Subject


Semiconductors


2025-02-04

[News] AMD’s AI Strategy Tested as Big Tech Shifts to Custom Chips

As AMD prepares to report its fourth-quarter results on February 4, according to a report from Reuters, investors have been closely monitoring the company's AI chip strategy. This comes amid growing concerns over AMD's position in the AI infrastructure race, as major tech firms increasingly shift to...

2025-02-04

[News] TSMC Likely to Raise Advanced Node Prices by over 15% in 2025 as Trump’s Chip Tariffs Approach

A couple of days ago, President Donald Trump has vowed to impose sector-specific tariffs on chips, oil, gas and more. With rising chip tariffs and production costs on the way, foundry giant TSMC is likely to raise prices for advanced nodes by over 15% in 2025, up from the previously expected 5% to 1...

2025-02-04

[News] Update on Intel’s Roadmap for 2025 and Beyond: 18A Products Unveiled, AI Ambitions Setback

At Intel’s earnings call last week, the struggling giant surpassed analysts' low expectations for its December-quarter results but issued weak Q1 guidance. According to Reuters, Team Blue expects revenue of $11.7 billion to $12.7 billion, not only below the $12.85 billion analyst forecast, but als...

2025-02-03

[News] U.S. Reportedly Probes DeepSeek’s Acquisition of Banned AI Chips as NVIDIA’s Singapore Sales Soar

According to a report from Liberty Times, citing Bloomberg, the White House and the FBI have launched an investigation into whether China’s AI startup DeepSeek illegally obtained NVIDIA chips through third-party buyers in Singapore and other locations. DeepSeek claims its technological breakth...

2025-02-03

[News] DeepSeek Disrupts AI Landscape: Potential Impacts and Comments from Tech Giants

As Chinese AI startup DeepSeek shakes up the global market by claiming its R1 model surpasses OpenAI’s latest o1 while costing only a fraction of the price, it is also sending a clear message. As highlighted by Nikkei, DeepSeek is forcing a market-wide rethink—on valuations, competition, and eve...

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