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US Considers Canceling Chinese Factory Chip Equipment Waivers For TSMC, Samsung & SK hynix

Boston Hedge Funds Are Now Reportedly Wondering What’s Keeping NVIDIA Shares From Breaking Out To The Upside

Samsung is 'intensively analyzing' why Google is switching chipset production to TSMC

Samsung Is Reportedly ‘Intensively Analyzing’ Why Google Is Switching Tensor G5 And Future Chipset Production To TSMC; Industry Source States ‘Complex Problems’ Have Plagued The Korean Foundry

TSMC’s Foundry Market Share Estimated To Reach 75 Percent In 2026, With A Report Claiming That 2nm Wafer Prices Will Be Slightly Lower Than Previous Figure

ASML’s High NA EUV Machines Won’t Be As Important In Future Chip Manufacturing Says Intel Director – Report

TSMC’s Arizona Plant Successfully Ships First Batch Of NVIDIA, AMD & Apple Chip Wafers, Says Report

Apple's A20 to use TSMC's WMCM packaging and the 2nm process, but will remain exclusive to the higher-end iPhone 18 models

Apple’s A20 Rumored To Be Exclusive To The iPhone 18 Pro, iPhone 18 Pro Max And The Company’s Foldable Flagship, Will Leverage TSMC’s Advanced 2nm Process Combined With The Newer WMCM Packaging

Huawei’s New AI Chips Could Work With NVIDIA’s Chips & Compete With 2022 GPU, Says Rumor

AMD AI GPUs Can Potentially Haul In Between $10 Billion And $12 Billion In 2026

China has successfully developed the QiMeng, a chip system that uses AI to develop semiconductors

China’s Premier Science Institution Unveils QiMeng, A New System That Uses AI To Accelerate Semiconductor Design, As The U.S. Pushes Forward To End EDA Tool Sales To The Region

Demystifying the AI Chip Supply Chain – Here’s How NVIDIA & Others Rely On A Complex Web Of Companies To Make Their Chips

Exynos 2600 prototype enters mass production on Samsung's 2nm GAA process

Exynos 2600 Prototype Mass Production On Samsung’s 2nm GAA Has Reportedly Started, With The Company’s Two Divisions Focused On Improving Yields To 50 Percent

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

Huawei Has Reportedly Developed 14nm EDA Tools, Which The Company Will Employ To Mass Manufacture Its Kirin 9020, But The Company Is Still Limited To The 7nm Architecture

AMD’s Q2 2025 Consensus EPS Estimate Is Quite Low, But The Underlying Story Is Much More Nuanced

China’s Tech Titans Aren’t Buying Huawei Chips Due To Overheating Issues And NVIDIA’s Existing Ecosystem Lock-Ins Via CUDA

Goldman Sachs Says TSMC Should Face Robust Short-Term AI Demand But A Longer-Term Slowdown

Xiaomi XRING successor will not be able to take advantage of TSMC's 2nm process thanks to U.S export controls

Xiaomi Cannot Develop A Future In-House XRING Chipset Using TSMC’s 2nm Process Because Of The U.S. Crackdown On Specialized EDA Tools, Company Will Be Limited To The ‘N3E’ Node

NVIDIA Spent Nearly A Million Dollars In Just 3 Months To Lobby US Government Against Chip Sanctions

TSMC Crosses 90% 2nm Yields, Arizona US Plant Close To 100% Capacity With NVIDIA’s AI Chip Slated For Production – Reports

TSMC building

TSMC’s 1.4nm Process, Also Called Angstrom, Will Make Even The Most Lucrative Clients Think Twice When Placing Orders, With An Estimate Claiming That Each Wafer Will Cost $45,000

XRING 01 lacks any SLC cache, leaving some performance on the table

Xiaomi’s XRING 01 Die Shot Analysis Reveals That The SoC Lacks Any SLC Cache, Sacrificing Some Performance, But Eliminating Any Unnecessary Increased Power Draw During Light Workloads

TSMC is Undecided If It Wants To Make a Jump Towards ASML’s $400 Million NA Machines, With The Company Saying That Its Current Hardware Can Pursue 1.4nm Wafer Production

Piper Sandler Warns Of The “Last Wave Of Negative News” Ahead Of NVIDIA’s Pivotal Q1’25 Earnings

Intel, Qualcomm & Micron Urge Trump Administration To Exempt Chip Materials From Tariffs & Ensure Access To Foreign Markets

Google visited TSMC to secure Pixel smartphone chipset deal

Google Executives Reportedly Visited TSMC To Secure A Chipset Deal For Pixel Smartphones; Partnership May Last An Estimated Five Years, With The Tensor G5 Being The Company’s First 3nm SoC

Supermicro (SMCI) CFO Dumps 43 Percent Of His Stock Holdings

Xiaomi XRING 01 has officially been announced

Xiaomi’s XRING 01 Goes Official As Company’s First Custom 3nm SoC With 19 Billion Transistors, 10-Core Cluster, LPDDR5T Support, And A Host Of Other Impressive Specifications

This Analyst Believes NVIDIA’s Upcoming Earnings Will Disappoint, Act As A “Positive Clearing Event”

After Building US Factories, TSMC Rejects Qatar, Singapore & India’s Requests To Build Advanced Plants

AMD Thinks Each ZT Systems Engineer Is Worth $1.33 Million

Xiaomi Pad 7 Ultra uses a binned XRING 01

Xiaomi Has Also Resorted To Chip-Binning For The XRING 01, Uses A Slightly Downgraded Version With Reduced Clock Speeds For Its Flagship Tablet, The Pad 7 Ultra

MediaTek to begin 2nm chip tape-out in Q4 2025

MediaTek Announces That It Will Commence Tape-Out Of Its First 2nm Chipset In The Fourth Quarter Of 2025, As It Attempts To Obtain A Lead Against The Competition

TSMC’s US Arizona Plant Could Hike Chip Prices By As Much As 30% – Report

AMD Enters Into An Agreement With Sanmina To Sell A Part Of ZT Systems For $3 Billion, While Retaining ZT’s Server Design And Customer Enablement Expertise