Monthly Archives: October 2025

[News] NVIDIA May Be TSMC’s Only A16 Customer So Far While Apple Reportedly Yet to Start Talks

Posted on 2025-10-28 by TrendForce

NVIDIA recently marked a major milestone, celebrating the first Blackwell wafer produced on U.S. soil at TSMC’s fab—an achievement that underscores their deepening partnership. That collaboration may soon expand further. According to South Korean outlet EBN News, citing industry sources, …

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[News] Qualcomm Targets NVIDIA, AMD with LPDDR-Based AI Chips; Thermal Durability Looms as a Challenge

Posted on 2025-10-28 by TrendForce

The battle for AI data center dominance is heating up. Qualcomm, long focused on mobile chips, has unveiled its next-generation AI inference processors — the AI200 and AI250 — taking direct aim at NVIDIA and AMD. Notably, according to Wccftech, …

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[News] Intel Reportedly Eyes Retired TSMC Veteran Wei-Jen Lo, Advanced Node Pioneer, to Lead R&D

Posted on 2025-10-28 by TrendForce

As the race for sub-2nm dominance intensifies among foundries, Intel is reportedly targeting a recently retired TSMC executive to spearhead its key R&D efforts. According to Liberty Times, just three months after retiring, former TSMC Senior Vice President of Corporate …

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[News] Amazon Reportedly Launches Record 30,000 Job Cuts; Applied Materials Trims 4% of Staff

Posted on 2025-10-28 by TrendForce

The wave of tech layoffs continues. With cost pressures mounting and AI reshaping corporate priorities, more companies across the industry are trimming staff. According to Reuters, citing sources, Amazon plans to cut up to 30,000 corporate jobs starting Tuesday to …

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[News] Apple Reportedly Takes Most of TSMC’s 2nm Capacity for A20 Series in Foldable iPhone and iPhone 18

Posted on 2025-10-28 by TrendForce

Apple’s first foldable iPhone—expected in 2026 and reportedly featuring a design similar to Samsung’s Galaxy Z Fold, according to Bloomberg—is drawing strong market attention. Yet its biggest upgrade may lie inside: the device will run on Apple’s new A20 Pro …

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