TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification
TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner — Ivan Chiam, Myron Xie, Ray Wang, and 3 others
TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification
TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner — Ivan Chiam, Myron Xie, Ray Wang, and 3 others
Analysis: Meta's Hypernova AR glasses will enter mass production in Q3 2025 to beat Apple to market, but have a modest sales target of 150K-200K over two years
But Analyst Warns Uptake May Be Muted For Now Trevor Mogg / Digital Trends : Meta's ‘Hypernova’ AI smart specs will be an ‘experimental’ device Nickolas Diaz / Android Central : Meta reportedly has lo...
Sources: Meta bought just under 3% of Ray-Ban maker EssilorLuxottica, a stake worth ~€3B, and is considering more investment to build its stake to ~5% over time
finance.yahoo.com/news/meta- in... X: Nik / @ns123abc : > Meta acquired 3% of EssilorLuxottica > Meta to build investment to 5% > Zucc plans to dominate hardware manufacturing and lock-in retail distr...
Letter: Synopsys tells staff to stop sales, services, and new orders in China to comply with new US export curbs, and pulls its annual and quarterly forecasts
(Former name or former address, if changed since last report) Anusuya Lahiri / Benzinga : Synopsys Halts China Sales After US Cracks Down On Chip Design Exports insideHPC : White House Imposing Export...
Sources: the US Commerce Department tells electronic chip design automation groups, which include Cadence and Synopsys, to stop supplying their tech to China
$SNPS, $CDNS SYNOPSYS, CADENCE & SIEMENS EDA CONTROL ~80% OF CHINA'S CHIP DESIGN MARKET 😳 [image] Kyle Chan / @kyleichan : The US-China trade war has quickly morphed into a supply chain war. China put...
Analysis: China imported a record $30.9B in chipmaking equipment in 2024, including $9.63B from Japan, $9.53B from the Netherlands, and $4.86B from Singapore
TAIPEI/SEOUL — China bought a record amount of foreign chipmaking equipment in 2024 as part of efforts to massively expand domestic chip production … X: @pstasiatech , @nikkeiasia , and @rwang07 X: Pa...
Filings: Abu Dhabi-based AI group G42 set up a US company to boost its presence in the country, as the UAE plans to invest tens of billions of dollars in the US
Chloe Cornish / Financial Times : X: @rwang07 X: Ray Wang / @rwang07 : Report: Abu Dhabi-based AI firm G42 is expected to expand its presence in US. Abu Dhabi artificial intelligence group G42 is set...
Sources: China has quietly exempted from tariffs at least eight classifications of US-made microchips, as it seeks to exempt “irreplaceable” goods
duties paid are eligible for refunds Wency Chen / South China Morning Post : China said to waive retaliatory tariffs on some US chip imports in sign of trade war thaw Meaghan Tobin / New York Times : ...
Sources: China instructs its top AI leaders to avoid visiting the US over fears they could divulge confidential info or be detained and used as bargaining chips
Beijing increasingly views cutting-edge technology through national-security lens, putting executives on tighter leash @Kubota_Yoko https://www.wsj.com/... https://www.wsj.com/... Joel Atkinson / @joe...