TSMC has invested billions into its facilities in the United States, including its active Arizona chip foundry and a second facility due in 2028. TSMC is preparing to start operations at its second Arizona plant by 2028, which will be… Read more ›
Loop Capital analyst Ananda Baruah has said that Apple is in the process of placing orders for about USD1B in Nvidia GB300 NVL72 systems. That equates to about 250 servers at USD3.7M-4M each. Apple is working with server builders Dell… Read more ›
Samsung is reportedly reviewing a plan to transfer the Exynos chip unit from the LSI division to the mobile experience (MX) division. This is the unit responsible for Samsung Galaxy phones, tablets, watches, and more. However, there is “significant internal… Read more ›
TF Securities analyst Ming-chi Kuo reports that Apple is working on a “refreshed C1” for 2026, which support mmWave. The current C1 supports sub-6GHz 5G only. It consists of a 4nm or 5nm baseband, 7nm low-frequency transceivers, 7nm also for… Read more ›
Intel may allegedly split its chip business, with Intel and TSMC participating and operating it together. While the United States provides subsidies for the Chip Act, TSMC will help strengthen Intel’s 2nm and 3nm advanced processes. Tristan Gerra, an analyst… Read more ›
Arm Holdings reportedly plans to launch its own chip in 2025 after securing Meta Platforms as one of its first customers, in a major shift to the chip tech provider’s model of licensing its blueprints to other companies. Rene Haas,… Read more ›
The DeepSeek R1 LLM (large-language model) was trained on Nvidia H100 but uses an Huawei Ascend 910C chip for inference, which is the action of using the trained model to generate responses. However, the Ascend 910C’s relatively lower performance limits… Read more ›
Samsung Electronics has announced a significant reduction in its foundry division’s facility investment for 2025, cutting the budget by more than half compared to the previous year. Samsung Foundry has set its facility investment budget at around KRW5T for 2025,… Read more ›
Taiwan Semiconductor Manufacturing Company (TSMC) has begun producing advanced 4nm chips for U.S. customers in Arizona, according to Commerce Secretary Gina Raimondo. In Nov 2024, Commerce finalized a USD6.6B grant to TSMC’s U.S. unit for semiconductor production in Phoenix, Arizona.… Read more ›
Taiwan Semiconductor Manufacturing Company (TSMC) is stepping up its efforts to expand its CoWoS (Chip on Wafer on Substrate) advanced packaging capacity with plans to double its monthly capacity to 75,000 wafers by 2025. This ambitious objective comes amid heightened… Read more ›
Nvidia is leaning into robotics as it looks to expand beyond its dominant AI chip business. The company plans to launch Jetson Thor, a new compact computer designed for humanoid robots, in 1H25. Deepu Talla, Nvidia’s vice president of robotics,… Read more ›
TSMC’s Arizona facility is reportedly set to initiate mass production of the 4nm process by 2H25, with clients such as Apple, NVIDIA, AMD, and Qualcomm being the primary beneficiaries. TSMC’s 4nm process will be under production at the Arizona facility… Read more ›
The US government plans to blacklist a Chinese company whose TSMC-made chip was illegally incorporated into a Huawei artificial-intelligence processor. The Chinese company, Sophgo, drew attention after a chip found on Huawei’s Ascend 910B multi-chip system matched one it ordered… Read more ›
Apple is reportedly switching over to a new Bluetooth and Wi-Fi chip that it designed in-house starting in 2025. The combined Bluetooth and Wi-Fi chip will replace components from Broadcom, allowing Apple to reduce its reliance on the company. The… Read more ›
Qualcomm could increase the price of the 2025 flagship chip by a “significant” amount. The chip has been dubbed the Snapdragon 8 Elite “Gen 2”, with the report alleging that “various internal and external factors” are the situation’s primary catalyst.… Read more ›
Samsung is expected to launch Galaxy S25 series in early 2025 and the Galaxy Z Fold 7 and Galaxy Z Flip 7 in 2H25. There are also Galaxy Z Fold 7 Special Edition and a Galaxy Z Flip FE. The… Read more ›