Semiconductor Page 15 of 17

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

Three People Allegedly Linked To Shipping NVIDIA’s AI GPUs To China Charged By Singapore Police

Samsung has an estimated 10 months to start mass production of its 2nm GAA process

Samsung Is Estimated To Have 10 Months Remaining To Kick Off Mass Production Of Its 2nm GAA Technology, But Analysts Claim That The Yield Progress Is Significantly Better

Super Micro Computer (SMCI) Has Revealed A New “Customer G,” Responsible For 31 Percent Of Its Revenue In Fiscal Q2’25

NVIDIA Beats Analyst Estimates For Q4 Earnings, Shares Erratic & Reverse Course

Loop Capital On Super Micro Computer (SMCI): “We’re Raising Our PT For The Third Time In Five Weeks (To $70 From $50 From $40)”

Intel B580 GPU

TSMC Is Yet To Report Any Intel Acquisition Plans To Taiwan Government, Says Minister

NVIDIA Insiders Sell $1.6 Billion Of Stock, Buy Nothing A Year Ahead Of Today’s Earnings

[Update: 10-K Filed] Super Micro Computer (SMCI) Still Has A Few Tricks Up Its Sleeve Even If No Form 10-K Materializes Today

NVIDIA Is The Cheapest AI Stock In Our List Ahead Of Earnings, Says Investment Advisory Firm

Apple rumored to launch its C3 5G modem in 2027

Apple’s In-House C3 5G Modem Planned For A 2027 Release, Which Is The Same Year That The Company’s Licensing Agreement With Qualcomm Will End

Apple to reportedly mass produce the M5 by the second half of 2025

Apple’s M5 Could Enter Mass Production As Soon As The Second Half Of 2025; Apart From Macs And iPads, The SoC Will Be Found In The Company’s AI Servers Made In Houston

Trump Admin’s Made In US Chip Push Leads To Intel Share Price Target Hike At Investment Bank

TSMC can reach 80,000 monthly wafers of its 2nm technology

TSMC’s Efforts In 2nm Production Could See The Company Reaching 50,000 Monthly Wafers In 2025; With Both Facilities Operational, Output Could Reach 80,000 Units

China Has Managed To Successfully Surpass South Korea In All Categories Of Semiconductor Technology, At Least According To A Survey Of Local Experts

Here Is What Wall Street Analysts Are Forecasting About NVIDIA’s GB200, B200, And NVL Rack Server Shipments Ahead Of The Earnings Next Week

Samsung executive urges employees to share burden and responsibility in developing the Exynos 2500 and Galaxy S26 series

Samsung’s Semiconductor Head Sent An Email To Employees, Urging Them To Share The Resposibility And Burden Of Developing The Exynos 2500 And Galaxy S26 At The Same Time

President Trump Outlines 25% Chip Tariffs As Taiwan Chip Companies Start Plans To Shift Production To US

Bernstein Wants Broadcom To “Stay Away” From Intel’s Fabs, While Cantor Fitzgerald Thinks That A Split Of DesignCo/IFS Is A “Done Deal”

Trump Administration’s Made In America Push Could See Intel Sell 20% Of Foundry Business To TSMC – Report

TSMC CEO Had Dismissed Acquiring Intel’s Fabs In October

Intel’s TSMC Joint Venture Unlikely As Latter Might Build Packaging Factory Instead, Says Investment Bank

Morgan Stanley Research: With $16 Billion In R&D Spending This Year Alone, NVIDIA “Can Maintain A 4–5‑year Development Cycle By Running Three Design Teams Sequentially — Each With An 18–24‑Month Architectural Cadence”

Super Micro Computer (SMCI) Prices Its New $700 Million Convertible Notes: Institutional Buyers Of These Notes Are Betting On The Resolution Of The Company’s Regulatory Woes

Baird Cites Supply Chain Chatter That “TSMC Would Send Engineers To Intel’s 3nm/2nm Fab,” Citi Notes That Intel’s Microprocessor Share Is Now Lowest Since 2002

JP Morgan On Super Micro Computer (SMCI): “We Believe It Is Likely Too Early To Underwrite” A More Positive Outlook, Hikes Stock Price Target While Maintaining An ‘Underweight’ Rating

Super Micro Computer (SMCI) Posts Mixed Preliminary Results For Its Fiscal Q2 2025, Announces The Imminent Filing Of All Pending Financial Statements, And Issues $700 Million Worth Of New Notes

OpenAI Is In The Process Of Finalizing The Design Of Its Custom AI Chip In The Next Few Months, Tape-Out Process At TSMC Could Commence From H1 2025

Super Micro Computer (SMCI) Is Now Seeking A Senior Manager To “Drive The SEC Reporting Function,” Easing Delisting Worries; The Stock Is On Track For Best Gains Since August 2024

Exynos 2600 achieves 30 percent yield on Samsung's 2nm process

Exynos 2600 Test Production Run On Samsung’s 2nm Process Reportedly Achieves A Decent 30 Percent Yield, Half Of What TSMC Obtained, But It Is Still Healthy Progress

MediaTek is running simulations to see if it will be affected by U.S. tariffs

MediaTek Is ‘Doing Some Simulations’ To See If It Will Be Included In U.S. Tariffs, Chief Executive Says That This Year Will Be ‘Manageable’

Snapdragon X laptops from Qualcomm made up 10 percent of shipments for December 2024

Laptops Powered By Qualcomm’s Snapdragon X Chipsets Made Up 10 Percent Of All Shipments For December 2024, Just As Long As They Were Priced Around $800

Morgan Stanley Thinks The Demand For NVIDIA’s Hopper And Blackwell Chips Remains “Solid,” With DeepSeek Creating “Some Challenges” On The Margins

Apple's M5 Pro could leverage TSMC's SoIC-MH packaging

Apple Could Skip TSMC’s Advanced ‘SoIC-MH’ Packaging For The M5, Report Claims That The Technology Could Be Applied To The M5 Pro And More Powerful SoCs