As Taiwan Semiconductor is making significant investments, Samsung is reportedly cutting half of its spending in the foundry division!
① Samsung plans to cut more than half of its capital expenditure in the foundry department, reducing it from 10 trillion won last year to 5 trillion won; ② Samsung may be facing demand issues, as the utilization rate of its 4-7nm production lines is reportedly down by more than 30%; ③ Meanwhile, Taiwan Semiconductor and Intel plan to increase capital expenditures, with Taiwan Semiconductor expected to increase by about 30%, while Intel's increase is relatively smaller.
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Trump's "Gateway to the Stars" plan triggers a shift in the AI landscape, and changes in the relationship between Microsoft and OpenAI?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
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