Samsung's foundry operation has experienced many setbacks over the past six months, according to a steady feed of insider reports. Last November, industry moles leaked details of an apparent abandonment of the company's 3 nm Gate-All-Around (GAA) process. Significant yield problems prompted an alleged shift into 2 nm territories, with a next-gen flagship Exynos mobile processor linked to this cutting-edge node. According to a mid-week Chosun Daily article, Samsung and its main rival—TSMC—are in a race to establish decent yields of 2 nm wafers, ahead of predicted "late 2025" mass production kick-offs. The publication's inside track points to the Taiwanese foundry making the most progress (with an estimated 60%), but watchdogs warn that it is too early to bet against the South Korean competitor.

Despite murmurs of current 20 - 30% yields, the Samsung's Hwaseong facility is touted to make "smooth" progress over the coming months. Chosun's sources believe that Samsung engineers struggled to get 3 nm GAA "up to snuff," spending around three years on development endeavors (in vain). In comparison, the making of 2 nm GAA is reported to be less bumpy. A fully upgraded "S3" foundry line is expected to come online by the fourth quarter of this year. An unnamed insider commented on rumors of better than anticipated forward motion chez Samsung Electronics: "there are positive aspects to this as it has shown technological improvements, such as the recent increase in the yield of its 4 nm process by up to 80%." Recent-ish reports suggest that foundry teams have dealt with budget cuts, as well as mounting pressure from company leadership to hit deadlines.

NVIDIA today reported revenue for the fourth quarter ended January 26, 2025, of $39.3 billion, up 12% from the previous quarter and up 78% from a year ago.

For the quarter, GAAP earnings per diluted share was $0.89, up 14% from the previous quarter and up 82% from a year ago. Non-GAAP earnings per diluted share was $0.89, up 10% from the previous quarter and up 71% from a year ago.

NVIDIA's upcoming mid-range GeForce RTX 5070 12 GB model is almost ready for launch, according to recent reports. Industry moles reckon that GB205 GPU-based specimens are already in the clutches of press and influencer outlets; review embargoes are due to be lifted on March 4, for $549 MSRP conformant SKUs (as disclosed by a VideoCardz source). Last week, we heard whispers about Team Green's (allegedly) troubled production cycle for incoming GeForce RTX 5070 and RTX 5060 models.

Insiders insist that these issues have caused a delay; many believed that NVIDIA had (prior) plans for a February GeForce RTX 5070 launch. A revised schedule was leaked to VideoCardz; the publication posits that GeForce RTX 5070 cards will launch at retail on March 5, with non-MSRP ($549+) reviews projected to go live on the same day. Based on various leaks, NVIDIA and AMD will likely clash with their respective new offerings. Right now, reviewers could be dealing with sizable piles of competing Team Green and Team Red hardware. Graphics card enthusiasts will be looking forward to incoming comparisons—GeForce RTX 5070 and its Ti sibling versus Radeon RX 9070 XT and RX 9070 (non-XT).

The new ASUS ROG Astral graphics card design debuted last month, with the rollout of NVIDIA GeForce RTX 5090 and 5080 "Blackwell" GPUs. The flagship model—in overclocked form—is not a wallet-friendly prospect; as highlighted by W1zzard's in-depth evaluation. The "astronomically-priced" premium-tier quad-fan model is a hot property; in more ways than one—late last week, an unfortunate ownership experience was shared online. NVIDIA subreddit member—Impossible-Weight485—uploaded photo evidence, accompanied by a short story: "I was playing PC games this afternoon, and when I was done with the games, my PC suddenly shut down while I was browsing websites. When I restarted the PC, the GPU caught on fire, and smoke started coming out. When I took out the GPU, I saw burn marks on both the GPU and the motherboard." Post-absorption, initial community and press feedback posited that the problem originated with a Multi-Layer Ceramic Capacitor (MLCC), located not far from the card's PCI-E interface.

High-profile figures soon swooped in, with different theories and offers. A Team Green subreddit moderator weighed in: "not adding this one to our GeForce RTX 50 Series 12VHPWR Megathread. This looks to be a blown power phase, and not melting power connector. The original poster provided additional photos of the cable, in addition to the GPU connector photo in the post. Both looks pristine...Yes, I watched Buildzoid's video (see below), hence updating this comment...Thanks to Buildzoid for the education!" The owner uploaded another interior shot, seemingly showing burn damage on their ASUS ROG CROSSHAIR X870E HERO motherboard. The severity of this incident attracted the attention of Gamers Nexus—Lelldorianx (aka Stephen Burke) reached out to the damaged card's owner: "messaging you. We'd buy the board and GPU from you if you want to just take the cash and buy something else (or) skip the RMA process." Burke and his colleagues are actively investigating various GeForce RTX 50-series "pratfalls"—earlier this month, reports indicated that the team was already engaged in the sourcing of problematic units.

