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2025-03-12

[News] Samsung Reportedly Brings High-NA EUV Machine to Hwaseong Campus in Early March amid 2nm Race

As noted by Korean media outlet The Financial News, citing sources, Samsung Electronics brought in its first High-NA EUV equipment, the EXE:5000, to its Hwaseong campus earlier this month. This equipment, priced at approximately 500 billion KRW (around 500 million USD), is exclusively supplied by...

2025-03-12

[News] Meta Reportedly Tests in-house AI Chip on TSMC’s 5nm, with Mass Production Set for 2026

Tech giants are ramping up in-house AI chip development to cut costs and reduce reliance on NVIDIA, and Meta is following suit. According to Reuters, Meta is testing its first in-house AI training chip, while another Commercial Times report suggests the chip will be built on TSMC’s 5nm process, wi...

2025-03-12

[News] China’s AI Compute Dilemma: Why Advanced GPUs Are Sitting Unused in Idle Data Centers?

According to a report from TechNews, citing Forbes, while Chinese AI startup DeepSeek claims its computing resources are limited, numerous idle data centers across China are filled with advanced GPUs, waiting to be used—highlighting the challenges in China’s AI development. As noted in the re...

2025-03-12

[News] Samsung-Baidu 2nm Chip Deal Reportedly Stalls Amid U.S.-China Tensions

As Samsung pushes to expand its advanced-node customer base, its 2nm collaboration with China’s Baidu may be put on hold, according to Sedaily. The report, citing an industry source, reveals that Baidu previously aimed to produce AI chips with Samsung’s 2nm process, but talks stalled after Tr...

2025-03-11

[News] CHIPS Act Repeal Could Slash U.S. Semiconductor Market Share to Single Digits

Recently, concerns have arisen that U.S. President Donald Trump might repeal the CHIPS and Science Act. According to a report from Liberty Times, citing Bloomberg, if the Trump administration revokes the CHIPS Act, the U.S. semiconductor market share could drop to single digits. As noted in the B...

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