July 2025– date –

Main News Samsung-Tesla AI Chip Deal: Samsung's AI chip deal with Tesla will reportedly mark the dawn of a resurgence in the company's foundry business, which is likely to adopt the 2nm process and expand chip production for Tesla in 202...

Main News NVIDIA has ordered an additional 300,000 H20 chips from TSMC to meet the surge in demand for H20 AI GPUs in China. This indicates that demand for AI in the Chinese market is outstripping supply. Samsung has won a contract from ...

Main News Samsung Wins Big AI Chip Contract from Tesla Samsung has won a $16.5 billion to $17 billion foundry contract with Tesla to manufacture AI6 chips at its Taylor plant using 2nm GAA wafers. Elon Musk described this as "minimal" an...

Main News Samsung's missed opportunity to work with NVIDIA casts a shadow over its leadership. As Lee Jae-yong approaches his 1,000th day as leader, the company's revenue and HBM (High Bandwidth Memory) strategy are reportedly being affe...

Introduction: AI Revolution in the Manufacturing Industry, Entering the Practical Phase In July 2025, artificial intelligence (AI) technology is clearly shifting from the "experimental phase" to the "practical phase. Especially in the ma...

Main News Intel's Financial Crisis and Strategic Shift: Intel posted a net loss of $2.9 billion in the second quarter of 2025, its sixth consecutive quarterly loss; CEO Rip Boo Tan has announced a policy of fiscal austerity, declaring "n...

On July 23, 2025, the U.S.-China battle for technological supremacy entered a new phase. The Trump administration has launched an ambitious " U.S. AI Action Plan ". This plan will be a powerful engine to further accelerate U.S. giants su...

Main News Intel's Major Restructuring and Future Uncertainty Intel plans to cut up to 30% of its workforce (over 15,000 people) and has indicated that it may withdraw from the cutting-edge chip competition if there is no interest from ou...

Main News Surging Demand for AI Servers and Supply Chain Bottlenecks Demand for AI servers is surging, but faces a bottleneck in the supply of fiberglass. Elon Musk plans to spend trillions of dollars on NVIDIA's AI chips, and Alphabet h...

Main News AI PC Launch Postponed: Nvidia and MediaTek have postponed the launch of the AI PC to 2026 due to Microsoft OS issues and market headwinds. This represents a challenge in a promising new market. TSMC AI-Related Revenue: TSMC, N...