Over the past three weeks, press outlets and the buying public have levelled heavy criticism at NVIDIA board partners. The launches of three GeForce RTX 50-series "Blackwell" GPUs have—so far—been problematic; based on news reports and community feedback. Prior to release (on February 20), VideoCardz anticipated major price fluctuations for an all-custom portfolio of GeForce RTX 5070 Ti graphics cards. The publication did not hold back with its targeting of ASUS; one of Team Green's big time AIBs. Only a small selection of baseline MSRP ($749) conformant models were available on day one, and VideoCardz posited that manufacturers would implement price hikes soon after launch. A follow-up report continues their investigation into a lack of baseline MSRP options, as well as so-called "fake promotions."

VideoCardz repeated its belief that ASUS will jack-up the asking price for its PRIME GeForce RTX 5070 Ti model. When looking at Newegg's listing of baseline MSRP cards, the intrepid investigator stumbled up another notable absence: "we wrote three articles about the ASUS RTX 5070 Ti PRIME model not being listed as an MSRP card by retailers, which finally led ASUS to intervene (most likely for a limited time) to sell this card at the promised price. What we can immediately notice is the lack of the VENTUS 3X model from MSI, which was basically 90% of the MSRP card review coverage yesterday, as NVIDIA had no Founders Edition card for this launch and relied on board partners. In fact, the VENTUS 3X non-OC is not even included in the official launch, meaning that the card you saw yesterday in reviews is simply not available anywhere." It should be noted that TechPowerUp received an MSI GeForce RTX 5070 Ti Ventus 3X OC sample unit for evaluation purposes (review guide pricing was $749); Newegg lists this particular model with a current $829.99 price point, but stock is unavailable (at the time of writing).

The $3,499 Apple Vision Pro AR/VR headset is certainly not the kind of device that Apple expects to be mass-adopted. Since its launch in 2023, the luxurious gadget is yet to witness a single hardware refresh. The gadget's aging M2 SoC paired with 16 GB of memory is almost three years old, but despite that, respected analyst Mark Gurman expects the device to soon sport Apple Intelligence features alongside the upcoming VisionOS 2.4 update that is scheduled for April. Considering that a hardware update is not expected to hit the scene for at least the rest of the year, a major software update is welcome news for the select few of us who have invested in the product.

The fact that the Vision Pro will support Apple Intelligence features is actually not much of a shocker, since Macs as old as the M1-generation also boast support for Apple's AI features. As such, the Vision Pro will soon receive support for Apple's writing tools with ChatGPT-integration, genmoji, image playground, as well as a bunch of other features with debatable efficacy. Moreover, the report also adds that the device will also get a new app for spatial experiences - which was undoubtedly one of the key selling points of the device. A 'revamped' guest mode is also on the cards, which will allow buyers to share the device with their family and friends - a factor that Apple considers important in order to drive sales. That said, the Vision Pro had abysmal sales to begin with, which indicates that a lower-end variant with a reasonable price tag might be the only way to make even the most ardent of Apple disciples to hop on the VR/AR hype train.

A Bloomberg report said Silver Lake Management, a large private equity firm, has begun exclusive talks to buy a controlling stake in Intel's Altera division. Altera focuses on versatile chips that are widely used in telecommunications networks. The size of the stake is still being worked out, but negotiations have moved forward, people familiar with the deal said, speaking on condition of anonymity. They caution that things could slow down or the deal might not happen. When asked, people speaking for Intel and Silver Lake did not comment.

The news jolted the market, sending Intel shares up as much as 17% on Tuesday, Feb. 18, 2025, marking their biggest single-day gain in nearly five years. The surge was driven in part by separate speculation about a potential spinoff involving Taiwan Semiconductor Manufacturing Co (TSMC). By late afternoon trading in New York, Intel shares were up 15%, valuing the company at about $117 billion. If the sale goes through, it would mark a major shift for Intel as it tries to reshape its business. While there is no information on the size of the deal, last November Lattice Semiconductor Corp. and a group of buyout firms expressed interest in Altera. Some insiders said that potential buyers valued Altera at just $9 billion, a big drop for Intel, which bought Altera in 2015 for about $17 billion. Intel faces continued challenges following Gelsinger's departure, as the company searches for both a new CEO and a replacement for its Data Center and AI division head, who recently left to become Nokia's chief executive.

