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Citi estimates that AMD sells Instinct MI300X for $10,000 to Microsoft, while Nvidia's H100 can sell for $40,000 albeit in retail.
Google says transistor cost scaling stalled at 28nm and remains flat with every new node.
Intel reportedly delays $20 billion Ohio fab project due to govt incentives and chip demand.
Once this fab plant commences operation, it will make HBM for Nvidia AI GPUs made and packaged by TSMC's plant in Arizona
Due to several setbacks in its original plans to introduce its own modem SoC, Apple decided to extend its agreement with Qualcomm, extending its current patent license agreement until 2027.
The U.S. may make significant investments in Vietnam to boost its semiconductor sector.
Canon's nanoimprint lithography tools will ship either this year or next, they will address 3D NAND manufacturing first.
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