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24.12.25 - 05:06
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TSMC′s N-2 restrictions hand Samsung US advanced chip opening (Digitimes)
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Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia. The company is testing its second-generation 2nm process with AMD and collaborating with Google for 2026 production, outpacing TSMC's planned 3nm output in 2027....
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23.12.25 - 13:00
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Edgewater Wireless Reports Fiscal 2026 Q2 Results and Advances PrismIQ™ Wi-Fi Spectrum Slicing™ Silicon Program (Business Wire)
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OTTAWA, Ontario--(BUSINESS WIRE)--Edgewater Wireless Systems Inc. (TSXV: YFI) (OTC: KPIFF) (“Edgewater” or the “Company”), the industry pioneer of AI-powered Wi-Fi Spectrum Slicing™ silicon solutions and IP, today reported financial results for the three and six months ended October 31, 2025 (Fiscal 2026 Q2). The Company's interim financial statements and related Management's Discussion and Analysis (“MD&A”) are available on SEDAR+. All figures are in Canadian dollars and prepared in accordance with IFRS unless otherwise stated.
“Our progress this quarter reflects disciplined, capital-efficient execution across our PrismIQ™ roadmap—advancing AI-enabled capabilities and hitting key silicon program milestones,” said Andrew Skafel, President & CEO. “Just as importantly, our growing visibility—through invitations to speak alongside Silicon Catalyst and Arm at TSMC, and at Canada's premier semiconductor symposium—signals that Edgewater's star is rising as the industry shifts tow...
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22.12.25 - 15:03
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Nvidia Prepares To Ship H200 AI Chips To China By Mid-February (ZeroHedge)
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Nvidia Prepares To Ship H200 AI Chips To China By Mid-February
Nvidia shares rose slightly in premarket trading in New York after Reuters reported that the US chipmaker has informed customers it plans to ship its second-most powerful AI chip, the H200, to China before the Lunar New Year in mid-February.
Sources familiar with the shipment say Nvidia plans to deliver about 5,000 to 10,000 chip modules, equivalent to 40,000 to 80,000 H200 AI chips, to China in the coming months.
Those same sources noted that the chipmaker plans to expand H200 production capacity in the new year, with orders for that capacity scheduled to open in the second quarter of 2026.
Designed by Nvidia, the H200 AI chips are manufactured by Taiwan Semiconductor Manufacturing Company using its advanced 4-nanometer process. This is the same foundry that manufactures most of Nvidia's Hopper-generation GPUs.
Major Chinese tech firms, including Alibaba Group and ByteDance, are interested in the H200s for training large AI ...
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22.12.25 - 08:54
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Nvidia: Darauf haben alle gewartet (Der Aktionaer)
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Nvidia hat von den US-Wettbewerbshütern grünes Licht für den Einstieg bei Intel bekommen. Damit zementiert der US-Konzern seine Machtstellung im Halbleitermarkt weiter und setzt Konkurrenten wie TSMC und AMD unter Druck. DER AKTIONÄR beleuchtet, was die Freigabe für Nvidia konkret bedeutet....
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22.12.25 - 03:06
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TSMC pushes back on Japan fab delay rumors, keeps options open (Digitimes)
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According to Nikkei, Yuichi Hotta, president of TSMC's Japan Advanced Semiconductor Manufacturing (JASM), confirmed on December 19 that construction of the second wafer fabrication plant in Kikuyo Town, Kumamoto Prefecture, is continuing. This statement counters recent reports by Japanese media suggesting the project had stalled....
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