In a major shake-up in the AI chip market, AMD has signed a multi-year deal with OpenAI to supply next-generation AI accelerators, potentially generating tens of billions in annual revenue and giving OpenAI the option to acquire up to 10% of Team Red. The impact goes beyond the two companies: accord...

Ahead of TSMC’s earnings call on October 16, the market has been buzzing over the 2nm wafer pricing as the node nears mass production by year-end. Despite rumors of a 50% surge, Investor.com reports that prices are actually just 10–20% higher than 3nm, well below the hype. In terms of other a...

According to Reuters, citing a bipartisan investigation by U.S. lawmakers, loopholes in efforts by Washington and its allies to curb China’s chipmaking capabilities have allowed Beijing to purchase nearly $40 billion worth of advanced semiconductor equipment. Reuters, citing an investigation by...

The DRAM price surge shows no sign of cooling off. According to the Commercial Times, Korean and U.S. chipmakers have suspended new enterprise quotes for a week, hinting at an even steeper climb ahead as supply remains constrained. Citing supply chain sources, the report notes that DDR4 contract pri...

According to South Korean outlet FNnews, China is accelerating its semiconductor ambitions, drawing more than half of global semiconductor startup investments. Citing research from the Korea Electronics and Telecommunications Research Institute (ETRI), the report shows that between 2015 and 2025, Ch...