Subject


Artificial Intelligence


2025-11-10

[News] TSMC Reportedly Plans 12 New Advanced Process and Packaging Fabs in Taiwan as 2nm Supply Tightens

Artificial Intelligence

Recently, NVIDIA CEO Jensen Huang made a whirlwind visit to Taiwan, attending TSMC’s sports day. Sources said he came to request more chips from the company, underscoring the strong demand for its advanced process capacity. According to Liberty Times, as AI chip demand soars, TSMC’s 3nm capacity...

2025-11-07

[News] Google Unveils 7th-Gen TPU Ironwood with 9,216-Chip Superpod, Taking Aim at NVIDIA

Artificial Intelligence

Google is advancing its lead in the custom silicon race with its Tensor Processing Units (TPUs). According to CNBC, the company’s seventh-generation TPU, known as Ironwood, is set to hit the market for public use in the coming weeks. In its press release, Google said Ironwood is designed to handle...

2025-11-06

[News] Lenovo Unveils MicroLED AI Glasses V1, Reportedly Among the Lightest but Misses Camera

Artificial Intelligence

AI glasses are shaping up to be the next frontier in wearable tech, and Chinese PC maker Lenovo’s latest move shows it doesn’t plan to be left behind. According to Chinese outlet ITHome, Lenovo has unveiled its AI Glasses V1, featuring a lightweight 38-gram design with lenses as thin as 1.8 mm. ...

2025-11-05

[News] Musk Signals Tesla AI5 Mass Production Delay to 2027, Casting Uncertainty Over Samsung

Artificial Intelligence

During Tesla’s latest earnings call in late October, cited by CNBC, the company confirmed that Samsung and TSMC will both produce the AI5 chip, a win for the South Korean semiconductor giant. However, CEO Elon Musk tweeted earlier today that high-volume production is now expected in 2027, later th...

2025-11-05

[News] AMD Forecasts Strong Q4 After Record Q3 Sales, Flags China and 2026 AI Chip Ramp-up

Artificial Intelligence

Riding on a string of major future collaborations with OpenAI and Oracle, which are expected to boost growth in the coming years, AMD reported a record $9.2 billion in Q3 revenue. Looking ahead, it forecasts a strong Q4, with revenue around $9.6 billion, plus or minus $300 million, above analysts’...

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