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Semiconductor
Page 12 of 17
Mizuho: Huawei Will Likely Sell Over 700,000 Units Of Its Ascend 910 Series Chips In 2025, Despite SMIC’s “Fairly Low” Yields Of ~30 Percent
Xiaomi CEO Officially Announces The XRING 01, The Company’s First In-House Chipset After Many Years, But Apart From The Launch Date, The Specification Details Are Kept In The Dark
Supermicro (SMCI) Is On A Hiring Binge In Saudi Arabia After Inking A Massive $20 Billion Deal
AMD Increases Its Share Buyback Authorization By $6 Billion After Buying Back $749 Million Worth Of Shares Last Quarter
Huawei’s Chipmaking Partner SiCarrier Reportedly Seeks $2.8 Billion In Funding As It Attempts To Compete With ASML; Most Products Have Yet To Enter Production
NVIDIA And AMD Partner With A Saudi PIF Subsidiary To Build AI Factories With “Several Hundred Thousand Of NVIDIA’s Most Advanced GPUs,” AMD And HUMAIN To Invest $10 Billion
Samsung Reportedly Signed A Contract With Qualcomm To Place Orders For ‘Leading-Edge’ Products, But The Rumor Does Not Mention If It Was For The Snapdragon 8 Elite Gen 2
Apple Could Order A Whopping $60 Billion In Chips From TSMC In 2025 Believe Analysts
Chinese Chip Giant SMIC Shaken By Tariffs But Still Plans To Spend $7 Billion In 2025 To Make More Chips
Huawei’s Kirin X90 Partial Specifications & Launch Month Revealed By Tipster, 10-Core CPU Cluster With Support For 20 Threads Via Hyperthreading, Advanced Security & More
Apple Reportedly Working On A Chipset With Up To Six Times As Many CPU And GPU Cores As The M3 Ultra; Company Already Developing Three Silicon Generations After M5
TSMC Can Create Up To 12,000 Jobs In US Through $165 Billion Announcement, Says President
Lynx Equity On AMD Q1 2025 Earnings: “Just As With Intel, We Expect AMD’s Guidance And 2H Commentary To Surprise To The Downside”
Piper Sandler Sees NVIDIA Taking A ~$10 Billion Hit Annually From AI-Related CapEx Slowdown And The Decoupling From China
China Has Recruited South Korean Semiconductor Researcher And Appointed Him Head Of Quantum Materials Research After He Was Unable To Find A Suitable Position In His Home Country
Intel’s Top Commercial Officer Will Leave In June Says Firm After Key Foundry Event Earlier
TSMC Starts Building US Chip Factory Within Hours Of Receiving Permit – AMD CEO Says 2nm HPC Chips In Play
TSMC Confirms It Notified US About Shipping Chip To Banned Company
Apple Is Reportedly The Driving Force For TSMC’s ‘SoIC’ Advanced Packaging, New Report Says The Technology Is Experiencing Faster Growth Than Other Versions
TechInsights: If The Average US Import Tariff Rate Remains Sticky At 40 Percent, The Global Semiconductor Market Will Shrink By A Third In 2026
Trump Says TSMC’s Management Are “Trustworthy People” & “Have No Choice” But To Invest $100 Billion In US
TSMC Can Help Trump Make America Great Again, Says Media Mogul
Intel Q1 2025 Earnings: Lip Bu-Tan Eschews Layoffs For Now, Guidance Is Wholly Disappointing [Update: Layoffs Imminent]
TSMC Plans To Commence 1.4nm Wafer Production In 2028, With The Advanced Lithography Delivering As Much As Up To 30 Percent Performance And Efficiency Improvements
Chinese Tech Giants Ordered More Than $12 Billion Of NVIDIA’s H20 AI Chips Ahead Of Sanctions – Report
Intel To Reportedly Announce The Layoff Of Over 21,000 Employees – Equal To 20 Percent Of Its Workforce – This Week
NVIDIA’s Recent Switch To The Bianca Compute Board From Cordelia For GB300 Blackwell Ultra GPUs Is Seen As A “Positive Development”
“We Expect Intel To Post In-Line Results Followed By A Miss For The Guide As The Company Takes Advantage Of A New CEO To Reset Numbers,” Says One Analyst
NVIDIA Shares Gutted By 5%+ After China Reportedly Readies Equivalent AI GPU Shipments
Samsung Had Reportedly Pushed Back The Operational Timeline Of Its Taylor Plant To 2027, But The Company Denies That Such Delays Are Happening
Apple, Qualcomm, MediaTek And Others Are Rumored To Introduce A Significant Price Hike On Its Chipsets Due To TSMC’s Increased 2nm Wafer Costs, Resulting In More Expensive Devices
TSMC Says It Has No Intention Of Forming A JV With Intel, Asserts That Its Production Yields In The Arizona Fab Are Comparable To Those In Taiwan Facilities
Xiaomi’s New In-House Chip Development Division Has Been Formed To Allow The Company To Reach Self-Sufficiency; Team Will Be Led By Former Qualcomm Senior Director
After NVIDIA, AMD Discloses A Significant Hit – Equivalent To 50 Percent Of Its FY 2024 Net Income – From China-Related Export Licensing Requirements
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