Has the AI boom turned into a bubble? According to Bloomberg, Microsoft, as OpenAI’s biggest backer, has started canceling or not renewing a large number of data center lease agreements in the U.S., which raises concerns over Microsoft’s potential over-investment in AI computing power. Bloomb...

According to Commercial Times, citing Japanese media outlet TBS News, the construction of TSMC’s second fab in Kumamoto has reportedly been delayed, with the groundbreaking date pushed back from the originally planned "first quarter of 2025" to "sometime within 2025." However, the plant’s pro...

Shortly after confirming positive progress on its 18A node, with tape-outs set for 1H25, Intel also updated on its adoption of high-NA EUV equipment. On Monday, the company revealed that the first two high-NA EUV machines from ASML are in production, processing 30,000 wafers in a quarter already, as...

Recently, the semiconductor industry has seen two major developments, as the EU and Japan have each announced substantial subsidies for semiconductor-related companies to promote local industry growth. Infineon Receives €920 Million EU Subsidy, Dresden Plant Accelerates Development On Februa...

According to a report from ijiwei, citing China Business Journal, several automotive industry companies—including Xiaomi, XPeng, and NIO—have recently announced their entry into the "humanoid robot" market. The report notes that, based on incomplete statistics, 18 global automakers have now vent...