Interview with Julian Gorman from GSMA: China leads in 5G technology, redefines factory efficiency standardsChina is leading the charge in 5G technology, transforming factory efficiency standards. Countries...
MWC 2025The 2025 Mobile World Congress (MWC 2025) was held in Barcelona, Spain, from March 3 to March 6. A gathering for industry leaders and members of the...
AI server BBU and Taiwan players, 2025
Taiwan-based power supply giants will benefit from rising demand for AI servers as the application's adoption of BBUs is set...
Tesla AI development in EVs and robots
Tesla leads the trend of automakers deploying humanoid robots, with reducing labor workforce as the initial goal.
India 5G market and development, 2025
India is rising to become a major 5G nation and a growth driver for the global telecom market in 2025.
Posted on Aug 5, 01:57
No question that the foundry business is both different from memory and changing rapidly. So I am a little surprised that you didn't mention GlobalFoundries in this analysis. Both TSMC and Samsung have adjusted their roadmaps in response to GF's lately.