Industry Page 23 of 57

All posts related to the industry in general.

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

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's HBM3E Memory Boosts Capacities Up To 36 GB With 12-Hi Design, 9.2 Gbps Speeds, 1.2 TB/s Bandwidth 1

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

Japanese Semiconductor Giant Rapidus Accelerates Efforts On 2nm Process Amid Interest From Google & Apple; Mass-Production Expected By 2027

Intel US

Here’s Why a TSMC Deal Won’t Do Much for Intel’s Foundry Division; It’s Like Merging Two Separate Worlds

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

NVIDIA’s H20 Experiences “Shocking” Demand From China; Local Tech Giants Order Up to $16 Billion in Accelerators Amid AI Craze