Nvidia’s ₩4.7T MediaTek Bet: Why the GPU Giant Is Backing Taiwanese SoC Design
NVIDIA is reportedly investing 4.7 trillion Korean won (approximately $3.4 billion USD) into MediaTek, a Taiwanese chip designer.
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TSMC’s COUPE Roadmap: Integrating Light Sources to Solve the AI Interconnect Bottleneck
TSMC's Dr. Ming-Fa Chen presented updates on the COUPE silicon photonics platform at SEMICON Taiwan 2026, detailing plans to integrate…
Imec’s 2041 Angstrom Roadmap: High-NA EUV Becomes the Standard for Advanced Foundries
Imec, a leading semiconductor R&D center, announced its updated technology roadmap extending to the A2 node by 2041, emphasizing High-NA…
Lam Research Is Building an Oregon R&D Center to Speed Up HBM Supply for Samsung and SK hynix
Lam Research has begun construction on a new R&D center in Oregon, focused on enhancing semiconductor manufacturing capabilities for AI…
SK hynix’s Indiana Packaging Plant: The 2029 Timeline for U.S. Chip Designers
SK hynix plans to start mass production of advanced packaging at its new US plant in Indiana by 2029.
U.S. Cloud Export Controls: Closing the Remote AI Chip Loophole for Chinese Tech
The US Department of Commerce is planning new regulations to prevent Chinese companies from circumventing AI chip export controls by…
Nvidia’s Revolving Finance Risk: Why $105B in Partner Guarantees Outpaces Quarterly Revenue
Nvidia reported strong Q2 FY2027 earnings, exceeding market expectations with $96.2 billion in revenue and a 106% year-over-year increase, driven…
SK hynix’s Indiana HBM Plant: A 2029 Target That Leaves the Core Fab in Korea
SK hynix has begun construction on its advanced packaging plant in West Lafayette, Indiana, with a goal of starting mass…
Nvidia’s 106% Revenue Surge Signals Sustained Demand for Korean HBM Suppliers
NVIDIA reported Q2 revenue that surpassed analyst expectations, showing a 106% increase compared to the same quarter last year. This…
Nvidia’s Vera Rubin Bottleneck: Why HBM Suppliers Hold the Key to Its 70% Growth Forecast
Nvidia reported record-breaking fiscal Q2 (May-July) revenue of $96.22 billion, exceeding market forecasts.
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