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Apple's M5 has officially entered mass production

Apple Has Commenced Mass Production Of Its M5 Chipset, Will Be Found In The Company’s Upcoming iPad Pro Family, New Mixed-Reality Headset And Updated MacBook Pro Models

Bank Of America: “AMD Has Not Yet Managed to Articulate How It Can Carve an Important Niche Versus NVIDIA’s Dominance and Custom ASIC Chip’s Growing Importance in AI Silicon”

NVIDIA’s GB200 NVL 72 Shipments Not Under Threat From DeepSeek As Hyperscalers Maintain CapEx; Meanwhile, Trump Tariffs Play Havoc With TSMC’s Pricing Strategy [Updated]

AMD Price Target Slashed By Investment Bank Ahead Of Q4 Earnings

Intel (INTC) Q4 2024 Earnings: A Broad-Based Beat Marred By An Atrocious Guidance

AMD Expected To Lose Out On Taiwan Semi Tariffs; Melius Research Thinks NVIDIA Is Going To “Come For Them” Via Arm-based CPUs

Loop Capital Thinks Super Micro Computer (SMCI) “Could Experience A Clunky 1HCY2025, At Least Until May/June When Key Tier 2 Customers Begin Getting GB200 Allocation”

Samsung To Cut Chipmaking Investment By A Whopping 50% As It Struggles With Yields – Report

Intel Shares Jump On Renewed Buyout Chatter

TSMC will not enter into any agreement with Samsung over mass producing the Exynos

TSMC Is Rumored To Have Rejected Samsung’s Alleged Proposal Of Mass Producing The Latter’s Exynos Chipsets Using Its Cutting-Edge Lithography

Morgan Stanley: “[TSMC’s] Customers Like AMD And Broadcom Are Releasing CoWoS-S Capacity Due To Weaker Demand,” Allowing NVIDIA To “Convert This Capacity To CoWoS-L For GB300A Production”

NVIDIA Jensen Huang

NVIDIA’s AI GPU Export Control Rules Likely To Tighten Under Trump Admin, Says Analyst

NVIDIA Investors Say “Meh” To Blackwell Overheating Rumors; China Semiconductor Association Slams Latest Chip Curbs As “Technological Hegemony”

A Major Global Bank Expects NVIDIA To Earn $236 Billion From Datacenter GPUs In CY2025

TSMC Might Have Secured Taiwan’s Approval To Make Advanced 2nm Chips In US

Comma.ai President Says Tesla FSD v13 Is “Really Good,” Declares “We Are Buying NVIDIA” Hardware As ” No One At Comma Wants To Deal With AMD”

TSMC Cuts Ties With Another Firm For Supplying Huawei With AI Chips – Report

After HSBC, Goldman Sachs Also Sours On AMD: “We Now Expect The Stock To Remain Range-Bound Until The Market Regains Confidence In AMD’s Future Growth And Margin Trajectory”

SMIC Will Catch Up With TSMC’s ‘Trillion Dollar’ Market Cap, Says Hedge Fund Boss

Japanese Chip Firm Rapidus To Send 2-nanometer Samples To Broadcom & Compete With TSMC

A Major Global Bank Goes Bearish On AMD: “We Now Think AMD’s AI GPU Roadmap Is Less Competitive Than Previously Anticipated”

SMIC Will Catch Up With TSMC, Predicts A Hedge Fund Manager Who Outperformed 97 Percent Of His Peers

Benchmark On NVIDIA’s CES Keynote Address: “We Believe Many Investors Were Hoping For More Concrete Progress Updates On The Ramp Of Blackwell And Some Input As To The Company’s Progress With Its Next Generation GPU Platform, Rubin”

A Wall Street Analyst On Super Micro Computer: “Having Stood On The Sidelines Of The Nascent GB200 Cycle So Far, We Believe SMCI Could Re-enter The Blackwell Fray With The Launch Of GB300”

NVIDIA, TSMC Develop Advanced Silicon Photonic Chip Prototype, Says Report

Samsung has failed to beat TSMC, and South Korea is thinking about making KSMC

With Samsung Failing To Compete With TSMC, South Korea Is In Talks Over Making A State-Backed Company Called KSMC To Take On The Taiwanese Semiconductor Titan

TSMC Announces Baby 3.0 Childcare Policy With Paid Time Off & Other Benefits

Apple has no plans of introducing any new AirPort router

Apple Has No Plans To Revive Its AirPort Router Range, But Its Custom ‘Proxima’ Chip Is So ‘Sophisticated,’ Its Other Devices Could Turn Into A Wireless Access Point

SK hynix Wins Close To Half A Billion Dollars Of US Funding For New AI Chip Plant In Indiana

Omdia Research: Google’s Tensor Processing Units (TPUs) Are Eating NVIDIA’s Lunch

Wolfe Research: “Our Best Guess Is That AMD Won’t Be In A Position To Guide AI For CY25 – Which Will In Itself Drive Concerns”

Truist Securities: NVIDIA To Tap ~$35 Billion In New TAM By Launching A Client-Side CPU In 2025

Samsung is facing delays in subsidy payments

Samsung’s Subsidy Payments For Its Taylor Plant In Texas Have Experienced Significant Delays, Company Slows Down Investment In Advanced Semiconductor Technology

Apple to launch new Apple TV and HomePod mini with custom chips next year for faster data synchronization

Apple Plans To Refresh All Home-Based Products Next Year, Including The Apple TV And HomePod Mini, Featuring Custom Chips For Enhanced Communication