Industry Page 22 of 56

TSMC-Trump Deal Makes Taiwan Even More Fearful of a US “Technology Transfer”; Officials Claim Taiwan Will Lose Its Status As The Dominant Chip Country

TSMC Is Apparently Interested In a “Joint Venture” Deal With Intel Foundry; Talks About Its Plans With NVIDIA, Broadcom & AMD

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

Huawei’s Ascend 910C, China’s Best AI Chip, Is Set To Overthrow The Dominance of NVIDIA’s H100s In Domestic Market; Here’s a Rundown Of Alleged Specs

NVIDIA's "Blackwell Ultra" GB300 AI Servers Expected To Debut By Mid-2025, Featuring "Fully-Liquid" Cooling & Much Higher Performant 1

NVIDIA’s “Blackwell Ultra” GB300 AI Servers To Mark The Transition Towards Fully Liquid-Cooled AI Clusters; Set To Be Unveiled At GTC 2025

Trump Claims US Lost Chip Business After Intel’s Andy Grove, Blames Past Administrations For Letting Taiwan Steal US Tech

Intel Manages To Dodge A Massive Shareholder Lawsuit; One That Triggered The “Bear Run” In 2024

TSMC-Trump Deal Won’t Rule Out “Chip Tariffs” on Taiwan; Electronics Devices Using TSMC Chips Might Witness Up To 100% Tariffs

NVIDIA’s CEO Jensen Huang Addresses CoWoS Order Cut Rumors; Claims Lower Figures Are Simply Due To The Switch Towards CoWoS-L

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

NVIDIA & Broadcom Are Reportedly Testing Out Intel’s 18A Process; Fate of Intel Foundry Now Seems To Be Full of Optimism

China Claims Taiwan Is Giving Away Its Semiconductor Technology As “Souvenirs” To The US, Says TSMC Will Evolve Into US-Dominant Entity

NVIDIA's Entire Blackwell AI GPU Supply Sold Out For The Next 12 Months, AI Firms Gobble Up 100K Units In A Single Order Highlighting Insane Demand 1

NVIDIA’s CEO Jensen Huang Confirms Blackwell Ultra & Vera Rubin AI Architectures To Be On-Track; Ready To Unleash Their Might On GTC 2025

Intel’s 18A Process Reportedly Shows “Disappointing” Yield Rates As They Are Now At 20%-30%, Making Mass-Production Impossible

Intel US

Intel’s Ex-Exec Raja Koduri Says “You Don’t Learn Without Shipping”; Gives A Rundown Into What’s Wrong With Team Blue & How Intel Is Held Back By Bureaucratic Snakes

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

Intel’s 18A Process Is “Finally Ready” After Years of Wait; Team Blue To Tape-Out Chips By H1 2025 & Likely Disrupt The Industry

NVIDIA’s CEO Jensen Huang Addresses The “DeepSeek Fiasco” For The First Time; Says Investors “Overreacted” & “Got It All Wrong”

Samsung employees have started to apply to other companies

Samsung’s Former Employee Faces “Highest-Ever” Criminal Sentence For Leaking 18nm Chip Secrets to China

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 Reportedly Comes With SRAM Density On-Par With TSMC’s N2; Team Blue Gearing Up For A Phenomenal Comeback

China’s AI Clusters Were Reported To Be Only 20% Utilized Prior To The Release of DeepSeek’s AI Models

Intel US

A “Great” Intel Should Be Worth $1 Trillion; Claims Chip Expert Jim Keller, Calling Business Split-Off A “Fire Sale”

Acer Becomes The First Manufacturer To Announce 10% Price Increase On Consumer Products Amid Trump Tariffs; ASUS, HP & Dell To Likely Follow

NVIDIA & Memory Partners Rumored To Be Developing “Compact” SOCAMM Modules, Focused Towards Personal AI Supercomputers

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

Intel’s 18A Process Shows “Great Performance” As Initial Panther Lake SoCs Are Reported To Be Finally Up & Running

Here’s How The Trump Administration Is Leading A Massive Comeback For Intel & Its Foundry Business; TSMC-Broadcom To Now Be Involved In The Race

DeepSeek revolutionizing LLMs

DeepSeek Is Reportedly Exploring To Develop In-House AI Chips; Stepping Into The Computational Race As Well

US Reportedly Provides TSMC with Three Proposals For Future US Presence, Including Potential Technology Transfer to Intel

MediaTek and NVIDIA co-developing a Snapdragon X Elite competitor

NVIDIA x MediaTek Are Now Rumored To Develop An AI Smartphone Chip; PC Chip Slated For Computex 2025

TSMC Now Working Towards Developing An Advanced Chip Packaging Facility In The US, Likely To Avoid Trump Tariffs & Appease Administration

Samsung Is Reportedly Redesigning Its 1c DRAM Process To Achieve Improved Yield Rates; Will Decide How HBM4 Turns Out

TSMC To Scale Up Investments On Its Arizona Facility, Likely To Drive Up Production Figures & Align With Trump’s Ambitions

Chinese OLED manufacturer BOE might end up losing iPhone orders from Apple as the company cannot seemed to improve the quality of its panels

Apple Display Supplier BOE Once Again Reported To Be Risking Its Business With The iPhone Maker Due To Quality Control Issues, Only Fulfilling 20 Percent Of Its Panel Orders

TSMC To Restrict Orders Below 16nm From China Given That They Don’t Comply With New US Regulations

iOS Software Engineer Issues Apology After Lawsuit Filed Against Him For Leaking Details About The Apple Vision Pro And Several Products, Policies Was Dropped

Chinese GPU Manufacturers Push Out Support For Running DeepSeek’s AI Models On Local Systems, Intensifying the AI Race

ARM no longer wants to terminate Qualcomm's chip license agreement

ARM Ends Its Pursuit Of Trying To Revoke Qualcomm’s Chip Design License, Latter’s Chief Executive Confirmed The News To Analysts