Industry Page 20 of 57

All posts related to the industry in general.

TSMC building

While NVIDIA and AMD Compete Fiercely in the “AI Wars,” It’s TSMC Which is Actually Playing On Both Sides; Silently Powering Them All and Raking in Billions

NVIDIA CEO Jensen Huang Reportedly Approached Samsung Back in 2018 to Collaborate on HBM, Chip Processes, and CUDA — But Was Bluntly Rejected

Samsung Expected to Supply HBM4 Samples to AMD, NVIDIA & Other Customers This Month; Coming Head-to-Head With SK Hynix This Time

TSMC building

TSMC Eager to Build an Independent Chip Supply Chain in the U.S. Alongside Taiwan, Plans to Produce Over 30% of 2nm and Advanced Chips in Arizona

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

Taiwan’s Chip Industry Reportedly Targeted by China-Linked Hackers Amid Rising U.S. Export Restrictions on Beijing

Intel’s Next Major Event to Be Held in Phoenix, Arizona For the First Time, Signaling Its Intent to Compete With TSMC

NVIDIA Rumored to Launch “RTX 6000D” for China’s AI Market, Shipping Two Million Units by Year-End to Recover Lost Business

NVIDIA CEO Jensen Huang Claims China Doesn’t Need U.S. AI Chips for Military Power; Says Homegrown Tech Is More Than Enough

Trump Media and Technology Group

President Trump’s New Tariffs Expected to Raise Consumer Electronics Prices by Over 10%, Prompting Shifts in the PC Market

Grok AI Models Will Only be Available To Teslas Powered By AMD’s Ryzen Processors Inside, Leaving Intel-Based Units Behind

Intel’s “Mega-Plans” for U.S. Chip Production Falter as the Company Prepares for Layoffs 5x Higher Than Expected at Its Oregon Facility

NVIDIA's CEO Jensen Huang

NVIDIA’s Jensen Huang Says President Trump Is Proud of Its $4 Trillion Valuation, Downplays Tariffs as a ‘Transitory Situation’

TSMC Is One of the Biggest Beneficiaries of the AI Hype Right Now, But US Chip Tariffs Could Prove to Be Its “Kryptonite”

Intel CEO Lip-Bu Tan Reportedly Admits to Falling Behind the Competition, Saying That Turnaround Would be a Difficult Marathon

TSMC’s Chip Prices Expected to Climb Beyond Initial Estimates Amid Massive Demand & Taiwan’s Currency Gains

NVIDIA's AI Chip Renting Services In China Are Much Cheaper Compared To The US, For As Little As $6/Hr 1

The U.S. Is Considering AI Chip Restrictions on Malaysia and Thailand, Aiming to Patch Trade Loopholes That Funnel Chips to China

TSMC Receives Additional $11 Billion Funding Under The CHIPS Act, New 2nm Fab In Development 1

TSMC Has Reportedly Prioritized Setting Up Plants in the U.S. Over Other Regions Due to Fears of “Trump Tariffs”

Samsung denies delaying its Taylor plant's operational timeline

Samsung’s Taylor Facility Opening in the U.S. Reportedly Delayed To 2026 as the Korean Giant Struggles to Secure Customers

Intel’s CEO Lip-Bu Tan Looks To Adopt a More Aggressive Approach With the Foundry Division; Reportedly Cancels Glass Substrate Project

Trump Administration Could Grant Additional Tax Credits to Intel, TSMC & Micron If They Expand U.S. Manufacturing Efforts

Samsung Foundry Reportedly Eyes 2nm Orders For NVIDIA’s Next-Gen GPUs As It Hopes For a Massive Comeback

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