Industry Page 19 of 56

All posts related to the industry in general.

Samsung Foundry Would No Longer Compete For The “Node Supremacy” Race With TSMC; Announces a Huge Delay With 1.4nm Node

OpenAI Says “Someone Has Broken Into Our Home” Amid Reports of Meta Poaching Talent; Now Plans to Reconsider Compensation

China Could Become the World’s Largest Chip Foundry by 2030, Surpassing South Korea and Taiwan in Production Capacity

TSMC’s Arizona Fab Accelerates 3nm Efforts Amid Huge Demand From Big Tech; Mass Production Now Expected By 2027

TSMC building

TSMC Arizona Chips Are Reportedly Being Flown Back to Taiwan For Packaging; U.S. Semiconductor Supply Chain Still Remains Dependent on Taiwan

President Trump’s AI Chip Export Controls Have Forced China’s DeepSeek to Derail the Release of Their Next Big “R2” AI Model

Intel’s Ousted CEO Pat Gelsinger Says He Wasn’t Allowed to Finish What He Started, Claims Decision to Step Down Was Forced by External Powers

Intel & NVIDIA Chips Still In Use Openly For Chinese Military & Nuclear Research 1

China to Retaliate Against Taiwan’s Decision to Blacklist Huawei and SMIC, Claims the Move Shows Taiwan’s Loyalty to the Trump Administration

DeepSeek revolutionizing LLMs

China’s DeepSeek Is Reportedly Powering Military Operations With “Illegally Sourced” NVIDIA H100 AI Accelerators

TSMC 2nm yields are now well above 60 percent claims analyst

Samsung Is Reportedly Struggling With High-End Nodes as 1.4nm Gets Delayed to 2028, Focus Now Shifted Towards the 2nm Process

Samsung denies delaying its Taylor plant's operational timeline

Samsung Expected to Beat TSMC By Becoming the First Foundry to Introduce Cutting-Edge 2nm Process in the US, With Mass Production at Taylor Facility by Q1 2026

Closed-Source Meets Open-Source: Microsoft’s Founder Bill Gates and Linux’s Creator Linus Torvalds Cross Paths For The First Time in 50 Years

SoftBank CEO Wants To Create a Trillion-Dollar “Crystal Land” In Arizona Which Will Drive Up the US Dominance In The AI Sector; TSMC & NVIDIA to Be Potentially Onboard As Well

SK Hynix Initiates Supply of Next-Gen HBM4 To NVIDIA For NVIDIA Rubin AI GPUs; Once Again Dominates the HBM Market, Defeating Micron & Samsung 1

SK Hynix Initiates Supply of Next-Gen HBM4 To NVIDIA For Rubin AI GPUs; Once Again Dominates the HBM Market, Defeating Micron & Samsung

TSMC’s Phenomenal 2nm Yield Rates Would Likely Put Alternatives From Samsung & Intel Foundry Way Behind; Apple, NVIDIA & AMD to Be Major Customers

China To Provide Large-Scale Subsidies For Local AI Chips, Encouraging Domestic Adoption 1

After Smuggling Chips, China’s AI Engineers Now Sneak Hard Drives Into Malaysia to Train AI Models Using Rented NVIDIA High-End AI Chips

Europe Makes Its Move in the Chip Race as France’s President Macron Now Hopes To Convince TSMC/Samsung To Set Up Cutting-Edge Facilities

AMD Expected to Break NVIDIA’s AI Monopoly With Next-Gen Instinct MI500 Accelerators & EPYC “Verano” CPUs, Set to Compete Against Vera Rubin Lineup

Samsung Has Reportedly Failed To Pass HBM3E Memory Qualification Tests Set By NVIDIA 1

Samsung’s HBM3E Process Witnesses a Massive Breakthrough As It Sees Pivotal Adoption From AMD’s Latest Instinct MI350X AI Accelerator

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

NVIDIA Becomes Gloomy About Its AI Business Prospects in China; Team Green Will No Longer Include the Region in Revenue Forecasts If US Export Controls Remain

AMD’s CEO Lisa Su Believes AI Data Center Accelerator Market Will Scale Up to $500 Billion By 2028, Driven By Demand For Inferencing

President Trump’s “Made in USA” Narrative Might Have Failed For the iPhone, But The U.S. Is Expected to Meet Up to 50% of Domestic Chip Demand by 2032, Thanks to TSMC Arizona

AMD's Instinct MI300X AI Throughput Performance & Latency Improved By 7x With GEMM Tuning 1

AMD’s Instinct MI350 Series AI Accelerator To Launch This Week; Team Red Targets a Whopping 30x Increase In Energy Efficiency By 2025

TSMC 2nm yields are now well above 60 percent claims analyst

TSMC Manages to Maintain the Crown in the Foundry Market as Samsung Is On Track to Be Replaced by China’s SMIC in Chip Market Share

U.S. Unlikely to Lift H20 AI Accelerator Export Restriction on China; Could NVIDIA Turn to Blackwell “GDDR7” AI Chips Instead?

NVIDIA’s Next-Gen Rubin AI Accelerators To Enter The Market as Soon As September, Just Six Months After Blackwell Ultra

NVIDIA Gets The "Green Signal" By US To Sell Cutting-Edge H100 AI GPUs To The UAE Firm G42 1

The Trump Administration is Still Hesitant To Supply NVIDIA’s High-End AI Chips To Middle East, Fearing a Potential Tech Transfer to China

NVIDIA's CEO Jensen Huang

NVIDIA Next Place of Business After Middle East Is The EU; CEO Jensen Huang Set To Announce Germany’s Biggest “AI Factory” Next Week

U.S. Commerce Secretary Howard Lutnick Says China Is Far Behind in the Chip Race As U.S. Export Controls Manage to Stall Beijing’s Progress

More AI Engineers Are Now Working for Huawei, Says NVIDIA’s Chief Scientist Bill Dally, Warning That Chinese Competition Is Closing In

TSMC’s CEO Says It Will Always Win In The AI Chip Race, Claiming That Big Tech Has No Option Other Than The Taiwan Giant

Intel & NVIDIA Chips Still In Use Openly For Chinese Military & Nuclear Research 1

US’s Decision to Ban The Sale of Chip Design Equipment To China Puts The Trade Deal at Jeopardy; China’s Domestic Alternatives To Now Gain Attention

NVIDIA's CEO Jensen Huang

NVIDIA’s CEO Confirms Huawei’s “CloudMatrix” AI Cluster Now Competes With Grace Blackwell; Says There’s No Stopping Them

New flagship Kirin chipset being prepared by Huawei, claims tipster

Huawei Expected to Break Semiconductor Barriers with Development of High-End 3nm GAA Chips; Tape-Out by 2026