Exclusive: Behind the plot to break Nvidia's grip on AI by targeting software https://www.reuters.com/technology/behind-plot-break-nvidias-grip-ai-by-targeting-software-2024-03-25/
Micron: HBM memory consumes 3 times the wafer space https://www.guru3d.com/story/micron-hbm-memory-consumes-3-times-the-wafer-space/
Texas Instruments Plans Large-Scale Transition of GaN Chip Production from 6-inch to 8-inch Wafers https://www.trendforce.com/news/2024/03/25/news-texas-instruments-plans-large-scale-transition-of-gan-chip-production-from-6-inch-to-8-inch-wafers/
Broadcom shows a gargantuan AI chip — XPU could be the world's largest chip built for a consumer AI company https://www.tomshardware.com/tech-industry/artificial-intelligence/broadcom-shows-gargantuan-ai-chip-xpu-could-the-worlds-largest-chip-built-for-a-consumer-ai-company
The world's semiconductor industry hinges on a single quartz factory in North Carolina https://www.tomshardware.com/tech-industry/semiconductors/the-worlds-semiconductor-industry-hinges-on-a-quartz-factory-in-north-carolina
Samsung ranks top Global Innovator while Huawei gets 7th spot https://www.digitimes.com/news/a20240319VL210/ai-huawei-innovations-samsung-sk-hynix-tsmc.html
Samsung to launch AI chips to challenge Nvidia, others — 'Mach 1' chips to launch in early 2025 https://www.tomshardware.com/tech-industry/artificial-intelligence/samsung-to-launch-ai-chips-to-challenge-nvidia-others-mach-1-chips-to-launch-in-early-2025
SEMI expects record US$137 billion in 300mm fab equipment spending in 2027 https://www.digitimes.com/news/a20240320VL202/2027-300mm-ic-manufacturing-semi.html
Nvidia aims to become 'TSMC for AI' with new software platform https://asia.nikkei.com/Business/Tech/Semiconductors/Nvidia-aims-to-become-TSMC-for-AI-with-new-software-platform