Semiconductor Page 15 of 18

Samsung could beat TSMC in the 2nm chip race

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 to switch to the 2nm technology in 2026, starting with the Snapdragon 8 Elite Gen 3

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

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