Semiconductor News & Analysis Feed

ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX represents a significant commercial breakthrough for China's domestic AI chip industry. This development demonstrates growing confidence from major Chinese tech companies in本土 se

Samsung observes increased chip orders from key customers including BYD, Google, and AMD amid tight semiconductor capacity constraints. This trend reflects strong global demand for semiconductors, particularly in electric vehicles, AI, and high-performance computing sectors. While TSMC faces capacit

Intel's foundry business is entering a pivotal phase. According to a report by The Information, Google has placed an order with Intel for over three million Tensor Processing Units (TPUs) to be manufactured in 2028, marking the largest external AI chip manufacturing win in Intel Foundry's history. T

Recent reports indicate that Google is planning to shift part of its in-house artificial intelligence chip production, specifically the Tensor Processing Units (TPUs), to Intel Foundry. This marks a significant breakthrough for Intel, which had struggled to secure major clients. Previously, TPUs wer

Samsung Electronics may soon secure a major AMD 2nm chip order, marking a significant development in the semiconductor industry. This potential partnership underscores Samsung's advancement in cutting-edge manufacturing capabilities, particularly at the 2nm process node. AMD's chip ordering decision