Main News U.S.-China trade talks are expected to resume in London to discuss rare earth and technology export controls. This could have a major impact on international trade and high-tech industries. The Trump administration remains caut...

Main News NVIDIA domination of the AI chip market and the rise of ASICs: In Q1 2025, NVIDIA has a 92% share of the AIB GPU market, with ASICs challenging its dominance; Huawei's Ascend 910C is having difficulty entering the market due to...

Main News NVIDIA dominates the GPU market: in the first quarter of 2025, NVIDIA captured a 92% share of the AIB GPU market, while AMD and Intel slumped significantly to 8% and 0%, respectively. This clearly demonstrates NVIDIA's strong m...

Main News 1. TSMC's Dominance in AI Chip Manufacturing and High Production Yield TSMC's CEO has consistently won the AI chip race, claiming that leading technology companies have no other choice but the Taiwanese giant. The company has r...

Main News TSMC 's 2025 Sales Forecast and AI Chip Competition Advantage TSMC expects record revenue in 2025 and claims that the big tech companies have no other choice in the AI chip race and will always win. However, the chairman points...

Main News TSMC 's progress in miniaturization technology and intensifying competition TSMC's 2nm process yield has reportedly surpassed 90%, while the 1.4nm process (Angstrom) is expected to cost as high as $45,000 per wafer, which may a...

Main News Intel and SoftBank Begin Collaboration on HBM Alternative for AI Data Centers Intel and SoftBank have begun collaborating on HBM alternative technology with lower power consumption for AI data centers. From Japan, Intel and Sof...

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Main News NVIDIA 's Strong Performance and Impact of China Regulations NVIDIA posted better-than-expected revenue of $44.1 billion in the first quarter of FY2026 (+69% YoY) and its stock price rose, but the company is forecasting an $8 b...

Main News Samsung Foundry wins orders from Nintendo and aims for additional orders from Sony and AMD. This marks an unusual loss for TSMC, which missed out on an order for a SoC for the Nintendo Switch 2. Samsung is looking for a breakth...