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Susquehanna: AMD’s MI308 GPU Sales Boost Revenue: $800M Added Back to H2 2025 Forecast, Gaming Segment Grows By Double-Digit Percent In Q2
MediaTek’s Flagship Chipset Revenue Reaches $3 Billion In Q2 2025 Thanks To Dimensity 9400 Sales, With A Projected 40 Percent Year-Over-Year Increase; Company Says 2nm SoC Tape-Out To Begin In Q3
Jefferies: NVIDIA Likely Has Between 600,000 And 900,000 H20 GPUs In Inventory, While Chinese Demand Is Around 1.8 Million Units
Tesla’s $16.5 Billion Samsung Chip Deal Is The “Bare Minimum,” Says Musk As He Confirms The Affair
Samsung Catches Big Break In Its Quest To Compete With TSMC For Next-Generation Manufacturing Processes, Securing A Hefty $16.5 Billion Deal For Its 2nm GAA Wafers
Lip-Bu Evades Getting Booed As Intel’s Q2 2025 EPS Stinks, Revenue Surprises
Qualcomm Could Still Maintain Its Dual-Sourcing Approach For The Snapdragon 8 Elite Gen 2 As Tipster Claims That Samsung’s Version On The 2nm GAA Process Is Not Yet Cancelled
Meta’s Poaching Tactics Aside, The Company Has Reportedly Tasked MediaTek To Develop A New 2nm Chip Codenamed ‘Arke’ For AI Inference, But Estimated Launch Expected In A Couple Of Years
Intel CEO Lip-Bu Tan Faces A “Catch 22” In His Turnaround Efforts, Declares An Investment Firm
Samsung To Gradually Improve Its 2nm GAA Process, Prioritizing Yields And Low Cost To Become An Alternative To TSMC’s Solutions; Demand For These Chips To Last Up To Four Years
TSMC, World’s Largest Contract Chipmaker & NVIDIA AI Supplier, Could Boost Output To 200,000 Wafers Per Month – Report
SMIC’s Current 5nm Yields Rumored To Be In The 60-70 Percent Range, Making It An Exceptional Milestone To Pursue Sub-7nm Wafer Production, But Not Everyone Agrees With These Claims
NVIDIA Won’t Restart China H20 AI Chip Production, Says Report
TSMC Plans To Use Drones For Monitoring Its Arizona Factory, Says Report
Intel Short Sellers Are Warned By Major Investment Bank About Surprise Q2 Earnings Upside
Rapidus Has Reportedly Commenced 2nm GAA Wafer Trial Production In The Hopes Of Catching Up To TSMC & Samsung, Company Just Completed A Production Line Consisting Of 200 Units
Samsung Has Reportedly Begun Recruiting Staff From Its HQ To Be Dispatched To Its Taylor Plant In Texas; Personnel Are Involved In All Aspects Of Silicon Production, Hinting At Major Potential Orders
NVIDIA’s China AI GPUs Being Ordered Like Hot Cakes As Firm Starts Accepting Orders – Report
NVIDIA Scores Another Win As Malaysia Announces Chip Restrictions – Shares Gain 4.4% In Premarket
NVIDIA CEO Jensen Huang Goes Against MIT Research & Says AI Makes Him Smarter
Samsung Requires More Time To Stabilize Its 2nm Yields, New Report Says Goal Of 70 Percent Is Being Targeted By The End Of 2025 To Secure Large Chip Orders From Qualcomm & Others
TSMC’s Arizona Factory For Latest 2nm Tech Could Start Production In 2027, Implies Report
Huawei Looks To Shake Up AI Chip Design To Compete With NVIDIA, Says Report
Pixel 10 Prototype’s Tensor G5 SoC Has The ‘SEC’ Label Marked On It, Leaked Image Indicates That At Some Point, Google Was Testing Out Its Silicon Using Samsung’s Technology
Apple Is Working On Seven Different In-House Chipsets, With iOS 18 Code Revealing Evidence Of A19, A19 Pro, Second-Generation C2 5G Modem, M5, An A18-Based Chipset For Future Smartwatches & More
TSMC’s Under-Construction AI Plant In Taiwan Hit By Typhoon Danas
One Analyst Asserts Customers Are Only Buying AMD GPUs To “Stimulate Competition And Price-Check NVIDIA,” Channel Checks Indicate “Significant” Inventory Build
Samsung has Kicked Off Its ‘Selection And Concentration’ Strategy As It Aims To Boost 2nm GAA Yields To 70 Percent In Six Months; Customers May Have To Stick With This Technology For Three Years
TSMC Arizona’s Male Technician “Patted On The Buttocks” While Colleague Found Rubber Chicken Hanging Over His Desk, Alleges Lawsuit
Huawei’s Kirin 9030 For The Upcoming Mate 80 Flagship Smartphone Series Is Rumored To Provide A 20 Percent Performance Improvement, But Lithography Details Not Revealed
Xiaomi’s XRING 02 Could Take Longer To Arrive Because Of Intricate Verifications Needed For The Chipset To Be Outfitted In Automobiles For Multi-Platform Communication With Other Devices
Trump Administration Removes Chip Design Software Restrictions On China
Samsung Reportedly Implementing Its 3rd-Generation 2nm Process, Also Known As ‘SF2P+,’ Within Two Years, As Its Primary Goal Becomes Stabilizing Yields Rather Than Jumping To Advanced Processes
Intel Might Scrap Latest 18A Technology For External Customers In Major Setback, Says Report
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Dying Light: The Beast Update 1.4 Adds Ray Tracing on PC, New Game+, Legend Levels, and Many Improvements
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Intel Announces “Full Support” for Ex-TSMC Executive in Upcoming Lawsuit, as CEO Lip-Bu Tan Says There’s No Merit to Technology Transfer Allegations
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