Industry Page 22 of 57

All posts related to the industry in general.

NVIDIA CEO Claims H20 AI GPU Ban Won’t Cut Off China From Playing The AI Game, Says DeepSeek & Huawei Are Examples Of China’s AI Brilliance

Malaysia Becomes the First Nation Outside China to Deploy Huawei’s Ascend Chips, Potentially Violating US Export Control Policies

NVIDIA's CEO Jensen Huang

NVIDIA’s CEO Claims There’s No Evidence of AI Chips Going Into China, Says Grace Blackwell Servers Cannot “Fit In Pockets” To Go Undetected

AMD Claims TSMC’s 2nm Process Is Superior To All Alternatives Out There; Reveals Possibility of Adopting Samsung As Well

NVIDIA’s CEO Reveals Next Chip For China Will Likely Be a Blackwell Model, Says H20 Cannot Be Modified Anymore

NVIDIA Plans To Develop a New R&D Facility In Shanghai As Jensen Hopes To Rescue The Firm’s Drowning Business In China

President Trump’s AI Deal With The Middle East Opens New Frontier for NVIDIA, Rivaling China; Expected To Ship Up to a Million Accelerators

China's Research Institute Advises Local Firms To Stay On NVIDIA's AI Chips, Voting Against Domestic AI Solutions 1

U.S. Lawmakers Introduce Chip Security Act to Prevent NVIDIA’s AI Chips From Reaching China; Proposes Chip Tracking & Kill Switch As Possible Measures

Intel US

Intel Says Upcoming 18A & 14A Chips Have “Limited Customer Commitments”; Foundry Division To Achieve Breakeven By 2027

Huawei Strengthens Its Grip Over The Chip Supply Chain; Now Reported To Operate Over 11 Fabs Across China Producing Foundry & DRAM Products

President Trump’s Version of the “AI Diffusion” Rule Will Target China’s AI Capabilities; Using Huawei’s Chips Now Considered a Violation

Samsung to directly compete against Apple with 3nm Exynos chips for Galaxy S25 models

Samsung’s 2nm Will See Adoption By NVIDIA For Its Consumer/AI GPUs, Yield Rate Witnesses Phenomenal Progress

TSMC’s US Operations Are Booming Right Now As All Fabs Are Reported To Be Fully Booked; Intel Foundry On The Sidelines For Now

U.S. & China Have Agreed On Major Tariff Reductions For 90 Days — What Does It Mean for the PC Consumer Market?

NVIDIA's H20 AI Accelerators Might Face The Next "US Ban", Team Green Stops Taking New Orders In China 1

NVIDIA Rumored To Release a New H20 AI GPU Model With Further “Cut-Down” Specifications, Complying With New US Export Controls

Intel Aims For Leadership In 2025 As Both Panther Lake & Clearwater Forest "18A" CPUs Now Booted-On & Showing Good Health 1

Intel Secures “Decisive Contract” With Microsoft For Its 18A Process; Google, NVIDIA & Many Others Now In Line To Adopt The Node

TSMC Claims It Cannot Guarantee Whether Its AI Chips End Up In China, Raising Questions On Effectiveness of Export Controls

The US Could Tackle NVIDIA AI Chip Smuggling To China By Integrating a “Kill Switch” & Tracking GPUs After They Are Sold

NVIDIA CEO Jensen Huang “Mega-Taiwan” Visit Returns; Expected To Host a “Trillion Dollar” Dinner & Roam Around To Experience Taiwan Street Food

Apple, Qualcomm and MediaTek could be forced to increase its chipset prices next year because they will shift to TSMC's 2nm process

TSMC’s 2nm Process Said to Witness ‘Unprecedented’ Demand, Exceeding 3nm Due to Interest from Apple, NVIDIA, AMD, & Many Others

3nm wafer

AMD Reportedly Ditches Samsung Foundry as Its Partner; Rumored to Shift 4nm Orders To TSMC Arizona For EPYC Server CPUs

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