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5-11 #GoHome : Apple reportedly has struck an agreement with Samsung Display for foldable display; Apple has cut its 2024 Vision Pro shipments to 400K–450K units; Apple is studying the possibility of working with an electric vehicle (EV) startup company; etc.

Apple reportedly has been working on its own chip designed to run artificial-intelligence (AI) software in data-center servers. Project ACDC (Apple Chips in Data Center) has been in the works for several years. Apple’s server chip will likely be focused Read more ›

5-5 #Embrace : Samsung is currently developing next-gen GAA technology; Two major international manufacturers in China have stopped updating their small foldable phone lines; Apple has allegedly renewed discussions with OpenAI; etc.

Samsung Electronics is currently developing next-generation “gate-all-around” (GAA) technology, aimed for application in the 2nm foundry processes it plans to mass produce in 2025. GAA technology is a next-generation transistor technology that regulates and amplifies or switches off the flow Read more ›

5-1 #HappyLaborDay : TSMC has announced its “A16” will enter production in 2H26; Samsung Electronics is deepening ties with Zeiss Group; ASML will no longer service certain chipmaking equipment purchased by Chinese customers; etc.

Taiwan Semiconductor Manufacturing Co (TSMC) has announced that a new chip manufacturing technology called “A16” will enter production in 2H26. The announced 1.6nm process relies on gate-all-around nanosheet transistors, just like the upcoming N2, N2P and N2X architectures based on Read more ›