Semiconductor Page 14 of 17

Loop Capital: Apple Is Placing ~$1 Billion Worth Of Orders For NVIDIA’s GB300NVL72, With Super Micro Computer (SMCI) And Dell Tapped As “Key Server Partners”

Apple's A20 rumored to be 15 percent faster than the A19

Apple’s A20 For The iPhone 18 Series Rumored To Be 15 Percent Faster Than The A19 At The Same Power Consumption, Thanks To Upgrading To TSMC’s Next-Generation 2nm Process

SiCarrier could help China making advanced chip-making machines that will replace ASML's offerings

SiCarrier Is A China-Based Firm Linked To Huawei That Is Working On Machines Which Will Eventually Serve Replacements For ASML’s Equipment To Develop Leading-Edge Wafers

TSMC To Start Accepting 2nm Wafer Orders From April 1, New Report States That Monthly Production Output Target Is 50,000 Units By The End Of The Year

TSMC 2nm yields are now well above 60 percent claims analyst

TSMC’s 2nm Trial Production Yields Are ‘Now Well Above’ 60 Percent, Claims Analyst, With Full-Scale Manufacturing Imminent As Company Attempts To Raise Wafer Count

Apple to bring 2nm chipsets to the iPhone 18, claims analyst

iPhone 18 Lineup To Feature Apple’s 2nm Chipsets, Analyst’s Wordings Imply That The SoC Upgrade Will Arrive To All Models, Removing The Differentiating Factor

JP Morgan Still Does Not Think Super Micro Computer (SMCI) Is As Good As Dell

TSMC’s $100 Billion Made In America Plan Will Need Economic Ministry’s Approval, Says Minister

Exynos 2600 design must be completed by Q3 2025 to be found in the Galaxy S26 series

Exynos 2600 Design Needs To Be Completed By Q3 2025 To Have Any Chance Of Finding A Place In Samsung’s Galaxy S26 Series; Renewed Focus May Harm Exynos 2500 Progress

Analyst now states that Apple's A20 will now be mass produced on TSMC's 2nm process

Apple’s A20 Lithography Details Have Been Revised, Analyst Now States That The New Chipset For The iPhone 18 Series Will Be Mass Produced On TSMC’s 2nm Process

Samsung Reportedly Taps Palantir To Improve The Yield And Overall Quality Of Its Chips

Apple once again reported to bring custom Wi-Fi 7 chip to its entire iPhone 17 lineup

Apple’s Entire iPhone 17 Lineup Once Again Reported To Ship With The Company’s In-House Wi-Fi 7 Chip, iPhone 17 Air To Ship With Two Custom Wireless Solutions

Apple A20 to be mass produced on TSMC's 3nm N3P process

Apple’s A20 Arriving To The iPhone 18 Lineup Will Reportedly Stick With TSMC’s 3nm ‘N3P’ Process, But It Could Differentiate Itself By Using A More Advanced Packaging

Intel AI Chip Breakthrough To Compete With NVIDIA Unlikely Before 2027 – Report

NVIDIA GTC Outlook From A Top Analyst: GB300 With HBM Capacity Surge, TDP Of 1.4kW, Shipments Commence In Q3 2025, Additional Details On Rubin And CPO Tech

Intel CEO Was Excited About Generative AI In 2022 Before ChatGPT Became Popular

BofA Goes Positive On Intel: Under Lip-Bu Tan, CDNS Stock Appreciated By 32x Vs. 16x Gains For SOX

Intel CEO Wants To Establish Firm As A “World-Class Foundry” In First Letter After Taking Over

Intel CEO’s Finance Background Might Be Behind 11% Share Price Jump Following Announcement

Exynos 2600 prototype reportedly entering mass production in May

Exynos 2600 Prototype Rumored To Enter Mass Production In May, With Samsung Reportedly Focused On Improving The Chipset’s Yields As Its 2nm GAA Technology Shows Progress

JP Morgan Believes AMD’s AI GPU Business Would Grow By 60 Percent This Year, Highlights Oracle’s Initial Order Of 30,000 MI355X GPUs

Meta has kicked off small deployment of its custom AI chip

Meta Has Kicked Off Minor Deployment Of Its In-House AI Chip As Company Aims To Reduce Its Massive Infrastructure Cost; First Tape-Out Successful Using TSMC’s Technology

M3 Ultra consumes the least power compared to x86 desktop processors when running HandBrake

M3 Ultra Consumes 55 Percent Less Power When Running HandBrake Compared To The Least Wattage-Hungry x86 Desktop CPU; Unsurprisingly Less Efficient Than M4 Max

Samsung foundry market share dropped in Q4 2024, losing to TSMC

Samsung Loses Further Ground To TSMC In The Foundry Market For Q4 2024, As Decline In Orders From Key Customers Saw The Trade Gap Widen By A Whopping 59 Percentage

Piper Sandler Sees 10x Increase In NVIDIA’s GPU Capacity And A 35x Decrease In Model Inference Costs As Seeds For The Upcoming “AI Wave 2”

Super Micro Computer’s Liquid-Cooling Technology Increases Rack Compute Power By Over 2x, Claims An Analyst

Another report mentions why Apple will not release the M4 Ultra

Apple’s M4 Ultra May Never See The Light Of Day Due To Production Challenges, With The Chipset Release Not Contributing To Sales Due To Being Found In Pricier Products

China’s In-House EUV Machines Reportedly Entering Trial Production In Q3 2025, Utilizing An Approach That Offers A Simpler, Efficient Design; SMIC & Huawei To Benefit Greatly

NVIDIA’s Latest Patent Attempts To Solve One Of AI Computing’s Biggest Challenges

M3 Ultra gets spotted in first benchmark leak

M3 Ultra’s Top-End Configuration With A 32-Core CPU Gets Spotted In First Benchmark Run; 29 Percent Faster Than M2 Ultra, But Registers Just Single-Digit Improvement Over M4 Max

Super Micro Computer (SMCI) March-Quarter Revenue To Be Impacted By “Blackwell Queue” And NVIDIA’s Ongoing Preference For Hyperscalers, As Per The Insights Gleaned By An Analyst From A Fireside Chat

Apple could be preparing a Mac Studio with an M3 Ultra chipset

Mac Studio Refresh Could Arrive This Week, With A Report Mentioning A Surprising M3 Ultra Unveiling Alongside It, More Powerful M4 Ultra Could Be Exclusive To The Mac Pro

Bernstein: NVIDIA Now Trades “Below Parity Relative To SOX,” And TSMC’s $100 Billion Investment In The US Will Keep Intel At “Arm’s Length”

Apple C1 5G modem gets a closer look

iPhone 16e’s C1 5G Modem Gets A Deeper Inspection, Revealing That The Sub-System Completely Replaces The Snapdragon Option, While Maintaining The Same Package Structure