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| 18 New Chip Fabs to Commence Construction this Year |
1/14/2025 |
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In 2025, the Americas and Japan are the leading regions with four projects each. The China and Europe & Middle East regions are each tied for third place with three planned construction projects. Taiwan has two planned projects, while Korea and Southeast Asia have one project each for 2025.
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| TSMC starts 4nm chip production in Ariz. |
1/14/2025 |
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Taiwan Semiconductor Manufacturing Co. has started producing 4-nanometer chips at its Fab 21 in Arizona, marking the first time such advanced chips are made in the US.
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| TSMC Arizona allegedly now producing AMD's Ryzen 9000 and Apple's S9 processors |
1/10/2025 |
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If the information is accurate, then TSMC's Fab 21 in the U.S. is now producing at least three chips: Apple's A16 Bionic system-on-chip for iPhone 15 and iPhone 15 Plus smartphones, at least one IC in the Apple S9 SiP for smart watches (we presume this is the actual application processor with two 64-bit cores and a quad-core neural engine), and one of AMD's Ryzen 9000-series CPU. All of the said processors are made using TSMC's 4nm-class N4 and N4P technologies.
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| SK chairman talks with Nvidia CEO about faster-than-requested HBM development |
1/10/2025 |
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SK Group Chairman Chey Tae-won confirmed a meeting with Nvidia CEO Jensen Huang and highlighted SK Hynix's rapid development of high-bandwidth memory -- surpassing Nvidia's requests -- during CES 2025. This advancement strengthens SK Hynix's position as a major supplier of HBM for Nvidia's AI systems, while Samsung Electronics faces challenges in qualifying its HBM chips for Nvidia's processors.
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| How business is bracing for a US-China trade war |
1/10/2025 |
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The Port of Los Angeles, which is the U.S.’s main commercial gateway to China, handled almost a million 20-foot containers in October, an increase of 25 percent on the year that port officials attributed in part to the prospect of new tariffs. Volumes were up 16 percent in November and were tracking a 19 percent increase in December.
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| MediaTek partners with Nvidia to develop supercomputer chips |
1/8/2025 |
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MediaTek has partnered with Nvidia on the Nvidia GB10 Grace Blackwell Superchip for Project Digits -- a personal AI supercomputer. This collaboration builds on their previous work in automotive and AI, and MediaTek aims to enhance AI capabilities across its product lines, including smartphones, IoT devices and smart TVs.
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| Nvidia looks to set up an ASIC unit in Taiwan |
1/7/2025 |
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Nvidia is reportedly planning to establish an application-specific integrated circuit division in Taiwan to develop customized chips. The move comes as companies seek alternatives to Nvidia's graphics processing units-- with Apple using Google's TPUs and Amazon's Trainium2 chips.
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