Industry Page 21 of 56

All posts related to the industry in general.

US Administration Expected To Impose Harsh Chip Tariffs Soon; Commerce Department Apparently Sees No Resentment On Upcoming Semiconductor Policies

Huawei might have to team up with Korean firms for chip shipments

Huawei Is Reportedly Building a “Mega Chip Facility” In China; Will Play a Key Role In Reducing Chip Dependence on Foreign Entities

Jensen Huang Now Earns 166 Times More Than The “Average” NVIDIA Employee; Sees an Increase In Base Salary After a Decade

Huawei Will See Massive Demand For Its AI Chips Globally If NVIDIA Continues To See Pressure From US Export Policies, Claims CEO Jensen Huang

NVIDIA’s Chips Have Apparently Been Smuggled To China Through Live Lobsters & Other “Shady” Techniques, Claims Amazon-Backed Anthropic

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

NVIDIA Is Reportedly Developing New Chips For China; Will Likely Introduce The Blackwell AI Products Into The Markets As Soon as June

President Trump Says Samsung Is Planning a “Massive Investment” In The US, Calls It an Aftermath Of His Tariff Policy

Samsung’s HBM4 Memory Reportedly Attracts Interest From NVIDIA, Google & Broadcom; Korean Giant Hopes to Turn Around HBM Business

NVIDIA CEO Jensen Huang Says President Trump Should Rethink AI Export Controls, Claims Wrong Policy Will Give China An Edge

Huawei Starts Delivering Its CloudMatrix 384 AI Clusters To Chinese Customers; Costs Three Times Higher Than NVIDIA’s GB200 NVL72 System

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 Preps Ascend 910C To Tackle NVIDIA's H100 In China's Domestic AI Market 1

Huawei’s “Next-Gen” Ascend 910D Chip To Disrupt NVIDIA’s Position In Chinese AI Markets; Set To Rival Against Hopper H100

DeepSeek transferred user data without permission, claims South Korean data protection authority

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

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

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

Intel Panther Lake CPU Power Ratings Detailed: 25W H-Series, Performance Mode With Up To 64W at PL2 1

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 & AMD To Establish New R&D Facilities In Taiwan For Next-Gen AI & Semiconductors 1

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 18A Process Node Offers 25% Higher Frequency At ISO & 36% Lower Power At Same Frequency Versus Intel 3, Over 30% Density 1

Intel’s 18A Process Outperforms Intel 3 with Breakthrough Technologies; Superior PPA & Density Scaling Credits To PowerVia

Optica faces deeper investigation for its former alliance with Huawei

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 CEO Jensen Huang Responds To The Intel-AMD "x86 Alliance", Says It Is Necessary To Keep The Architecture Alive 1

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