Industry Page 5 of 51

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

NVIDIA’s AI Servers Face ‘Unimaginable Demand’ Amid Blackwell Ultra GB300 Ramp-Up as Key Supplier Quanta Reports Production Bottlenecks

Close-up of a powerful GPU chip with intricate design, emphasizing advanced technology and innovation.

Elon Musk ‘Endorses’ AMD’s AI Hardware for Small to Medium AI Models, Implying That There’s Potential to Ease Reliance on NVIDIA

With the Next-Gen MI450 AI Lineup, AMD Says There Will Be ‘No Excuses, No Hesitation’ in Choosing Team Red Over NVIDIA In AI Workloads

NVIDIA Reportedly Partnering With Kioxia to Produce SSDs Up to 100x Faster Than Standard Models, Designed for AI Workloads

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

Alibaba’s AI Chip Reportedly Competes With NVIDIA’s H20 & Is Already Being Used To Train AI Models; Competition in China is Growing For Team Green

Intel US

Intel’s Key Lobbyist for Ohio Plant, Along With Several Project Managers, Exits Amid Slowdown of U.S. Chipmaking Ambitions

Intel’s ‘Highly Promising’ Glass Substrate Plans Aren’t Changing Anytime Soon, as Team Blue Denies Rumors of Cancellation

TSMC building

TSMC is Reportedly Overwhelmed by Advanced Packaging Demand, Forced to Fast-Track Production Schedules by Months

Man in a suit in front of a building with partial SANG visible on glass.

Samsung Is Reportedly Eyeing Key Orders for xAI’s First AI Chip, After Recent Success With Apple and Tesla

NVIDIA graphics card model A800 overlaid on U.S. and Chinese flags.

NVIDIA & AMD Could Be ‘Forced’ To Sell Their GPUs to American Customers First, Before Exporting Them To Other Regions

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 Chip Production Isn’t Good Enough Yet, Claims Qualcomm CEO, But There’s Still a Possibility for Team Blue to Make Chips for Them

Intel Officially Hands Over Its First and Only Fab in China to SK Hynix; Here’s Why Team Blue May Have Just Dodged a Bullet

President Trump Warns Chipmakers: Face ‘Hefty’ Tariffs If You Don’t Invest in America, as U.S. Manufacturing Becomes the Top Priority

TSMC Is Not, and Will Never Be, an ‘American Foundry,’ Taiwan’s Premier Asserts, Stating U.S. Efforts Are Limited to Investments

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

China Reportedly Advances to 5nm AI Chips as Domestic Firms Tape Out Two New Solutions For Model Training & AI PC Workloads

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

SK Hynix Becomes the First In The Industry to Commercially Deploy ASML’s High-NA EUV Systems, Paving The Way For Next-Gen DRAM

Intel Reportedly Spent More on R&D Than Samsung and TSMC, But Still Struggles to Deliver a Competitive Chip Process

Yaskawa robotic arms operate on an assembly line with a worker placing materials.

China’s Robot-to-Worker Density Surpasses Germany and Is Set to Overtake South Korea as the Nation Enters a ‘Robot Frenzy’

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

China’s YMTC Reportedly Set to Enter the DRAM Segment by Partnering with Domestic Expert CXMT, Collaborating on HBM Technologies

TSMC building

After Samsung & SK Hynix, TSMC Won’t Be Able To Ship Its Equipment to China As the Trump Administration Revokes Their Waiver As Well

Man holding a signed photo alongside two others in a well-lit room.

Rumors of NVIDIA CEO’s Visit to TSMC Over a ‘Profit-Sharing’ Deal With President Trump Are False, as the Taiwan Chip Giant Fully Denies Them

TSMC building

TSMC is Set To Raise Prices of Cutting-Edge Chips By Up To 10%, As It Tries to Maintain Profit Margins With ‘Hefty’ US Tariffs

Samsung's true success in the cutting-edge foundry business lies with its second-generation 2nm process

Rapidus’ 2nm “2HP” Process Will Reportedly Compete With TSMC’s N2 in Logic Density, Also Beating Intel’s 18A by a Huge Margin

Samsung, SK Hynix & Intel Barred From Using U.S. Technologies in Chinese Facilities, Potentially Losing Access to the World’s Largest Chip Market

Samsung’s Taylor Facility Is Back on Track as the Korean Giant Resumes Investments to Build Cutting-Edge 2nm Production Lines

Alibaba Reportedly Develops New AI Chip To Counter NVIDIA’s Uncertainty as Beijing Pushes Harder for Independence in AI Tech

NVIDIA's CEO Jensen Huang

NVIDIA’s Cutting-Edge Rubin AI Chips Could Roll Out From TSMC By Year-End, As Jensen Sets a Pace No Rival Can Match

Intel CEO and President Trump

Intel Receives $5.7 Billion in CHIPS Act Grants Under the Deal With President Trump as Team Blue Bets Big on Its Foundry Division

A person holds an unbranded chip in front of a Singapore flag backdrop.

NVIDIA’s Singapore Revenue Hits Record High, Now Second to the U.S., Though the Nation Remains a ‘Transshipment Hub’ & Not a True Consumer Market

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

NVIDIA Still Fails To Sell H20 AI GPUs to China Despite Approval From the Trump Administration, Indicating the Deadlock Is Far From Over

TSMC Reportedly Won’t Be Significantly Affected by U.S. Chip Tariffs, Since the Taiwan Giant Sells Only 1% of Its Products Directly to American Entities

China Is Expected to Significantly Increase AI Chip Production in the Coming Years as Beijing Aims for ‘100% Self-Sufficiency’ By 2027

TSMC building

Big Tech’s Frenzy for TSMC’s ‘Made in USA’ Chips Has Forced the Company to Rush Overall Production Ahead by a Whopping Four Quarters

Intel CEO and President Trump

The Trump Administration Will Reportedly Aid Intel in Producing Its Advanced Chips in the U.S., Including Reaching Out to Major Customers