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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

Apple A20 Pro pricing estimates are weird

Apple’s A20 Pro Rumored To Be Found In The iPhone 18 Pro, iPhone 18 Pro Max, Will Reportedly Be 70 Percent More Expensive, But Price Estimates Do Not Make Sense

Intel B580 GPU

Intel co-CEOs Remain Quiet On Complete Separation Of Manufacturing Business

TSMC’s US Chipmaking Costs Can Be 30% Higher Due To Chemical Supply Chain Warns Bank

BofA: AMD Can Witness PC Slowdown in 2025 & AI Competition From Broadcom And Marvell

Lynx Equity On Super Micro Computer (SMCI): “We Are Now Raising Our PT From $45 To $60 Based On The Expectation That, With The Nasdaq Decision In Hand, Many Investors Are Likely To Return”