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Page 17 of 57
All posts related to the industry in general.
Half of Taiwanese Surveyed Reportedly Believe TSMC Is Already Becoming a U.S. Foundry After Major Investments Under the Trump Administration
TSMC’s 2nm Pricing Rumored to Rise by a Whopping 50%, Potentially Driving Up Consumer Product Costs Significantly
TSMC’s 2nm Process Has Reportedly Secured up to Fifteen Customers, Ten of Which Will Use It for HPC Products, Indicating Phenomenal Demand
NVIDIA-Samsung HBM Saga Might Have Come To Its End, As The Korean Giant Reportedly Secures ‘Pivotal’ HBM3E Qualification
NVIDIA CEO Jensen Huang Confirms x86 & ARM to ‘Co-Exist’ in Rack-Scale Offerings; Intel Foundry Adoption Still Remains Uncertain
NVIDIA To Invest $5 Billion Into Intel In a Blockbuster Deal; Team Blue To Build New x86 SoCs Featuring NVIDIA’s RTX GPUs Onboard
Huawei Showcases Its ‘Highly Competitive’ AI Chip Roadmap; Ascend 950PR To Feature Self-Built HBM With Release Slated For Q1 2026
NVIDIA’s CEO Shows Disappointment Toward the State of the Chinese AI Market as Beijing Goes All-In Towards Relying On Domestic Alternatives
China’s SMIC Reportedly Testing Nation’s First Self-Built DUV Machine in a Major Breakthrough That Could Scale Production to 5nm
NVIDIA’s ‘China-Specific’ RTX 6000D GPUs Are Being Ignored by Domestic Customers as They Don’t Even Keep Up With the GeForce RTX 5090
TSMC’s 2nm Process Is Expected to Witness Massive Demand, Higher Than 3nm, Leading To a Much Faster Production Ramp-Up
NVIDIA’s China Troubles Keep On Growing, As Beijing Now Accuses The Firm Of Violating Anti-Monopoly Laws; Could Be Fined Up to $1.7 Billion
NVIDIA Reportedly Set to Be TSMC’s First A16 (1.6nm) Customer, Likely Being Influenced By AMD’s Push For High-End AI GPUs
TSMC Bees Are Now Officially Certified as ‘Fab Workers,’ Delivering Sweet Honey Yields Driven By Eco-Friendly Changes Within Taiwanese Facilities
NVIDIA’s AI Servers Face ‘Unimaginable Demand’ Amid Blackwell Ultra GB300 Ramp-Up as Key Supplier Quanta Reports Production Bottlenecks
Elon Musk ‘Endorses’ AMD’s AI Hardware for Small to Medium AI Models, Implying That There’s Potential to Ease Reliance on NVIDIA
With the Next-Gen MI450 AI Lineup, AMD Says There Will Be ‘No Excuses, No Hesitation’ in Choosing Team Red Over NVIDIA In AI Workloads
NVIDIA Reportedly Partnering With Kioxia to Produce SSDs Up to 100x Faster Than Standard Models, Designed for AI Workloads
Alibaba’s AI Chip Reportedly Competes With NVIDIA’s H20 & Is Already Being Used To Train AI Models; Competition in China is Growing For Team Green
Intel’s Key Lobbyist for Ohio Plant, Along With Several Project Managers, Exits Amid Slowdown of U.S. Chipmaking Ambitions
Intel’s ‘Highly Promising’ Glass Substrate Plans Aren’t Changing Anytime Soon, as Team Blue Denies Rumors of Cancellation
TSMC is Reportedly Overwhelmed by Advanced Packaging Demand, Forced to Fast-Track Production Schedules by Months
Samsung Is Reportedly Eyeing Key Orders for xAI’s First AI Chip, After Recent Success With Apple and Tesla
NVIDIA & AMD Could Be ‘Forced’ To Sell Their GPUs to American Customers First, Before Exporting Them To Other Regions
Intel’s Chip Production Isn’t Good Enough Yet, Claims Qualcomm CEO, But There’s Still a Possibility for Team Blue to Make Chips for Them
Intel Officially Hands Over Its First and Only Fab in China to SK Hynix; Here’s Why Team Blue May Have Just Dodged a Bullet
President Trump Warns Chipmakers: Face ‘Hefty’ Tariffs If You Don’t Invest in America, as U.S. Manufacturing Becomes the Top Priority
TSMC Is Not, and Will Never Be, an ‘American Foundry,’ Taiwan’s Premier Asserts, Stating U.S. Efforts Are Limited to Investments
China Reportedly Advances to 5nm AI Chips as Domestic Firms Tape Out Two New Solutions For Model Training & AI PC Workloads
SK Hynix Becomes the First In The Industry to Commercially Deploy ASML’s High-NA EUV Systems, Paving The Way For Next-Gen DRAM
Intel Reportedly Spent More on R&D Than Samsung and TSMC, But Still Struggles to Deliver a Competitive Chip Process
China’s Robot-to-Worker Density Surpasses Germany and Is Set to Overtake South Korea as the Nation Enters a ‘Robot Frenzy’
China’s YMTC Reportedly Set to Enter the DRAM Segment by Partnering with Domestic Expert CXMT, Collaborating on HBM Technologies
After Samsung & SK Hynix, TSMC Won’t Be Able To Ship Its Equipment to China As the Trump Administration Revokes Their Waiver As Well
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