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2026-07-20

[News] NVIDIA’s RTX 50 Super Refresh Faces Launch Uncertainty as 3GB GDDR7 Reportedly Costs 3× Than 2GB

Memory is becoming a critical bottleneck in the AI era, and even NVIDIA is not immune to the pressure. Citing VideoCardz, Tom’s Hardware reports that the company’s upcoming GeForce RTX 50 Super refresh could face an unexpected delay, with surging 3GB GDDR7 memory costs emerging as the key hurdle...

2026-07-20

[News] Samsung Reportedly Gives Wide Fold the Largest Annual Production Share at 2.8M as Apple May Drive 4:3 Shift

Samsung Electronics is reportedly poised to make its newly introduced 4:3 aspect ratio Wide Fold the highest-volume model in its foldable lineup. According to ETNews, citing industry sources, Samsung plans to produce approximately 2.8 million display panels for the Galaxy Z Fold8 (Wide Fold), compar...

2026-07-20

[News] TSMC’s $265B U.S. Bet: “No Food Left on the Table” Despite 4-5x Higher Fab Construction Costs

As Intel reportedly moves to bring 80–90% of Nova Lake compute tile production back in-house on its 18A process, TSMC is stepping up its U.S. expansion with advanced nodes including 2nm and beyond. The foundry giant added US$100 billion to its investment plan last week, raising its total U.S. comm...

2026-07-20

[News] Tata’s India Fab Reportedly to Launch at 90nm Instead of 28nm; Commercial Production Delayed to Mid-2028

Tata Electronics is set to launch India's first semiconductor manufacturing project, though the technology may be less advanced than initially planned. According to Bloomberg, sources say the company is preparing to build the country's first large-scale chip fab at Dholera in Gujarat, with productio...

2026-07-20

[News] WAIC 2026 Highlights China’s SuperNode Push Led by Huawei; MiniMax M3, Unitree Robots in Focus

The 2026 World Artificial Intelligence Conference (WAIC) opened in Shanghai on July 17. According to Yicai, this year's exhibition shows AI moving into real industrial deployment. Supernodes have replaced individual chips as the new focus of computing power competition, AI agents are evolving into p...

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