#AI Chips

TSMC reported a 35% surge in Q4 2025 profit, hitting a fresh record of NT$505.74 billion driven by strong AI chip demand from Nvidia and AMD.

President Trump has approved the export of Nvidia H200 AI chips to China. The deal includes a 25% government cut of all sales and strict requirements for domestic supply priority.

SK hynix has ordered 9.7 billion won worth of TC bonders from Hanmi Semiconductor for HBM4 production. Learn how SK hynix HBM4 production equipment secures its 2026 AI memory leadership.

Nvidia reveals Vera Rubin GPU performance metrics at CES 2026. Compare 5x speed gains, 10x power efficiency, and Blackwell's 2.8x software-driven boost.

Explore the impact of Nvidia's H200 chip exports to China in 2026, the Vera Rubin platform's production status, and a detailed valuation analysis for investors.

Nvidia is demanding full upfront payments from Chinese customers for its H200 AI chips to mitigate risks from US-China regulatory uncertainties.

Samsung Electronics' Q4 2025 operating profit tripled as soaring AI-led demand for memory chips drove up prices. Explore the market impact and financial outlook.

Shin-Etsu Chemical unveils a new laser-based back-end fabrication tech targeting 2027 to simplify AI chipmaking and reduce manufacturing costs.

Meta Platforms has announced a massive $50 billion CAPEX for 2026, focusing on Llama 4 development and custom AI chips. Read about Zuckerberg's Physical AI vision.

Nvidia CEO Jensen Huang announced the start of H200 chip production for China at CES 2026. The company is now awaiting critical export approvals from both US and Chinese authorities.

Samsung, SK Hynix, and Micron lead a 2026 semiconductor rally driven by AI memory demand. Prices are expected to rise 40% by Q2 2026, boosting ASML and TSMC.

Nvidia reports strong demand for H200 AI chips in China at CES 2026, but sales are pending critical export approvals from the US and China.