The rapid growth in the training requirements for generative AI (GenAI) models has led to a surge in demand for Nvidia’s latest Blackwell AI GPUs. However, as the manufacturing processes for these new chips become increasingly complex, the time required for testing is expected to extend significantly, driving a sharp rise in demand for testing equipment and foundry services within Nvidia’s supply chain.

China’s domestic CPU industry is experiencing rapid growth amidst intensifying US-China technological competition. At the forefront, Phytium announced that it has shipped over 10 million CPUs, setting a significant milestone in the evolution of China’s semiconductor industry.

OpenAI, founded a decade ago as a research organization, is considering a change to the AI company’s structure that would create a more conventional money-making corporation alongside a nonprofit arm.

The quarterly investors conference of TSMC is scheduled for January 16, 2025. Along with the future economic outlook, the upcoming inauguration of US President-elect Donald Trump on January 20 has sparked market speculation about the potential impact of his support for high tariffs and other policies on TSMC.