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Page 20 of 56
Trump Administration Plans On “Centralizing” AI Compute Power By Changing The AI Diffusion Rule; Expected To Implement a “Global Licensing Regime”
Intel Foundry Reveals Plans For “Process Leadership” At Direct Connect 2025; Unveils Cutting-Edge 14A Process Along With Advanced 18A Derivatives
TSMC Is Reportedly Skipping High-NA EUV For The A14 (1.4nm) Process; Prioritizing Cost-Efficiency Over Performance
Taiwan Now Comes After TSMC’s “Technology Transfer” Attempts; Passes a New Law To Retain Production of Cutting-Edge Nodes In The Country
Huawei’s “Next-Gen” Ascend 910D Chip To Disrupt NVIDIA’s Position In Chinese AI Markets; Set To Rival Against Hopper H100
DeepSeek R2 AI Model Rumors Begin to Swirl Online; Reported to Feature 97% Lower Costs Compared to GPT-4 & Fully Trained on Huawei’s Ascend Chips
Google Has Reportedly Ditched Samsung’s HBM3E Process As It Fails To Pass NVIDIA’s Qualification Tests; Switches To Micron Instead
Intel’s CEO Lip-Bu Tan Reportedly Met With TSMC’s CEO To Discuss Foundry Partnership; Raising Possibility of a Deal
TSMC’s Cutting-Edge SoW-X Packaging Set For Mass Production By 2027; Delivering 40x Higher Computing Power Than Current CoWoS Solutions
NVIDIA, Broadcom, Faraday & Many ASIC Clients Are In Pursuit Of Intel’s 18A Process; Chip Sampling Shows Impressive Results
Intel Reportedly Places 2nm Orders For Nova Lake At TSMC; Foundry Division Likely To Be Left Out For Now
NVIDIA and AMD CEOs Pay a Visit To Japan In Quick Succession, Meet with PM Ishiba to Capitalize on the Nation’s AI Ambitions
AMD Believes “Inference” on Mobile Phones and Laptops Is the Future; Claims It Is An Opportunity to Challenge NVIDIA’s AI Dominance
Intel’s 18A Process Outperforms Intel 3 with Breakthrough Technologies; Superior PPA & Density Scaling Credits To PowerVia
Huawei Unveils Its Next-Gen Ascend 920 AI Chip To Fill The Market Gap Created By NVIDIA; US Export Controls Are Working In Favour of China For Now
Intel’s New CEO Lip-Bu Tan Would Now Directly Handle The AI Business; Makes Financial Turnaround a Priority
NVIDIA’s CEO Jensen Huang Rushes To China To Save The AI Business; Discloses Plans To Release New “US-Compliant” AI Solutions
Intel Sees No Leverage From the Trump Administration, Now Requires Export License to Sell Gaudi Chips to China
Huawei Is Still Reportedly Sourcing Chips From TSMC For Its Ascend 910C AI Chip, Questioning The Effectiveness of US Export Controls
Huawei’s Ascend 910C AI Chip Cluster “CloudMatrix” To Outperform NVIDIA’s “Blackwell” GB200 NVL72 Systems; China Catches Up The AI Hardware Gap With The US
TSMC’s Arizona Facility Sees Massive Interest After Trump Tariffs; 4nm Pricing To Be Raised By 30% To Meet Demand
US Launches a Semiconductor Probe Into Feasibility Of Domestic Chip Production; Likely a Pre-Cursor To New & Harsh Chip Tariffs
NVIDIA To Produce AI Servers Worth Half a Trillion Dollars In The US; Blackwell Production Already Underway At TSMC Arizona
Trump Tariffs Would “Worsen” The Expansion of Chipmakers Into The US; Producing In Taiwan Still a Better Option Despite The Recent Tariffs
Apple, Dell & Major Tech Companies Managed To “Front-Run” Trump Tariffs As PC Shipments Reach Highest Levels in Four Years
Trump’s “Reciprocal Tariffs” Have Reportedly Exclude PCs & Smartphone Imports; A Major Sigh of Relief For The Consumer Market
China’s New Semiconductor Policy Could Potentially Crush Intel’s Business, As It Now Targets Firms American Chipmakers & Favours The Likes of TSMC
Micron, Samsung & Others Have Reportedly Started To Compete For HBM3E “Dominance”; All Eyes on Who Is Prioritized by NVIDIA
Is Intel’s New CEO Lip-Bu Tan Qualified To Run an American Business? Report Shows He Has Invested Over $200 Million+ In Hundreds Of Chinese Businesses
Samsung Has Achieved Massive Progress With Its 2nm Yield Rates; Apple, AMD & NVIDIA Are In The Line To Adopt 2nm From The Korean Giant
AMD’s Advancing AI Event Announced For June 12; Featuring Next-Gen Instinct GPUs & Major AI Announcements
One of the US’s Largest Custom PC Builders Expects Up to a 50% Increase in Component Prices; Says They Won’t Stay in Business If They Absorb the New Tariffs
Trump Claims He Forced TSMC Into a $100 Billion+ Investment Through a “Tariff Threat”, Which Could’ve Taxed Them Up To 100%
NVIDIA Successfully Acquires Server-Renting Startup Lepton AI; Team Green Looks Eager To Vertically Integrate The Supply Chain
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