ASIC in a Mega-Deal
[Updated] Elon Musk Will Actually Have His Own Office at Samsung’s U.S. Chip Facility, Indicating Tesla’s Ambitions to Make Chipmaking a Priority
After Gobbling Up DRAM, NVIDIA & SK hynix Plan to Introduce an “AI SSD” With 10× Higher Performance, Ringing Alarms Over NAND Supply
Google’s TPUs Are Commanding the ASIC Market Right Now, as the Firm “Doubles” Next-Gen TPU v7e Orders at MediaTek Amid Gigantic Demand
You Might Soon See 8GB Laptops Everywhere, as Manufacturers Are Likely to Make High-RAM Configurations Unaffordable
Here’s What One of the Largest DRAM Suppliers, SK hynix, Has to Say About the Ongoing Memory Shortage and the Efforts Being Made to Sort It Out
Samsung Is in Talks With AMD to Supply 2nm Chips, Potentially for EPYC Venice CPUs, as the Foundry Emerges as a Serious TSMC Challenger
NVIDIA H200 AI GPUs Witness Massive Demand In China, Increasing Capacity To Ensure Zero Impact On US Customers
Intel’s AI Strategy Will Favor a “Broadcom-Like” ASIC Model Over the Training Hype, Offering Customers Foundry & Packaging Services
Intel’s CEO Lip-Bu Tan Faces Allegations of Steering Acquisition Deals Toward Companies Linked to His Investment Portfolio, Prompting Internal Tensions
NVIDIA’s ‘Recent’ China H200 AI Chip Approval Brings More Constraints Than Opportunities Under the New, Tougher Guardrails
NVIDIA Alone Has TSMC’s Advanced Packaging Lines Booked for Several Years Ahead, Leaving Little Room for Competitors
U.S. Authorities Bust AI Chip “Trafficking Network” Trying to Smuggle $160 Million in NVIDIA AI Chips to China by Hiding the Shipments’ Final Destination
NVIDIA Might End the ‘CUDA Moat’ With Its Latest Update, Says Chip Architect Jim Keller, Who Claims It Will Now Be Easier to Port Kernels
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