“"So another question is 'can the semiconductor industry be good for three, four, five years in a row?' I'll tell you the truth, I don't know. But I look at the AI, it looks like it's going to be like an endless -- I mean, that for many years to come."”

“TSMC's report revealed optimistic business prospects and record-breaking capital expenditure plans for this year, injecting substantial optimism into the market.”

“The report highlights key advancements in the AI sector.”

“Nvidia CEO Jensen Huang is taking the unprecedented step of 'directly securing land' with TSMC.”

“President Donald Trump signed a presidential proclamation this Wednesday, imposing a 25% tariff on advanced AI chips produced outside the US, transported through the US, and then exported to third-country customers.”

“But now the iPhone maker is struggling …”

“The article states TSMC is 'strong'.”

“Standing beside him, Huang Renxun immediately responded, "That's right!"”

“The article states: "Chip supply shortages will continue for another two years."”

“First AI PC platform built on Intel's 18A process, Intel's most advanced semiconductor manufacturing technology.”

“TSMC reports Q4 net profit up 35% YoY to a record ~$16B, handily beating estimates, as it benefited from surging demand for AI chips”

“The article states, '...the US White House announced, starting from the 15th, a 25% tariff on certain imported semiconductors, semiconductor manufacturing equipment, and derivatives.'”

“”

“「モデルの賢さ」はコモディティ化が進み、今後の差別化要因は 「検索・記憶（長文コンテキスト）・半導体（ARM）・インフラ」の総合力 に移行しつつあるのではないか”

“Analysts expect Samsung's Q4 operating profit to jump 160% YoY to ~$11.7B, driven by a severe global shortage of memory chips amid booming AI demand”

“"Marvell和英特尔正在加快步伐，但Melius依然最看好英伟达和博通。"”

“Click to view original article >”

“Now his South Korean company, FuriosaAI, has an AI chip entering mass production.”

“Given that 90%+ of the advanced chips used for ai are made exclusively in Taiwan, where is this all going?”

“Micron has secured another major vote of confidence from the Taiwanese government, winning approval for an additional NT$4.7 billion (approximately $149 million) in subsidies to expand HBM research and development in Taiwan.”

“Analysts warn that prices of smartphones, laptops, and home electronics could increase by 10% to 20% overall by 2026.”

“Kunlunxin filed confidentially for a Hong Kong listing, giving Baidu a new funding route for AI chips as China pushes semiconductor self-reliance.”

“Chinese AI chipmaker Biren soared 76% in its Hong Kong IPO, one of the strongest debuts since 2021, as investor demand hit record levels.”

“The article emphasizes the company's role in building a domestic intelligent computing ecosystem and becoming a core engine for the development of China's AI industry.”

“The report indicates that the semiconductor industry is entering an unprecedented 'giga-cycle'.”

“Huawei used its New Year message to highlight progress across its Ascend AI and Kunpeng CPU ecosystems, pointing to the rollout of Atlas 900 supernodes and rapid growth in domestic developer adoption as “a solid foundation for computing.””

“The article itself doesn't contain direct quotes, but it reports on claims of performance and investment plans.”

“The molecular design of panchromatic photovoltaic materials should move beyond molecular-level optimization toward synergistic tuning among molecules, semiconductors, and electrolytes or active-layer materials, thereby providing concrete conceptual guidance for achieving efficiency optimization rather than simple spectral maximization.”

“The introduction of a size-dependent "best" conductivity, $κ_{\mathrm{best}}$, allows FEM to reproduce MD hot-spot temperatures with high fidelity.”

“SK hynix is bringing its HBM ambitions to U.S. soil with a $3.9 billion plan to build its first domestic manufacturing facility — a 2.5D advanced packaging plant in West Lafayette, Indiana.”

“The specific symmetry of 2D materials can induce a significant linear exciton Hall (Nernst) effect even without Berry curvature.”

“The method presented here enables nearly 100% reversible trion-to-exciton conversion without the need of electrostatic gating, while delivering thermally stable trions with a large binding energy of ~56 meV and a high free electron density of ~3$ imes$10$^{13}$ cm$^{-2}$ at room temperature.”

“The defining feature is their gate-tunable Josephson coupling, enabling superconducting qubit architectures with full electric-field control and offering a path toward scalable, low-crosstalk quantum processors.”

“The company's industrial intelligent computers, which have high real-time performance and strong computing capabilities, are highly compatible with the core needs of the embodied robotics industry.”

“The article likely discusses the supply and demand dynamics of AI chips and their impact on the cost of consumer electronics.”

“Thankfully, according to reports, TSMC's factories are all intact, saving the world from yet another spike in chip prices.”

“NVIDIA was unlikely to use Intel's process for its GPUs anyway.”

“"OpenAI may be the Fairchild Semiconductor of the AI era. The cost of OpenAI reaching a trillion-dollar valuation may be 'losing everyone who created it.'"”

“”

“President Emmanuel Macron, who wanted to be at the forefront of France's reindustrialization efforts, traveled to Isère …”

“The study likely aims to understand how the interplay between trions and excitons affects the optical and electronic properties of the material.”

“The research investigates the potential of Hf/Zr superlattices and dipole layer engineering to enhance the performance of gate dielectrics in advanced CMOS.”

“EuMn2Bi2 stabilizes in a C-type antiferromagnetic ground state with a narrow-gap semiconducting character. Inclusion of spin-orbit coupling (SOC) drives a transition from this trivial antiferromagnetic semiconductor to a Weyl semimetal hosting four symmetry-related Weyl points and robust Fermi arc states.”

“The research focuses on understanding the transport properties in Indium Gallium Zinc Oxide (IGZO).”

“The model shows consistent and improved performance, having been trained on a dataset of 2112 inorganic materials with validated phonon spectra, and getting an F1-score of 0.83 for both stable and unstable classes.”

“AgenticTCAD achieves the International Roadmap for Devices and Systems (IRDS)-2024 device specifications within 4.2 hours, whereas human experts required 7.1 days with commercial tools.”

“"TSMC has urgently requested upstream equipment suppliers to shorten delivery times to ensure more new capacity is available next year."”

“Samsung Electronics Plans to Launch Application Processors with Self-Developed GPUs as Early as 2027”

“The study examines the thermodynamic phase stability, structural, mechanical, optoelectronic, and thermoelectric properties of AlSb.”

“Groq announced that it has entered into a non-exclusive licensing agreement with NVIDIA regarding Groq's inference technology.”