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2025-07-24

[News] Trump’s AI Action Plan Launches, But Key Details Like Chip Location Verification Remain Unclear

Trump on Wednesday unveiled the long-awaited AI Action Plan, built on three pillars to boost AI development. But key details mentioned—like chip location tracking and new export controls on semiconductor sub-systems—are still up in the air. Here’s a quick breakdown of the major takeaways on AI...

2025-07-24

[News] AMD CEO Says TSMC Arizona Chips Cost Up to 20% More Than Taiwan’s but Are Worth It

At an AI event in Washington on Wednesday, AMD CEO Lisa Su stated that chips produced at TSMC’s Arizona plant cost “more than 5% but less than 20%” more than those made in Taiwan, according to Bloomberg. She also noted that AMD expects to receive its first batch of chips from the Arizona facil...

2025-07-24

[News] SK hynix Posts Record Q2 Profit: Plans Bigger 2025 Capex; SOCAMM Shipments by Year-End

Riding strong demand for 12-high HBM3E and broad NAND growth, SK hynix smashed records in Q2, announcing a stellar 22.23 trillion won ($16.15B) in sales and 9.21 trillion won ($6.7B) in operating profit—the best quarterly results ever, according to its press release and The Korea Times. The mem...

2025-07-24

[News] Alibaba Reportedly to Unveil First Self-Developed AI Glasses This Week, Entering China’s Tech Showdown

Xiaomi may have kicked things off with its first AI glasses in late June, but another Chinese tech giant is gearing up to enter the fray. According to 36Kr, Alibaba is set to unveil its first self-developed AI glasses this week—reportedly featuring a dual-chip setup powered by Qualcomm’s Snapdra...

2025-07-24

[News] Foxconn’s AirPods Production in India Reportedly Hit by Rare Earth Shortage Amid China Export Curbs

A report from The Economic Times, citing sources, indicates that Foxconn’s production of Apple AirPods at its Telangana facility in India has been disrupted due to China’s restrictions on rare earth metal exports. However, Foxconn maintains that production remains unaffected, according to the re...

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