Loongson Technology has announced its next-generation 3B6600 processor—according to recent Chinese press reports, early details were disclosed in "investor relations activity" documentation. Their eight-core design is still in development, with the fabless company (allegedly) setting some lofty performance goals. According to a MyDrivers report (citing Fast Technology), the 3B6600 processor's single-core and multi-core "high level" performance is touted to match that of Core i5 and i7 offerings from Intel's 12th and 13th Generation portfolios. In the past, Loongson has compared its older products to Western equivalents. Last year, their 3A6000 chip design was mentioned in the same sentence as "AMD Zen 4 and Intel Raptor Lake" processor families. Around November 2023, reports had it approximating Team Blue Core i3-10100 "Comet Lake" CPU performance.

The next-gen 3B6600 CPU is supposedly using its predecessor (3A6000) as a springboard; MyDrivers believes that the same in-house LoongArch ISA design (fabricated on 12 nm/14 nm) will be revisited. The publication highlighted a significant area of optimization: "single-core performance of 3B6600 is expected to be in the world's leading ranks...Loongson 3B6600 will continue to use mature technology, and the architecture core will be upgraded to the new LA864. The same frequency performance is greatly improved by about 30%, compared with the Loongson 3A6000's LA664 architecture." Loongson engineers are reportedly targeting a maximum turboboost frequency of 3.0 GHz, but under normal operation the 3B6600 chip is predicted to offer a main frequency of 2.5 GHz. The new design will integrate a new "LG200 GPGPU" graphics computing core—additionally, supported standards include: DDR5 memory, PCIe 4.0 bus, and HDMI 2.1.

A leaked document has revealed an alleged review release date of March 5; occurring the day before a rumored global market release of AMD Radeon RX 9070 XT and RX 9070 graphics cards. VideoCardz has reported on its inspection of "NDA materials" intended for members of the press. Team Red has officially announced a proper RDNA 4-themed event; February 28 is an important date on their calendar. Fresh reportage suggests that hardware media outlets and online influencers will be briefed next week, mere days away from AMD's highly-anticipated presentation.

Following head-scratching delays and a secretive marketing strategy (earlier on in 2025), Team Red and its AIB co-conspirators are expected to deliver full specifications, performance data, and pricing during next week's special event. Leaks have pointed to a possible March 6 launch; VideoCardz did not spot any mentioning of this specific date in leaked Radeon RX 9070 NDA documents. A steady flow of insider knowledge has already hinted at speculative "Navi 48" technical details and pre-release performance figures. Will AMD confirm (rumored) PCIe 5.0 connectivity, or acknowledge leaked "Pro" 32 GB variants (with less sarcasm)?

GeForce RTX 5070 Ti graphics cards are due to hit international markets this Thursday (February 20), only in custom design form. NVIDIA will not be rolling out a Founders Edition model for this mid-to-high GPU product tier. Yesterday, an NDA-busting leak emerged online; hinting at a mixed bag of synthetic benchmark scores. When compared to new-gen and past-gen siblings, the incoming GB203 GPU-based family's "price-to-performance ratio" was greeted with plenty of online community skepticism. Considering that only a minority of AIB companies are reportedly engaged in the supply of cheaper offerings, the early outlook for overall GeForce RTX 5070 Ti launch pricing is generating further dissatisfaction. Team Green's first wave of "Blackwell" gaming GPUs launched late last month, straight into chaotic market conditions.

At CES 2025, NVIDIA set a baseline MSRP of $749. Fresh reports suggest that hardware review outlets will be delivering comprehensive verdicts tomorrow. VideoCardz believes that the lifted review embargo will be "exclusively for MSRP cards," based on information gleaned from their network of press contacts. The GPU specialist publication has kept tabs on fluctuating GeForce RTX 50-series prices for a while—several recent reports have levelled criticism at prominent Team Green board partners; namely ASUS and MSI. Plenty of venom was directed at the former, due to last month's launch of the: "GeForce RTX 5080 PRIME non-OC model at MSRP, and it was covered in the first reviews...Except, it was increased by 26% the following week. This way, ASUS has cheated the system and got both the early coverage and was still able to sell cards at a higher price." VideoCardz predicts a similar pattern for this week's release of custom GeForce RTX 5070 Ti designs, in particular ASUS PRIME and TUF Gaming SKUs. Their latest report directed additional ire toward the source of all things Blackwell: "unless NVIDIA has no problem with this, this is not how MSRP cards should be announced. It is very misleading for customers and puts reviewers in a very bad light. Their conclusions might be completely different if the card is said to cost much more."

