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2025-05-06

[News] AMD Reportedly Drops Samsung Foundry in Favor of TSMC’s 4nm Production in Arizona

Samsung Foundry’s challenges continue to grow, with AMD reportedly shifting its 4nm chip orders to TSMC’s U.S. facilities, according to Wccftech. The appeal of TSMC’s American operations might be a key factor behind AMD’s decision, as the report notes. AMD had reportedly been working clos...

2025-05-06

[News] Apple to Upgrade iPhone 17 Pro to 12GB DRAM, with Samsung Rumored to Capture 70% Share

Multiple sources have confirmed that Apple will, for the first time, equip part of its new iPhone 17 lineup with 12GB DRAM—opening the door to big gains for memory suppliers. South Korean outlet etnews reports that Samsung is poised to capture roughly 70% of total demand. It is worth noting tha...

2025-05-06

[News] U.S. Lawmaker Set to Propose Bill Mandating Location Tracking of NVIDIA Chips to Curb Smuggling into China

U.S. Representative Bill Foster is preparing to introduce legislation in the coming weeks that would require verification of the final destination of AI chips, such as those made by NVIDIA, according to Reuters. The measure aims to address the widespread smuggling of these chips into China in violat...

2025-05-06

[News] Xiaomi Reportedly Forms 1,000-Strong Team for In-house Chip amid U.S. Scrutiny, with May Launch Ahead

While China’s tech behemoth Huawei is known for making strides for its Ascend AI chips to take on NVIDIA, another Chinese firm, Xiaomi, is rumored to have recruited Qin Muyun, a former Qualcomm senior director, and formed a 1000-employee team to develop its in-house “Xring” chipset, according ...

2025-05-06

[Insights] Panel Prices in Early May: NB, MNT Prices Hold Firm Ahead of Tariff Calls

TrendForce discloses the latest panel prices for early May, with details as follows. TV As May begins, weakening demand for TV panels has become increasingly evident. Some brand customers have begun leveraging this opportunity to pressure panel makers for further price concessions. Aware of...

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