Semiconductor Page 14 of 18

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 denies delaying its Taylor plant's operational timeline

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 and MediaTek could be forced to increase its chipset prices next year because they will shift to TSMC's 2nm process

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 forms new team to spearhead in-house chip development

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

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+ vs Snapdragon 8 Elite in Genshin Impact

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 approval to increase its work hours to 64 to increase competitiveness

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 announces the Dimensity 9400+

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 forms 1nm chip development team

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

More Snapdragon 8 Elite Gen 2 specifications shared by tipster

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 specifications shared; will be mass produced on TSMC's 4nm process

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 the Snapdragon 8s Gen 4

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 engineer shifts back to China after working at the company for seven years

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

TM Roh gets appointed by Samsung to leads its TV, appliances and smartphone divisions

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 2nm mass production sales for Q3 and Q4 to reach $30.1 billion in sales

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 could rename its first 2nm SoC, with a rumor claiming that it might not be called the Exynos 2600

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

M5 MacBook Pro lineup to launch later this year

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