The global semiconductor manufacturing industry closed 2024 with strong fourth quarter results and solid year-on-year (YoY) growth across most of the key industry segments, SEMI announced today in its Q4 2024 publication of the Semiconductor Manufacturing Monitor (SMM) Report, prepared in partnership with TechInsights. The industry outlook is cautiously optimistic at the start of 2025 as seasonality and macroeconomic uncertainty may impede near-term growth despite momentum from strong investments related to AI applications.

After declining in the first half of 2024, electronics sales bounced back later in the year resulting in a 2% annual increase. Electronics sales grew 4% YoY in Q4 2024 and are expected to see a 1% YoY increase in Q1 2025 impacted by seasonality. Integrated circuit (IC) sales rose by 29% YoY in Q4 2024 and continued growth is expected in Q1 2025 with a 23% increase YoY as AI-fueled demand continues boosting shipments of high-performance computing (HPC) and datacenter memory chips.

ASE Technology Holding Co., Ltd., the leading provider of semiconductor assembly and testing services ("ATM") and the provider of electronic manufacturing services ("EMS"), today reported its unaudited net revenues of NT$162,264 million for 4Q24, up by 1.0% year-over-year and up by 1.3% sequentially. Net income attributable to shareholders of the parent for the quarter totaled NT9,312 million, down from NT$9,392 million in 4Q23 and down from NT$9,733 million in 3Q24. Basic earnings per share for the quarter were NT$2.15 (or US$0.134 per ADS), compared to NT$2.18 for 4Q23 and NT$2.25 for 3Q24. Diluted earnings per share for the quarter were NT$2.07 (or US$0.129 per ADS), compared to NT$2.13 for 4Q23 and NT$2.18 for 3Q24.

For the full year of 2024, the Company reported unaudited net revenues of NT$595,410 million and net income attributable to shareholders of the parent of NT$32,483 million. Basic earnings per share for the full year of 2024 were NT$7.52 (or US$0.470 per ADS). Diluted earnings per share for the full year of 2024 were NT$7.23 (or US$0.452 per ADS).

GlobalFoundries Inc. (GF), today announced preliminary financial results for the fourth quarter and fiscal year ended December 31, 2024.

"In the fourth quarter, the GF team delivered solid financial results that exceeded the Non-IFRS midpoint of the guidance ranges we provided in our November earnings release," said Dr. Thomas Caulfield, President and CEO of GF. "2024 presented a unique set of challenges for our industry, but thanks to our focus on operational excellence, we generated over $1 billion of Non-IFRS adjusted free cash flow. As we look to 2025, we are encouraged by our strong design win momentum across our end markets and product portfolio as we position GF for a growth year."

Unlucky owners of problematic GeForce RTX 5090 and RTX 5080 graphics cards have posted feedback across various online community sites. Press outlets started to take notice of these documented issues soon after the launch of NVIDIA's debut wave of "Blackwell" GPUs. PC Gamer has "kept track" of reports relating to black screens and miscellaneous failures—the site published an investigative article late last week, following user feedback "hitting critical mass" across Reddit and Team Green's own forum. A request for comment was sent over to NVIDIA HQ; PC Gamer received a brief response. A company spokesperson confirmed that their team is: "investigating the reported issues with the RTX 50-series."

Several PC hardware community members have documented their troubleshooting experiences—the most common suggestion involves downshifting from a PCIe 5.0 connection to 4.0, on the PEG-16 graphics port. Unfortunately, this step did not resolve black screen issues for certain owners—a member of the buildapc subreddit explored a wide array of troubleshooting channels. They re-installed Windows 11 (23H2), adjusted BIOS settings, experimented with monitor connections, and played around with drivers. Best results were produced by connecting a single monitor to their MSI GeForce RTX 5090 GAMING TRIO OC's DisplayPort, with nothing else hooked up to the other ports (DP and HDMI). They suspect that Team Green's GPU drivers could be the source of frustrations; corroborated by a recent VideoCardz news piece. In addition, the 572.16 driver is reportedly affecting "certain GeForce RTX 40-series." A smaller number of owners have discussed a "bricking" of cards; VideoCardz believes that China-exclusive GeForce RTX 5090D models are suffering the most. Manli will be analyzing a "bricked" unit at its service center, in the near future. Colorful did not reply with a comment on the situation.

