Industry Page 4 of 51

Unbranded server rack with cables and a server tray extended.

NVIDIA Might Switch Up Cooling Solutions With Next-Gen Rubin Ultra as It Battles Thermal Constraints

Unbranded person wearing a microphone on stage with blue background.

ARM CEO Rene Haas Claims That Time Has Punished Intel For Falling Behind the Chip Race & Now Catching Up To TSMC Is “Very Hard”

Huawei has developed its own EDA tools to mass produce the Kirin 9020

Huawei Executive Says Chip Process Isn’t Key to Scaling Compute Capabilities, Claims 3× Higher Efficiency Than NVIDIA’s H20

Intel US

Intel Is the “Insurance Policy” For Every US Fabless Chip Firms Like Apple, NVIDIA & AMD Against Supply Risks Around TSMC, Says Renowned Analyst

A person is standing on stage in front of a large digital screen displaying a futuristic architectural design.

NVIDIA’s ‘Ambitious’ Plans to Build a Taiwan HQ Reportedly Stalled by Political Disputes & Ownership Concerns

Jim Keller Says That Tenstorrent Is Going After AI Markets That Aren't "Served Well" By NVIDIA 1

‘Iconic’ Chip Expert Jim Keller Says Intel Is Being Considered For Cutting-Edge Chips, But They Have a Lot to Do to Deliver a Solid Product

SK Hynix Preps Large-Scale DRAM Price Hike, DDR5 Up To 20% Expensive 1

AI Sparks a ‘DRAM Supercycle’ After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs

Two unknown people are in front of a colorful, patterned background, with one holding an unbranded processor chip.

Intel Is Pursuing AMD To Secure It As a Foundry Customer, Implying that Team Blue Is ‘Heavily Confident’ With Upcoming 18A & 14A Nodes

Japan’s Rapidus Secures ‘Major’ American Customers for Its 2nm Process, Ramping Up the Race Against TSMC and Intel

OpenAI CEO Sam Altman says that OpenAI tried to poach his employees with extremely attractive offers

OpenAI CEO Sam Altman Pays ‘Secret Visit’ to Taiwan, Reaching Out to TSMC For the ‘Highly-Ambitious’ In-House AI Chip Project

TSMC building

TSMC Fast-Tracks Production of Cutting-Edge Nodes in The US, With A16 (1.6nm) To Now Debut a Year Earlier Amid US-Taiwan Parity Pressure

TSMC building

TSMC Would Be Wiser to Invest Directly in America, Rather Than Getting Entangled in Partnership With the Likes of Intel, Says Analyst

Technician holding a silicon wafer in a cleanroom environment, showcasing microchip technology.

TSMC’s 3nm and 5nm Production Is Reportedly Projected to Be ‘100% Booked’ by Next Year as Chips Become a Scarce Resource for Big Tech

A person in a shiny jacket gestures with a pen against a backdrop of Earth viewed from space, connected by glowing lines.

“No One Needs Atomic Bombs, Everyone Needs AI,” Says NVIDIA CEO, Highlighting the Importance of Sovereign AI for Nations Around the Globe

President Trump’s New Chip Policies Could Force TSMC to Put U.S. and Taiwan Production on Equal Footing, Or Face a Huge Tariff Shock

YMTC 128L QLC 3D NAND chip resting on an orange circuit pattern background.

China’s YMTC Is Now Tapping Into the DRAM Business, Producing It Domestically to Combat the HBM Shortage in the Region

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

After NVIDIA, Intel Is Reportedly Looking To Partner Up With Apple In a Potential Deal That Might Be Huge For The Foundry Division

Intel Reportedly Increases ASML High-NA EUV Equipment Orders, Aiming to Nail Cutting-Edge Chips Like 14A

Colorful silicon wafer displayed on glittery black surface.

TSMC Reveals Their Cutting-Edge A14 (1.4nm) Has Reached Yield Performance Ahead of Schedule & Features Huge Upgrades Over 2nm Process

Person on stage holding a large NVIDIA chip with the text Grace on the screen behind.

OpenAI Announces Integration of NVIDIA’s Vera Rubin AI Platform, NVIDIA Announces Investing a Whopping $100 Billion

Half of Taiwanese Surveyed Reportedly Believe TSMC Is Already Becoming a U.S. Foundry After Major Investments Under the Trump Administration

TSMC Has Reportedly Secured Orders for Its 2nm Node - Samsung May Not Beat Its Foundry Rival Until 2030, Claims New Report

TSMC’s 2nm Pricing Rumored to Rise by a Whopping 50%, Potentially Driving Up Consumer Product Costs Significantly

Technician holding a silicon wafer in a cleanroom environment, showcasing microchip technology.

TSMC’s 2nm Process Has Reportedly Secured up to Fifteen Customers, Ten of Which Will Use It for HPC Products, Indicating Phenomenal Demand

Samsung's 8-Layer HBM3E Passes Quality Checks For NVIDIA's AI Chips 1

NVIDIA-Samsung HBM Saga Might Have Come To Its End, As The Korean Giant Reportedly Secures ‘Pivotal’ HBM3E Qualification

NVIDIA's CEO Jensen Huang

NVIDIA CEO Jensen Huang Confirms x86 & ARM to ‘Co-Exist’ in Rack-Scale Offerings; Intel Foundry Adoption Still Remains Uncertain

President Trump wants Intel's CEO to resign

NVIDIA To Invest $5 Billion Into Intel In a Blockbuster Deal; Team Blue To Build New x86 SoCs Featuring NVIDIA’s RTX GPUs Onboard

Huawei has developed its own EDA tools to mass produce the Kirin 9020

Huawei Showcases Its ‘Highly Competitive’ AI Chip Roadmap; Ascend 950PR To Feature Self-Built HBM With Release Slated For Q1 2026

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

NVIDIA’s CEO Shows Disappointment Toward the State of the Chinese AI Market as Beijing Goes All-In Towards Relying On Domestic Alternatives

Silicon wafer inside a semiconductor manufacturing machine.

China’s SMIC Reportedly Testing Nation’s First Self-Built DUV Machine in a Major Breakthrough That Could Scale Production to 5nm

NVIDIA’s ‘China-Specific’ RTX 6000D GPUs Are Being Ignored by Domestic Customers as They Don’t Even Keep Up With the GeForce RTX 5090

TSMC’s 2nm Process Is Expected to Witness Massive Demand, Higher Than 3nm, Leading To a Much Faster Production Ramp-Up

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

NVIDIA’s China Troubles Keep On Growing, As Beijing Now Accuses The Firm Of Violating Anti-Monopoly Laws; Could Be Fined Up to $1.7 Billion

TSMC Forms A Team of 200 R&D Specialists For Silicon Photonics, Partners Include NVIDIA & Broadcom 1

NVIDIA Reportedly Set to Be TSMC’s First A16 (1.6nm) Customer, Likely Being Influenced By AMD’s Push For High-End AI GPUs

Two jars of Honey tsmc in a cardboard box with floral graphics.

TSMC Bees Are Now Officially Certified as ‘Fab Workers,’ Delivering Sweet Honey Yields Driven By Eco-Friendly Changes Within Taiwanese Facilities