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Semiconductor
Page 13 of 17
After NVIDIA, AMD Discloses A Significant Hit – Equivalent To 50 Percent Of Its FY 2024 Net Income – From China-Related Export Licensing Requirements
NVIDIA To Take A Hit Worth Billions Of Dollars As The Trump Administration Imposes An “Indefinite” Export Licensing Requirement On The H20 GPU
Dimensity 9400+ Matches The Snapdragon 8 Elite Framerate In Genshin Impact, But Qualcomm’s Flagship SoC Delivers Better ‘1% Lows’ While Rendering The Game At A Higher Resolution
UBS: Taiwan’s Surging Exports Imply A Data Center Revenue Of $42 Billion For NVIDIA’s April-Ending Quarter
Samsung Receives Government Approval To Increase The Work Hours To 64 Per Week For Its R&D and Semiconductor Divisions To Boost Competitiveness Against Rivals
MediaTek Officially Announces The Dimensity 9400+; Made On TSMC’s Second-Generation 3nm Process, With Up To 12MB L3 Cache, Maximum Clock Speed Of 3.73GHz, 12-Core GPU & More
Lynx Equity: NVIDIA’s “Minimal-Tariff Status” Is A Win For Micron And Super Micro Computer (SMCI)
NVIDIA, AMD Price Targets Slashed On Back Of Tariff, Blackwell Concerns
Samsung Has Reportedly Formed A Team Focused On 1nm Chip Development, With Mass Production Target Set For 2029, But No Word On The Company’s 1.4nm Progress
KeyBanc: “We Believe Intel Has Won The GPU Gaming Socket For The Nintendo Switch 3 On 18A,” And AMD Faces “Increasing Risks” From A Price War With Intel
Snapdragon 8 Elite Gen 2 Rumored To Offer LPDDR6 RAM Support, With A Rumor Claiming That Its Cache Size Will Get A 33.3 Percent Increase Compared To The Snapdragon 8 Elite
Xiaomi’s In-House Chipset’s Specification Details Come Through; Rumor Claims That SoC Will Be Mass Produced On TSMC’s 4nm ‘N4P’ But Will Stick To ARM’s Current CPU Designs
Citi: “Intel Foundry Has Proven Over [The] Years It Cannot Compete With TSMC, And Forcing A Company To Use Vastly Inferior Manufacturing Would Destroy Shareholder Value”
“Self-Inflicted Debacle Of Epic Proportions” – US Chip Stocks Led By NVIDIA Tumble After China Slaps 34 Percent Reciprocal Tariffs On The US
Super Micro Computer’s NVIDIA HGX B200 Systems Show Over “3 Times The Tokens Per Second (Token/s) Generation For Llama2-70b And Llama3.1-405b Benchmarks Compared To H200 8-GPU Systems”
NVIDIA Might Have Lost AI GPU Pricing Power, Says Bank As It Downgrades Stock To Hold
Trump’s Liberation Day: Bernstein Posits That A 10 Percent Baseline US Tariff On Raw Semiconductors Is “Not Going To Do All That Much,” But PCs, Servers, And Smartphones Are About To Get Pricier By ~40 Percent
Qualcomm Officially Announces Snapdragon 8s Gen 4; Sticks To Older 4nm Process & Kryo Cores But Delivers Up To A 49 Percent Performance Improvement, Other Flagship Features Added
Former Apple Chip Engineer Returns To China And Joins The Country’s Silicon-Manufacturing Ambitions After Seven Years Of Working With The Trillion-Dollar Firm
Samsung Assigns More Responsibility To Its Mobile Head TM Roh, As Now, He Will Be In Charge Of The Company’s TV, Home Appliance And Smartphone Businesses
TSMC Is Now Accepting Orders For 2nm Wafers, With A New Report Stating That Customers Have Lined Up To Pay An Estimated $30,000 Per Unit, With Apple Likely Being The First Client
TSMC To Reportedly Begin Mass Production Of 2nm Wafers At Two Plants By The End Of This Year, A Plan That Is Estimated To Propel Sales To $30.1 Billion Each For Q3 & Q4
Samsung’s Upcoming 2nm SoC May Not Feature The Exynos 2600 Name At All, Claims Questionable Rumor, Company Possibly Exploring A Rebrand To Mount Its Comeback
New 14-Inch And 16-Inch MacBook Pro Models Are Being Prepared For A Launch Later In The Year, But The M5 Chipset Upgrade Is About The Only Change Arriving To These Models
Samsung Could Beat TSMC In The Race To Offer 2nm Chips First, But This Victory Solely Depends On If The Company Can Scale Past The Hurdles Which Prevented Its Progress
Intel Is A “Nobody” & Should Merge With Mature Chip Technology Firms, Says Former TSMC co-COO
Morgan Stanley Shares Biggest Risks From TSMC’s Intel Joint Venture
China’s SMIC Purportedly Busted Trying To Poach Engineers From TSMC’s Hometown
SMIC Is Rumored To Complete 5nm Chip Development By 2025; Costs Could Be Up To 50 Percent Higher Than TSMC’s Version Due To The Use Of Older-Generation Equipment
NVIDIA’s H20 China GPUs Face Production Woes In Fresh Threat To China Revenue – Report
Intel’s Former CEO Patrick Gelsinger To Receive A Cool $7.85 Million In Severance, Says Firm
The “Mild-Mannered” Intel’s Ex-CEO Pat Gelsinger Joins The Cutthroat Venture Capital Industry
Intel Could Make NVIDIA’s Gaming GPUs & Chips For Apple, Says Investment Bank
Qualcomm Also Rumored To Utilize The 2nm Process In 2026 To Keep Pace With Apple; Will Introduce Two Flagship Chipsets, With One Of Them Being The Snapdragon 8 Elite Gen 3
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