AMD today announced financial results for the fourth quarter and full year of 2024. Fourth quarter revenue was a record $7.7 billion, gross margin was 51%, operating income was $871 million, net income was $482 million and diluted earnings per share was $0.29. On a non-GAAP basis, gross margin was 54%, operating income was a record $2.0 billion, net income was a record $1.8 billion and diluted earnings per share was $1.09.

For the full year 2024, AMD reported record revenue of $25.8 billion, gross margin of 49%, operating income of $1.9 billion, net income of $1.6 billion, and diluted earnings per share of $1.00. On a non-GAAP basis, gross margin was a record 53%, operating income was $6.1 billion, net income was $5.4 billion and diluted earnings per share was $3.31.

At the end of January, Samsung Electronics released their financial results for the fourth quarter and the fiscal year 2024. Smartphone tech watchdogs paid close to attention to the South Korean giant's accompanying earnings call. The recently released Galaxy S25 smartphone family is, exclusively, powered by Qualcomm Snapdragon 8 Elite chipsets—insiders believe that Samsung opted out of utilizing proprietary chip designs (for this generation) due to missed production goals. Late last year, inside sources pointed to the foundry's allegedly problematic 3 nm Gate-All-Around (GAA) process node. Follow-up reports suggest that Samsung engineers have moved onto developing a 2 nm manufacturing process, possibly linked to a re-designed Exynos 2500 flagship mobile processor.

Brian Ma, a technology industry analyst, extracted relevant information from Samsung's recent earnings meeting—several press outlets have picked up on his brief social media post. The IDC employee stated: "Samsung System LSI just mentioned in its earnings call that it's optimizing Exynos 2500 and 'aiming' to secure design wins for mobile models scheduled for release in 2H" The rumor mill has proposed that new "Galaxy Z Flip 7 and Fold 7" smartphone models are currently in the development pipeline—coincidental timing indicates that the two devices could launch later in 2025, potentially with next-gen flagship Exynos SoCs onboard. Tipsters reckon that the Exynos 2500 is configured with a 10-core cluster, and its integrated graphics solution will be an AMD RDNA 3.5-enabled Xclipse 950 model.

According to widespread user reports from Chinese tech forums and Reddit communities, multiple RTX 5090 and 5090D graphics cards are failing permanently after standard driver installation. The issue affects both the standard RTX 5090 and the export-modified 5090D variant released for the Chinese market on January 30th. Users report consistent failure patterns: upon initial driver installation, displays go dark, and systems permanently lose the ability to detect the GPU through both DisplayPort and HDMI interfaces. Hardware failures have been documented across multiple board partners, with Colorful, Manli, and Gigabyte cards showing identical symptoms. Third-party vendor reports sometimes indicate potential IC burn damage, suggesting hardware-level failure rather than recoverable software issues.

Some investigations point to PCIe Gen 5 implementation as a possible root cause. The RTX 5090 series represents NVIDIA's first fully Gen 5-compliant GPU architecture, introducing new signal integrity challenges. Some users report temporary mitigation by forcing PCIe 4.0 mode in BIOS settings, though this workaround remains unverified. Additional complications arise from modern motherboard designs that share PCIe lanes between M.2 storage and graphics slots. The failure pattern appears consistent across both domestic and international markets. On r/ASUS, users report identical detection failures persisting through CMOS resets and system rebuilds. Chinese forum documentation shows systematic failures across multiple board partner implementations, suggesting a fundamental architecture or driver compatibility issue rather than isolated manufacturing defects. NVIDIA has not issued official guidance on the failures.Below are screenshots of the reported user problems:

Western Digital Corp. today reported fiscal second quarter 2025 financial results.

"As we finalize the separation of our businesses, we are confident that both Western Digital and Sandisk will continue driving innovation and providing compelling storage solutions to customers while delivering long-term shareholder value," said David Goeckeler, Western Digital CEO. "We expect that our strong performance in HDD and our strategic approach to managing our Flash business within the New Era of NAND will allow each company to capture the growing demand for storage driven by the AI Data Cycle."

Today, ASML Holding NV (ASML) has published its 2024 fourth-quarter and full-year results.

