Subject


AMD


2025-04-22

[New] AMD Rumored to Sell the AI Server Assembly Fab in the U.S.

As the U.S. enhances the influence on the tech industry with related policies, chip giant AMD is rumored to sell its AI server assembly plant located in the United States, followed by proactive bidding from major OEM manufacturers in Taiwan. It’s reported that companies like Compal and Wiwynn have...

2025-04-17

[News] Intel Reportedly Faces New U.S. AI Chip Crackdown on China for High-end Products Like Gaudi

Intel seems to be start feeling the heat from Washington’s latest AI chip export curbs. Following NVIDIA and AMD, Team Blue now needs a license to sell certain high-end AI chips—like its Gaudi series—to the Chinese market, according to Reuters, citing Financial Times. The reports suggest th...

2025-04-15

[News] AMD to Double Down on U.S. Output, with First Domestic Chip Set to Roll Out from TSMC Arizona

With NVIDIA unveiling a massive up to $500 billion investment in the U.S., AMD, another American chip powerhouse, is also doubling down on domestic production. CEO Lisa Su confirmed today that AMD is boosting U.S. output, and according to Reuters, its flagship chips will soon roll off TSMC’s new A...

2025-04-14

[News] China’s New Chip Origin Rules Could Benefit Qualcomm, AMD, while Intel and TI May Feel the Heat

With China Semiconductor Industry Association now saying chip origin should be based on where wafers are made, another major shakeup on semiconductors may be coming. Reuters and Tom’s Hardware report that U.S. chipmakers like Qualcomm and AMD, which outsource production to TSMC, could dodge China...

2025-03-25

[News] TSMC Gears Up for SoIC, Reportedly Secures Orders from NVIDIA’s Rubin After AMD and Apple

As TSMC preps for 2nm mass production in the second half of 2025, it is also accelerating advanced packaging expansion to meet strong demand, with a shifting focus beyond CoWoS. According to Commercial Times, NVIDIA’s next-gen Rubin GPU will join AMD and Apple in adopting TSMC’s SoIC (System on ...

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