Subject


AI


2025-06-03

[News] TSMC Reportedly Reaffirms 2025 Sales Growth of 24–26%, Warns Tariffs May Push Up Prices

At its annual shareholders’ meeting on June 3, TSMC Chairman and CEO C.C. Wei addresses concerns about tariff-related risks. As noted by Central News Agency, Wei says that despite ongoing uncertainty and potential impacts from tariff policies, TSMC sees no changes in customer behavior, reaffirming...

2025-05-26

[News] Samsung Reportedly Eyes Glass Interposers by 2028, Speeds up Prototyping with Smaller Panels

Samsung is continuing to strengthen its foundry operation and is reportedly planning to adopt glass substrates for chip packaging, according to Wccftech citing etnews. The South Korean tech giant intends to replace the traditional silicon interposer with a glass interposer by 2028, as the report not...

2025-05-14

[News] Trump Axes Biden’s AI Diffusion Framework, Targets Huawei, China’s AI Models and Chip Diversion

Before Biden’s AI chip rules kick in on May 15, Trump slams the brakes, and Washington is now zeroing in on Chinese AI chips and models. According to Bloomberg and the U.S. Bureau of Industry and Security, the agency clarified that using Huawei’s Ascend AI chips anywhere breaches US export rules...

2025-05-05

[News] Microsoft, Meta Ramp Up AI Spend, Lifting NVIDIA’s Taiwanese ODM Partners Foxonn, Quanta and Wiwynn

Although there were earlier concerns about whether major CSPs would scale back AI-related capital spending, Meta and Microsoft have both announced plans to increase their AI investments, according to Economic Daily News. This is expected to be a fresh boost for NVIDIA, with key Taiwanese AI server O...

2025-05-02

[News] Trump Reportedly Weighs Loosening NVIDIA Chip Curbs for UAE Amid Intel-Linked Investment Talks

According to Bloomberg, sources say the U.S. is considering loosening restrictions on NVIDIA chip sales to the United Arab Emirates, with President Donald Trump potentially set to unveil a bilateral semiconductor agreement during his upcoming visit to the Gulf region. The report notes that Trump ...

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