Introduction: A Billion-Dollar Chess Game Author: Zhang Guangliu If the competition for AI chips can be likened to a high-stakes poker game, then AMD’s collaboration with OpenAI in October 2025 undoubtedly marks AMD’s “All-in” moment. This partnership, expected to be worth between $70 billion and $100 billion, not only gives AMD the leverage to challenge … Read more
Source: https://www.deeplearning.ai/the-batch/issue-320/ Last week, China barred its major tech companies from buying Nvidia chips. This move received only modest attention in the media, but has implications far beyond what’s widely appreciated. Specifically, it signals that China has progressed sufficiently in semiconductors to break away from dependence on advanced chips designed in the U.S., the vast … Read more
1. Stock Price Soars! Intel Experiences Its Strongest Market Performance in 25 Years Today, Intel’s pre-market stock price surged again by 5%, with a nearly 40% increase throughout September! More astonishingly, on September 25, the stock price skyrocketed by 8.87% in a single day, closing at $33.99, the highest price since July 2024, and continued … Read more
Recently, in a news program, U.S. Treasury Secretary Janet Yellen once again mentioned Taiwan regarding the chip issue, claiming that Taiwan almost monopolizes high-end chip production, which poses risk management problems. The U.S. must transfer part of its production to other countries to reduce risks, raising concerns from various sectors. There are worries within Taiwan … Read more
According to data from SEMI and SEAJ, global semiconductor manufacturing equipment spending is projected to reach $33.07 billion in the second quarter of 2025, a 23% increase compared to the second quarter of 2024. Regionally, spending in mainland China is the highest in the second quarter, amounting to $11.36 billion (approximately 810.51 billion RMB), accounting … Read more
Recently, MediaTek announced a significant milestone: their first flagship chip based on TSMC’s 2nm process has completed tape-out. In simple terms, this means the chip design is finished, and it is now entering the “real-world testing” phase—specifically, the manufacturing verification stage. More importantly, they stated: this chip is planned to enter mass production by the … Read more
The global semiconductor industry is facing a new wave of price surges. According to media reports on Tuesday, a price increase storm has erupted simultaneously at both ends of the industry chain: TSMC’s 2nm advanced process pricing has surged by at least 50% compared to the 3nm process, and the last generation of 3nm CPUs … Read more
Nvidia’s $5 billion investment in Intel has sparked extensive discussions within the chip industry. Some have shared the cover of Wired magazine from July 2002, featuring Jensen Huang, with his full head of black hair and dressed in black, exuding determination. At that time, he wasn’t wearing a leather jacket, and Nvidia’s market value was … Read more
China was once a semiconductor powerhouse. Can it return to greatness? Mr. Koike Atsuki, a 73-year-old semiconductor engineer and motorcycle enthusiast, brings the same rhythm to his latest company, Rapidus. Founded in 2022, the company opened a large semiconductor factory in the small city of Chitose on Hokkaido, Japan’s northernmost main island. In December, Rapidus … Read more
In the chip industry, there is a very famous principle known as Moore’s Law, proposed by Gordon Moore, co-founder of Intel. The main idea of Moore’s Law is that, with constant prices, the number of transistors that can be accommodated on an integrated circuit doubles every 18-24 months, leading to a doubling of performance. Over … Read more