In TSMC’s earnings call last month, the foundry giant revealed that 3nm already accounted for 26% of its total revenue in the fourth quarter of 2024. Now it is likely to get a major boost on the node, as an etnews report suggests that Apple began mass production of the M5 chip in January, leveragi...

While DeepSeek’s efficient AI model has fueled debate on NVIDIA’s dominance, China’s Huawei also puts pressure on the U.S. chip giant with its Ascend 910C, a variant of the 2019 Ascend 910 AI chip. According to the reports from Wccftech and Tom’s Hardware, citing Chinese media outlet AGI Hun...

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...

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...

Under the influence of large AI models, AI infrastructure projects are booming worldwide. OpenAI has announced the launch of a $500 billion "Stargate" plan, while ByteDance is reportedly allocating significant funds to build and enhance its AI infrastructure. Although there are differing opinions...