OpenAI’s Multi-Billion AMD Deal Unpacked: Big Gains for Both, Along with TSMC and Taiwan’s ODMs. 📰 News Source: https://t.co/58OxtvXgVl

🤖 #Tesla’s #Optimus is practicing Kung Fu… but might not quite shake hands yet! Production is reportedly paused because designing human-like, dexterous hands is proving tricky. 💡More: https://t.co/hUoGZyEwNm 🔗

🔥 Zhejiang Jingsheng just kicked off its first 12-inch #SiC pilot line, reportedly achieving full in-house development and 100% equipment localization. Another big step toward #China’s chip independence?💡More: https://t.co/1IDwyIdbq2 🔗

⚠️ Semiconductor leaks heat up! #TSMC’s 2nm case is settling, while #Samsung & #SKhynix are also facing leaks involving 10nm-class DRAM and hybrid bonding tech.💡More: https://t.co/KeCDklTeyH 🔗

👀 Over 300 South Korean R&D experts are reportedly working at #Huawei — and many are said to be active professionals, not just retirees!💡More: https://t.co/eknHEB66O8 🔗

#Samsung has been the primary #HBM supplier for #AMD’s AI chips, providing #HBM3 12-hi stacks for the #MI300 Series and HBM3e 12-hi for the #MI350 Series. The company is currently undergoing qualification for #HBM4 12-hi to be used in AMD’s next-generation #MI400 and #MI450

🚨 Chip war escalates! #China announced that overseas products using Chinese-origin rare earths—even as little as 0.1% of their value—will face case-by-case review, with advanced semiconductor manufacturing squarely in the crosshairs.💡More: https://t.co/oOtTdIdO5S 🔗

📢 Big news for #Samsung? #NVIDIA reportedly gives the nod! Jensen Huang is said to have sent a personal letter to Samsung Chairman Lee Jae-yong – 12H #HBM3e is set for the GB300!💡More: https://t.co/srpKzCYdcK 🔗

🤔 #NVIDIA just poured $5B into #Intel and planned to co-develop x86-based RTX SoCs — yet its first desktop CPU, the N1X, reportedly will be ARM-based. Is Team Green testing both fronts? 💡More: https://t.co/c0Gp5Si8zu 🔗

👀 #Intel’s #PantherLake runs on its #18A with PowerVia tech — but the GPU and SoC tiles reportedly come from #TSMC’s N3E and N6 nodes. What surprises may await in this much-anticipated chip? 💡More: https://t.co/CQxhdCK2rz 🔗

🤖 #AI could reportedly displace nearly 100M jobs in the next decade — and it’s not just low-wage roles. Even accountants, developers, and nurses may feel the impact! 💡More: https://t.co/6yDGmQDAvx 🔗

🚀 #Samsung scores big in AI chips! Reportedly the main #HBM4 supplier for #AMD’s MI450 in #OpenAI’s next-gen AI rollout, the company stands to gain massively from this multi-year deal.💡More: https://t.co/luYXor0ssE 🔗

🤔 #China reportedly snapped up nearly $40B in advanced chipmaking tools in 2024 — up 66% from 2022, even with new export curbs in place. Loopholes in those restrictions really that wide? 💡More: https://t.co/KomksAncZV 🔗

Weekly Average Spot Price of #NAND_Flash from #TrendForce. 📖 Related news: https://t.co/vNlVHfb2gA 🔗 📊 For more on NAND Price: https://t.co/zD1gAhiDzu 🔗

Weekly Average Spot Price of #DRAM from #TrendForce. 📖 Related news: https://t.co/e9HF29XHgi 🔗 📊 For more on DRAM Price: https://t.co/SiaZWqKThG 🔗

🤔 Everyone’s buzzing about a 50% surge for #TSMC #2nm—but insiders now reportedly say it’s only 10–20% higher than 3nm. 3–7nm? Small lifts likely coming in 2026.💡More: https://t.co/8IQF67IYGj 🔗

📈 The DRAM price rally shows no sign of stopping! Leading Korean & U.S. makers have reportedly paused quotes for a week, with #DDR4 contract prices expected to climb another 30–50% in Q4.💡More: https://t.co/S5Cyet42rc 🔗

🔥 #China reportedly secured roughly USD 30B in #semiconductor startup funding between 2015 and 2025 — said to account for over 50% of the global total, ahead of the U.S. and South Korea! 💡More: https://t.co/NthmccjbbQ 🔗

🌵 Is #Arizona is the new chip frontier? With #TSMC and #Intel ramping up production, the U.S. Southwest is turning into a semiconductor powerhouse, as SEMICON West heads to Phoenix for the first time. 💡More: https://t.co/uFq3YdaAwI 🔗