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TSMC Can’t Keep Up With CoWoS Demand, Sending Advanced Packaging Orders Spilling Over To Intel & Rival Taiwanese Fabs
wccftech.com/tsmc-cant-keep-up-with-cowos-demand-advanced-packaging-orders-spilling-over-to-intel-rival-fabs/

Hot Take: The True AI Chip Challenge for NVIDIA Isn’t from AMD or Intel — It’s Google’s TPUs Heating Up the Race
wccftech.com/hot-take-the-true-ai-chip-challenge-for-nvidia-isnt-from-amd-or-intel-its-googles-tpus-heating-up-the-race/

Intel's New CEO: We're Not a Chip Leader Anymore — in Market Value: Intel's new CEO Lip-Bu Tan also reportedly told employees it's too late for the company to ...
pcmag.com/news/intels-new-ceo-were-not-a-chip-leader-anymore

Experts sound the alarm on dangerous plan to save Intel : A plan out of Washington DC may not be what the company or the industry needs.
thestreet.com/technology/experts-sound-the-alarm-on-dangerous-plan-to-save-intel-

Huawei improves AI chip production in boost for China’s tech goals: Chinese company improves ‘yield’ of latest semiconductor, despite US efforts to prevent ...
ft.com/content/f46b7f6d-62ed-4b64-8ad7-2417e5ab34f6

Samsung warns of slow AI chip sales in Q1, hurt by US restrictions on China: Samsung Electronics on Friday warned of sluggish sales of its artificial ...
reuters.com/technology/samsung-q4-profit-growth-slows-chip-issues-weigh-2025-01-31/

Hon Hai posts record high annual revenue in 2024 - Focus Taiwan: Taiwan-based manufacturing giant Hon Hai Precision Industry Co. confirmed Sunday that its sales ...
focustaiwan.tw/business/202501050015

Intel should have focused on AI rather than chipmaking, TSMC founder says
reuters.com/technology/intel-should-have-focused-ai-rather-than-chipmaking-tsmc-founder-says-2024-12-09/

Five Takeaways From Nvidia's Rise And Rise In 2024 - Forbes India: Nvidia has shrugged off some heating issues with its latest processors as normal ...
forbesindia.com/article/news/five-takeaways-from-nvidias-rise-and-rise-in-2024/94818/1

AMD lays off 4% of its workforce: AMD has confirmed that it's laying off 4% of its workforce to focus on 'large growth opportunities.'
techcrunch.com/2024/11/13/amd-lays-off-4-of-its-workforce/

Nvidia to replace Intel in Dow Jones Industrial Average — Intel's 25-year reign has come to an end
tomshardware.com/tech-industry/nvidia-to-replace-intel-in-dow-jones-industrial-average-intels-25-year-reign-has-come-to-an-end

Nvidia asked SK hynix to accelerate HBM4 chip delivery by six months, says report
tomshardware.com/pc-components/gpus/nvidia-asked-sk-hynix-to-accelerate-hbm4-chip-delivery-by-six-months-says-report

Nvidia to take Intel's spot on Dow Jones Industrial Average: Intel will be replaced by Nvidia on the blue-chip Dow Jones Industrial Average index after a 25-year ...
reuters.com/technology/nvidia-replace-intel-dow-jones-industrial-average-2024-11-01/
Key FactsNvidia Replaces Intel in Dow Jones Index
Nov 2, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Nvidia will replace Intel in the Dow Jones Industrial Average, ending Intel's 25-year tenure.
- Intel has been the worst performer in the index this year, while Nvidia's shares rose by 2.2%.
- The loss of Dow inclusion could negatively impact Intel's stock price further.
- Nvidia has emerged as a leader in AI chips, contrasting with Intel's struggles in the market.

Report: Nvidia is working on Arm CPUs for Windows: Nvidia hopes to supply full SoC boards to PC manufacturers and compete directly with Qualcomm's ...
pcworld.com/article/2508339/report-nvidia-is-working-on-arm-cpus-for-windows.html

Nvidia supplier SK Hynix sees no AI chip oversupply as profit soars to record: South Korea's SK Hynix on Thursday posted a record quarterly profit as the Nvidia ...
reuters.com/technology/nvidia-supplier-sk-hynix-posts-record-q3-profit-beats-forecasts-2024-10-23/

Micron Shares Soar on Strong Outlook : Micron Technology shares surged nearly 19% after a strong revenue forecast, potentially adding over $19 billion to its ...
wionews.com/videos/micron-shares-soar-on-strong-outlook-762399

Paid articlePaywall Traders Weigh ‘Buy the Dip’ Opportunities Amid Stocks Selloff: Investors and analysts are lining up bets on battered Asian technology stocks ...
bloomberg.com/news/articles/2024-09-04/-buy-the-dip-back-on-traders-radar-after-nvidia-fuels-selloff

SoftBank Reportedly Switches from Intel to TSMC for Its AI CPU Project: Intel is reported to have been incapable of meeting SoftBank's needs for 'volume and ...
extremetech.com/computing/softbank-reportedly-switches-from-intel-to-tsmc-for-its-ai-cpu-project

Nvidia supplier SK Hynix posts highest profit in 6 years on AI boom: South Korea's SK Hynix posted its highest quarterly profit since 2018 on Thursday as the ...
reuters.com/technology/nvidia-supplier-sk-hynixs-q2-profit-soars-ai-boom-2024-07-24/
Key FactsSK Hynix Achieves Highest Profit in 6 Years Amid AI Expansion
Jul 25, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- SK Hynix reported its highest quarterly profit since 2018 on Thursday and predicted increasing demand for AI chips in the second half, especially for High-Bandwidth Memory (HBM) used in generative AI chipsets.
- The world's second-largest memory chipmaker has benefited the most from the AI-driven appetite for high-end chips and enterprise solid-state drives, solidifying its position as a leader in AI memory products.
- Revenue rose 125% year-on-year to a record quarterly high of 16.4 trillion won, driven by explosive demand for high-end DRAM chips and chips for data center servers and devices with on-device AI services.
- SK Hynix leads the HBM market as the main supplier of HBM chips to Nvidia and has commenced mass production of fifth-generation HBM3E chips, expected to significantly contribute to the company's profits.

Intel Capital's investments in Chinese AI startups draw US govt attention — firm invests in 43 Chinese tech companies
tomshardware.com/tech-industry/intel-capital-investments-in-chinese-ai-startups-draw-us-govt-attention
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