Industry Page 2 of 51

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“No TSMC, No NVIDIA,” Stresses CEO Jensen Huang as He Highlights the Importance of the Taiwan Chip Giant for the AI Industry

NVIDIA’s Explosive AI Chip Demand Pushes TSMC to Boost 3nm Production by a ‘Whopping’ 50%, Preparing for Next-Gen Rubin Lineup

NVIDIA CEO Jensen Huang Pushes Back on Elon Musk’s ‘Bold Plans’ to Build a Chip Fab, Saying What TSMC Does Is “Extremely Hard”

Elon Musk Hints at a Massive Intel-Tesla Foundry Deal, Saying It’s Worth “Having Discussions” With Team Blue

Person presenting AMD chip technology at a tech event.

AMD Has Multiple “OpenAI-Scale” Customers Lined Up for Its AI Chips, Reflecting Massive Interest in the Next-Gen Instinct Lineup

TSMC Initiates Work on the ‘World’s Most Advanced’ Chip Fab, Worth a Whopping $48.5 Billion for High-End 1.4nm Process

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

“China Is Only Nanoseconds Behind the U.S. in AI,” Claims NVIDIA CEO Jensen Huang as the Firm Battles a High-Stakes Business Deadlock

Person holding a chip on stage with partial text AMD.

AMD “Surprisingly” Receives Export Licenses for China-Specific Instinct MI308 AI Chips, While NVIDIA Remains in Deadlock

China Is Actually Subsidizing Electricity to Cover Up the ‘Terrible’ Power Efficiency of Domestic AI Chips, Slashing Data Center Bills by Up to 50%

Brands including Acer, ASUS, and Nvidia listed on stage.

NVIDIA’s “Made in USA” Pursuit Wouldn’t Have Been Possible Without Its Taiwanese Partners Like TSMC, Says CEO Jensen Huang

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Amazon Enters a Mega-Deal With OpenAI to Provide NVIDIA’s GB200 & GB300 AI Servers in a ‘Surprising’ Seven-Year Agreement

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

Forget China — NVIDIA’s AI Chips Are Now Heading to the UAE as Microsoft Receives ‘Pivotal’ Approval from the Trump Administration

A person in grayscale with a background of digital representations of the Chinese and U.S. flags.

NVIDIA’s Hopes of Reentering China Die ‘Once Again’ as President Trump Blocks Sale of Blackwell AI Chips to Beijing

TSMC Estimated to Raise Advanced Chip Prices By Up to 10%, Driven By ‘Gigantic’ Demand From Mobile & HPC Customers

Man in a suit stands in front of a row of server racks.

Microsoft CEO Doesn’t Want to Buy NVIDIA’s AI GPUs “Beyond One Generation,” Hints at a Compute Glut Driven by Energy Constraints

Unbranded microchip held in front of a swirling starry background.

President Trump Calls Himself a “Referee” in NVIDIA–China Hostilities as Blackwell Chip Is Brought to a Standstill by Beijing’s Reluctance

Intel's CEO Lip-Bu Tan with Intel building in background

Intel’s Potential Acquisition of SambaNova Could ‘Catalyze’ the Company’s AI Comeback — But It May Cost At Least a Hefty $5 Billion

“Biden Administration Policies Led to a 0% Market Share in China”, Claims NVIDIA’s Jensen Huang, as He Hopes for a Breakthrough in the Region

Samsung HBM4 Memory In Development For 2025 Debut: 16-Hi Stacks & 3D Packaging 1

Samsung Strikes a Crucial Deal with NVIDIA For Next-Gen HBM4 AI Memory, Validating Its Process as the Industry’s Fastest With 11 Gbps Speeds

Intel’s Ex-CEO Pat Gelsinger Praises NVIDIA’s US-Made Blackwell Wafer, Applauds Efforts to Revive Domestic Chip Manufacturing

Three people raising beer glasses at a restaurant table with a Sony handheld recorder visible.

NVIDIA’s CEO Is Apparently Having a ‘Great Time’ With Samsung & Hyundai Executives in Korea; Fried Chicken, Beers, and Plenty of Spicy Comments

A person in a shiny jacket gestures with a pen against a backdrop of Earth viewed from space, connected by glowing lines.

NVIDIA Becomes the First to Hit $5 Trillion in Market Cap as Jensen & Co. Manage to Keep Running the AI Bandwagon With Full Force

Grace Blackwell NVL72 demand presentation with graph comparing 2023-25 Hopper Lifetime to Blackwell and Rubin revenue forecasts.

NVIDIA’s CEO “Misspoke” About $500 Billion Revenue From Blackwell + Rubin In Next Five Quarters; Actual Figure Turns Out to Be Lower

Silicon wafer inside a semiconductor manufacturing machine.

American Chip Startup ‘Substrate’ Vows to End the U.S. Dependence on ASML Through a New Lithography Technique

Unbranded chip held on stage with spiral backdrop.

NVIDIA Could Receive Approval for Blackwell AI Chip in China, Marking a Major “Bonus” for Its Market Share in the Region

Unbranded chip held on stage with spiral backdrop.

President Trump to Meet NVIDIA’s CEO Jensen Huang at a Time When the U.S. & China Have Agreed on the Framework for a Trade Deal

Logos of tsmc and intel overlaid on semiconductor chip background.

Intel Foundry Reportedly in Bold Pursuit of Former TSMC Executive Who Drove the Company’s High-End Chip Breakthroughs

Intel's CEO Lip-Bu Tan with Intel building in background

Intel CEO Says U.S. Government Stake Was a “Deliberate” Move to Drive a Comeback, Comparing It to How Taiwan Supports TSMC

Qualcomm server emphasizing Rack-scale performance and Low total cost of ownership, featuring AI200 and AI250 models.

Qualcomm’s New AI Rack-Scale Solutions Actually Uses LPDDR Mobile Memory Onboard, Boldly Hoping to Take on NVIDIA and AMD

Unbranded person in a shiny leather jacket on stage with a network-themed digital background.

NVIDIA’s GTC Comes to Washington for the First Time, As CEO Jensen Huang Is Expected to Champion America’s AI Leadership

Samsung new OLED panel customer

Samsung Foundry’s Wins With Apple, NVIDIA, and Tesla Show the Korean Giant’s Determination To Challenge TSMC’s Dominance

CXMT chip on a circuit board.

China’s CXMT Ships Out HBM3 Samples to Huawei, Potentially Sorting Out a Massive Bottleneck in the Domestic AI Supply Chain

TSMC Says in the ‘NVIDIA vs ASIC War’, It Will Always Win as Customers From Both Sides Turn to the Chip Giant for Foundry Orders

Colorful silicon wafer displayed on glittery black surface.

TSMC Official Claim ‘Rare Earths’ Supply Chain Is Steady In The Shorter-Term, But Warns About Future Risks If Restrictions Continue