OpenAI is working with Broadcom and TSMC to develop inference chips, optimize the supply chain, reduce dependence on GPUs, and face the challenge of high computing costs.

The new iMac is equipped with an M4 chip, which has improved performance, richer colors, enhanced AI capabilities, and significantly optimized image and sound experience.

In the third quarter, SK Hynix's revenue and profits exceeded historical records. Company executives said that the market was "too early" to worry about the surplus of chips.

TSMC decided to suspend shipments to a certain customer and launch a detailed investigation after discovering that a chip supplied to the customer was used in Huawei products.

ARM plans to cancel its chip design license agreement with its long-time partner Qualcomm and has given Qualcomm a 60-day notice.

Samsung's new wafer foundry in Texas, USA, is facing difficulties in expanding production capacity due to the delayed delivery of extreme ultraviolet equipment ordered from Dutch semiconductor giant ASML.

Nvidia and TSMC have been in partnership for nearly three decades, forming a highly symbiotic business model. The rapid development of the AI ​​market has also made Nvidia TSMC's second largest customer after Apple.

ASML's latest financial report was exposed in advance before the scheduled release date. The forecast for the following year is significantly lower than market expectations. Nvidia's stock price may be "excessive" to follow the decline.

Intel and AMD announce the joint establishment of an X86 Ecosystem Advisory Group to enhance the compatibility and consistency of the X86 architecture in response to challenges from ARM chips.

AMD officially launched its next-generation AI chip series, but its stock price fell 4% after the launch event, with poor response.

Nvidia emphasized that the latest Blackwell chip has achieved a leap in performance in AI computing, and the chip has always been designed with "improving energy efficiency" as the core.

Nvidia declined to respond to the news of the H20 break, and its CEO Huang Renxun has completed the "reduction plan" to become the company's largest individual shareholder.。

Japanese chip startup Rapidus is seeking to raise 100 billion yen from existing and new investors to finance its chip development work, and expects to achieve fully automated mass production of 2nm process chips by 2027.

Nvidia CEO Jensen Huang plans to speak at the Goldman Sachs conference in San Francisco to provide more information on the latest progress of the next-generation AI processor Blackwell.

Intel is considering selling part of its stake in autonomous driving computing company Mobileye. Its proposed self-rescue plan also includes selling its programmable chip division Altera and possibly selling or splitting its wafer foundry business.

Qualcomm launched the Snapdragon X Plus 8-core platform at IFA 2024 to challenge the dominance of Intel and AMD.

AMD announced that it will acquire server manufacturer ZT Systems for $4.9 billion.

It is understood that SoftBank failed to reach an agreement with Intel on the plan to cooperate in the production of AI chips, so it turned to TSMC for foundry.

Applied Materials recorded better-than-expected results in Q3 2024, but its Q4 forecast was only in line with the market, disappointing investors.

PC manufacturer OneNetbook recently previewed a new eGPU, suggesting that AMD may be preparing to launch this new GPU to fill a market gap.