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2025-07-31

[News] Groq Cuts 2025 Revenue Projection by USD 1.5B, Dealing Blow to Samsung Foundry

Samsung may have just secured a major win with its deal to produce Tesla’s “AI6” chipset, but it’s not all good news. According to Business Korea, citing The Information, Groq—a U.S. AI chip startup backed by Samsung Electronics—has sharply lowered its 2025 revenue forecast from USD 2 bi...

2025-07-31

[News] MediaTek Gears Up for 2nm Tape-Out in Sep; ASIC Reportedly to Boost 2026 Revenue

As Qualcomm and Samsung push into the 2nm era with the Snapdragon 8 Elite Gen 2 and Exynos 2600, Taiwan’s MediaTek confirmed at its July 30 earnings call that it’s also gearing up for 2nm, targeting edge and cloud AI chips—with tape-out expected in September, according to the Economic Daily Ne...

2025-07-30

[News] NVIDIA’s Reported 300K H20 Order Signals China CSP Boom, Boosts Taiwan AI Server Makers

As reported by Reuters, citing sources, NVIDIA recently placed a 300,000-unit order for H20 with TSMC, reversing its earlier plan to rely solely on existing inventory due to strong demand from China. Economic Daily News highlights that this substantial order reflects continued robust demand from Chi...

2025-07-30

[News] Samsung Reportedly Mulls Taylor Expansion, Advanced Packaging in Sight After Tesla Deal

According to South Korean media outlet The Korea Economic Daily, Samsung is reportedly considering further investment in its Taylor, Texas plant. Specifically, the company is said to be reviewing the addition of an advanced packaging line alongside its foundry and R&D facilities. The report n...

2025-07-30

[Insights] Memory Spot Price Update: NAND Spot Market Shows Recovery Signs on Rising 3Q25 Price Expectations

According to TrendForce's latest memory spot price trend report, regarding DRAM, trading activities have slowed down for DDR4 products compared with the previous week, while x16 consumer DRAM products have stronger price support compared with x8 PC DRAM products. As for NAND flash, some of the buyer...

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