Tesla CEO Elon Musk has revealed in a post on X that the company is close to taping out its next-generation AI5 chip while simultaneously beginning development of AI6. Tesla plans...
TSMC's advanced CoWoS packaging capacity has become extremely tight, resulting in only a few leading AI chipmakers having the means to book capacity in large quantities. Other ASIC...
The true service life of AI GPUs, the cornerstone of computing power, has become a new battleground in the heated debate surrounding AI investments. This question directly impacts...
Tesla CEO Elon Musk has revealed intentions to construct an in-house wafer fabrication facility, or TeraFab, to meet soaring AI chip demand that surpasses current industry manufacturing...
Amkor, one of the largest US-based outsourced semiconductor assembly and test (OSAT) providers, has begun investing over KRW260 billion (approx. US$177 million) in South Korea to...
Three former senior executives from Google and Meta Platforms Inc. have launched Majestic Labs, a startup focused on developing advanced server architectures to address memory limitations...
As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation...
Tesla is extending its in-house chip roadmap beyond vehicles and humanoid robots, with CEO Elon Musk signaling that the company's forthcoming AI8 processor could power orbiting data...
Microsoft has accelerated its artificial intelligence (AI) chip development by licensing proprietary chip and system design innovations from OpenAI, CEO Satya Nadella disclosed during...
South Korean AI chip startup Rebellions is accelerating its global expansion, establishing a US entity and appointing two senior Silicon Valley executives to strengthen its position...
Elon Musk's declaration that he is "very excited about chips" has rattled the global foundry industry. His plan for a massive Tesla-built wafer fab threatens to turn what was once...
South Korea's semiconductor industry, boosted by AI-driven HBM memory demand, faces challenges as China's CXMT speeds up HBM3 production and Tesla plans to create its own wafer fab...
Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
TSMC posted record consolidated revenue of NT$367.47 billion (US$11.87 billion) in October 2025, up 11.0% from September and 16.9% from a year earlier. The result highlights the company's...
Malaysia has reiterated its neutral stance on artificial intelligence (AI) chip selection, ensuring that both Nvidia Corporation and Huawei's Ascend unit chips will be adopted. According...
