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Jefferies: NVIDIA Likely Has Between 600,000 And 900,000 H20 GPUs In Inventory, While Chinese Demand Is Around 1.8 Million Units

Tesla’s $16.5 Billion Samsung Chip Deal Is The “Bare Minimum,” Says Musk As He Confirms The Affair

Samsung secures $16.5 billion chip order deal for its 2nm GAA process

Samsung Catches Big Break In Its Quest To Compete With TSMC For Next-Generation Manufacturing Processes, Securing A Hefty $16.5 Billion Deal For Its 2nm GAA Wafers

Lip-Bu Evades Getting Booed As Intel’s Q2 2025 EPS Stinks, Revenue Surprises

Samsung-made Snapdragon 8 Elite Gen 2 could still be alive

Qualcomm Could Still Maintain Its Dual-Sourcing Approach For The Snapdragon 8 Elite Gen 2 As Tipster Claims That Samsung’s Version On The 2nm GAA Process Is Not Yet Cancelled

Meta working with MediaTek to develop 2nm AI chip

Meta’s Poaching Tactics Aside, The Company Has Reportedly Tasked MediaTek To Develop A New 2nm Chip Codenamed ‘Arke’ For AI Inference, But Estimated Launch Expected In A Couple Of Years

Intel CEO Lip-Bu Tan Faces A “Catch 22” In His Turnaround Efforts, Declares An Investment Firm

Samsung immensely focusing on its 2nm GAA technology

Samsung To Gradually Improve Its 2nm GAA Process, Prioritizing Yields And Low Cost To Become An Alternative To TSMC’s Solutions; Demand For These Chips To Last Up To Four Years

TSMC, World’s Largest Contract Chipmaker & NVIDIA AI Supplier, Could Boost Output To 200,000 Wafers Per Month – Report

SMIC's 5nm yields

SMIC’s Current 5nm Yields Rumored To Be In The 60-70 Percent Range, Making It An Exceptional Milestone To Pursue Sub-7nm Wafer Production, But Not Everyone Agrees With These Claims

NVIDIA Won’t Restart China H20 AI Chip Production, Says Report

TSMC Plans To Use Drones For Monitoring Its Arizona Factory, Says Report

Intel Short Sellers Are Warned By Major Investment Bank About Surprise Q2 Earnings Upside

Rapidus Has Reportedly Commenced 2nm GAA Wafer Trial Production In The Hopes Of Catching Up To TSMC & Samsung, Company Just Completed A Production Line Consisting Of 200 Units

Samsung Has Reportedly Begun Recruiting Staff From Its HQ To Be Dispatched To Its Taylor Plant In Texas; Personnel Are Involved In All Aspects Of Silicon Production, Hinting At Major Potential Orders

NVIDIA’s China AI GPUs Being Ordered Like Hot Cakes As Firm Starts Accepting Orders – Report

NVIDIA Scores Another Win As Malaysia Announces Chip Restrictions – Shares Gain 4.4% In Premarket

NVIDIA Jensen Huang

NVIDIA CEO Jensen Huang Goes Against MIT Research & Says AI Makes Him Smarter

Samsung requires more time to stabilize its 2nm yields

Samsung Requires More Time To Stabilize Its 2nm Yields, New Report Says Goal Of 70 Percent Is Being Targeted By The End Of 2025 To Secure Large Chip Orders From Qualcomm & Others

TSMC’s Arizona Factory For Latest 2nm Tech Could Start Production In 2027, Implies Report

Huawei Looks To Shake Up AI Chip Design To Compete With NVIDIA, Says Report

Tensor G5 could have been made using Samsung's technology, according to leaked image

Pixel 10 Prototype’s Tensor G5 SoC Has The ‘SEC’ Label Marked On It, Leaked Image Indicates That At Some Point, Google Was Testing Out Its Silicon Using Samsung’s Technology

Early iOS 18 code has revealed that Apple is working on seven different chipsets

Apple Is Working On Seven Different In-House Chipsets, With iOS 18 Code Revealing Evidence Of A19, A19 Pro, Second-Generation C2 5G Modem, M5, An A18-Based Chipset For Future Smartwatches & More

TSMC’s Under-Construction AI Plant In Taiwan Hit By Typhoon Danas

One Analyst Asserts Customers Are Only Buying AMD GPUs To “Stimulate Competition And Price-Check NVIDIA,” Channel Checks Indicate “Significant” Inventory Build

Samsung has Kicked Off Its ‘Selection And Concentration’ Strategy As It Aims To Boost 2nm GAA Yields To 70 Percent In Six Months; Customers May Have To Stick With This Technology For Three Years

TSMC Arizona’s Male Technician “Patted On The Buttocks” While Colleague Found Rubber Chicken Hanging Over His Desk, Alleges Lawsuit

Huawei's Kirin 9030 rumored to deliver a 20 percent performance improvement

Huawei’s Kirin 9030 For The Upcoming Mate 80 Flagship Smartphone Series Is Rumored To Provide A 20 Percent Performance Improvement, But Lithography Details Not Revealed

Xiaomi's XRING 02 could take longer to arrive, claims tipster

Xiaomi’s XRING 02 Could Take Longer To Arrive Because Of Intricate Verifications Needed For The Chipset To Be Outfitted In Automobiles For Multi-Platform Communication With Other Devices

Trump Administration Removes Chip Design Software Restrictions On China

Samsung reportedly wants to implement the third-generation 2nm process within two years

Samsung Reportedly Implementing Its 3rd-Generation 2nm Process, Also Known As ‘SF2P+,’ Within Two Years, As Its Primary Goal Becomes Stabilizing Yields Rather Than Jumping To Advanced Processes

Intel Might Scrap Latest 18A Technology For External Customers In Major Setback, Says Report

ASML’s Price Target Cut By BofA Due To Lower High NA Machine Demand

TSMC’s Revenue Could Sit At $160 Billion Soon, Says Analyst