Monthly Archives: March 2025

[News] Foxconn Reportedly Lands Exclusive AI Server Orders for U.S. Stargate AI Project

According to a report from Economic Daily News, sources indicate that Foxconn will secure the exclusive contract for AI server manufacturing under the Stargate Project, with an official announcement reportedly expected as early as this month. In January, President Donald …

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[News] Microchip to Begin Layoffs March 3 Amid Falling Sales and Inventory Surplus

According to a report from Daily Tidings, Microchip Technology has announced plans to lay off workers at its Oregon and Colorado facilities on the 3rd, citing weak financial performance caused by declining sales. As noted by the report, Microchip Technology’s …

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[News] Intel Pushes Ohio Fabs to 2030 Amid Foundry Split Rumors and CHIPS Act Uncertainty

Amid foundry split and sale rumors, Intel is taking a cautious approach to expansion. According to The Columbus Dispatch and Reuters, Intel’s $28 billion Ohio chip plants could face more delays, as Team Blue has pushed the timeline back at …

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[News] NVIDIA’s CoWoS Orders Reportedly Face Decline Concerns as Hopper Ends, Market Awaits GB300 Boost

Despite NVIDIA’s strong Q4 earnings and upbeat Q1 outlook, supply chain sources suggest renewed concerns over potential CoWoS order cuts, with reports indicating a reduction in advanced packaging orders at foundries. According to Commercial Times, as NVIDIA’s Hopper GPU approaches …

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[News] AI Boom: Alibaba’s ¥380B & Musk’s 1M GPUs Signal a Surge

The global AI frenzy continues to soar, with tech giants making massive investments in AI hardware infrastructure and AI application models. Recently, Alibaba announced a RMB 380 billion (approximately $53 billion) investment in cloud and AI hardware infrastructure, while Elon …

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