NVIDIA might face the risk of losing key customers as delays plague its next-gen smart driving chip, Thor. According to a report from 36Kr, China’s electric vehicle giant Xpeng is considering shelving its plans to integrate the chip, as the US chip giant is said to postpone Thor’s mass productio...

Samsung’s new head of its foundry business, Han Jin-man, stated last week that the semiconductor giant will work on a "two-track strategy" aimed at closing the technology gap with TSMC and countering competition from followers, such as China's SMIC. Now, to further secure its leadership on legacy ...

According to a report from Chosun Biz, SK hynix is expanding its HBM production capacity at the Cheongju M15X fab to address ongoing market supply shortages, with AI demand expected to continue outpacing HBM supply in 2025. To support this expansion, the company plans to transfer some of its DRAM wo...

With its N2 (2nm-class) node beginning mass production in the latter half of 2025, TSMC revealed more details about it at the IEEE International Electron Device Meeting (IEDM) a couple of days ago. According to IEEE Spectrum and Tom’s Hardware, TSMC's new 2nm technology delivers up to 15% faster p...

According to a report by Economic Daily News, TSMC is riding the wave of AI and high-performance computing (HPC) applications, with its USD-denominated revenue expected to reach record highs in Q4 2024 and throughout the year. Recently, rush orders have surged as customers anticipate tighter U.S. re...