Subject


Semiconductors


2025-10-07

[News] TSMC Kaohsiung Fab Hits 2nm Trial Production Ahead of Schedule, A14 Reportedly Under Evaluation

According to Economic Daily News, the Kaohsiung City Government announced on the 6th that TSMC’s Kaohsiung F22 has successfully completed trial production of its first batch of 12-inch 2-nanometer wafers. The report notes that this indicates the company’s 2nm project in Kaohsiung, Taiwan, is pro...

2025-10-07

[News] OpenAI’s Multi-Billion AMD Deal Unpacked: Big Gains for Both, Along with TSMC and Taiwan’s ODMs

Just weeks after sealing a massive partnership with NVIDIA — which plans to invest up to $100 billion in the ChatGPT creator — OpenAI is now joining forces with Team Green’s biggest rival. According to Reuters and Tom’s Hardware, AMD has signed a multi-year deal to supply AI chips to OpenAI,...

2025-10-07

[News] Chinese Companies Ramp up Investment in Semiconductor Materials Sector

Recently, Chinese domestic semiconductor material enterprise have been in high gear, engaging in capital mergers and acquisitions, equity, fund participation and project construction and other dimensions. Huahai Chengke Acquires Equity Interests in Hysol Huawei On September 22, Huahai Chengke ...

2025-10-07

[News] China’s GPU Trio Rise as NVIDIA Retreats — Decoding Moore Threads, MetaX, and Cambricon

As South China Morning Post reported, NVIDIA CEO Jensen Huang recently spotlighted China’s chipmaking progress and manufacturing muscle, noting the country is merely “nanoseconds behind” the U.S. He also acknowledged in May that, amid U.S. export restrictions, NVIDIA’s share in China has sli...

2025-10-03

[News] Fujitsu and NVIDIA to Co-Develop AI Chip by 2030, Powering Supercomputers and Robotics

According to Nikkei, Fujitsu and NVIDIA plan to co-develop an energy-efficient AI chip by 2030, expanding their collaboration to serve Japan’s data center, robotics, and other industries. The companies did not disclose the scale of the investment, the report notes. As the report further explains,...

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