• Q4 total net sales of €9.3 billion, gross margin of 51.7%, net income of €2.7 billion
• Quarterly net bookings in Q4 of €7.1 billion of which €3.0 billion is EUV
• 2024 total net sales of €28.3 billion, gross margin of 51.3%, net income of €7.6 billion
• ASML expects Q1 2025 total net sales between €7.5 billion and €8.0 billion, and a gross margin between 52% and 53%
• ASML expects 2025 total net sales to be between €30 billion and €35 billion, with a gross margin between 51% and 53%

CEO statement and outlook
"Our fourth-quarter was a record in terms of revenue, with total net sales coming in at €9.3 billion, and a gross margin of 51.7%, both above our guidance. This was primarily driven by additional upgrades. We also recognized revenue on two High NA EUV systems. We shipped a third High NA EUV system to a customer in the fourth quarter.

Earlier this week, Taiwan experienced a magnitude 6.4 earthquake—this seismic event interrupted manufacturing activities at several TSMC chip-making facilities. As a precaution, foundry employees in both Central and Southern Taiwan were evacuated. Production resumed fairly quickly following inspections of crucial infrastructure—no major damage to facilities or equipment was noted. The latest reports suggest that a relatively minor number of TSMC wafers have been affected by the recent quake, while some recalibration of instrumentation is required to get things back on track.

Inside sources reckon that up to 20,000 wafers (possibly 10,000 at a minimum) could be scrapped—assessments are reportedly still underway, but a small proportion of client shipments could be disrupted. News articles point to this total being spread across three affected locations. Fab 18 is a key 3 nm production hub—situated in Taiwan's Southern Science Park, Tainan's Fab 14 specializes in 4 nm and 5 nm processes, and Fab 8 (Hsinchu) takes care of 200 nm. Industry experts believe that TSMC will bounce back quickly, and that the damaged wafer count represents a minor dent in the proverbial armor—on a good day, manufacturing output can reach up to 37,000 units.

Reports from last November suggested that Samsung Electronics had semi-abandoned its second-generation 3 nm Gate-All-Around (GAA) process, due to missed production goals. Disappointing production yields—as low as 20%—have been floated by industry insiders, they believed (at the time) that the South Korean's foundry teams had simply moved onto developing a next-gen 2 nm manufacturing process. A freshly published news article, courtesy of Business Korea, provides further evidence of a shift to 2 nanometer processes—Samsung's S3 plant in Hwaseong is reportedly in the process of being upgraded (from 3 nm GAA). Insiders believe that new equipment will be installed across the existing production line, requiring a small-scale investment of funds.

The Pyeongtaek 2 (P2) plant is supposedly being prepared for a 1.4 nm test line—targeting a manufacturing capacity of 2000 to 3000 wafers per month. Inside track information suggests that trials will begin within the year. Business Korea's report suggests that Samsung has halved its foundry facility investment budget for 2025—around 5 trillion won, instead of last year's 10 trillion won. The article puts a spotlight on alleged "sluggish customer orders"—the primary factor behind Samsung's decision to slash its chip-making budget by 50%. Competition is fierce at this point in time—TSMC leads the way with its cutting-edge technologies. Taiwan's premier foundry has attracted many high-profile clients away from rival manufacturers. In contrast, industry watchdogs believe that Samsung's struggles have caused "big tech" customers to seek alternate channels.

Seagate Technology Holdings plc (the "Company" or "Seagate"), a leading innovator of mass-capacity data storage, today reported financial results for its fiscal second quarter ended December 27, 2024. "Seagate ended calendar 2024 on a strong note as we grew revenue, gross margin and non-GAAP EPS successively in each quarter of the year.

Our results demonstrate structural improvements in the business and our focus on value capture in an improving demand environment, highlighted by decade-high gross margin performance exiting the December quarter," said Dave Mosley, Seagate's chief executive officer. "We are advancing our technology roadmap to meet our customers' growing need for scalable, cost efficient and sustainable storage solutions in the age of AI. We began ramping HAMR-based Mozaic products to our lead cloud customer in the December quarter and are already sampling in capacities of up to 36 terabytes. Looking ahead, we believe Seagate is in a great position to deliver profitable growth in fiscal 2025," Mosley concluded.

Multiple sources say an unidentified corporation is exploring the complete acquisition of Intel Corporation, according to tech publication SemiAccurate. The report points to an internal memo shared among a small group of top executives at the unnamed firm. A high-level insider confirmed the memo's legitimacy last week, reinforcing speculation that a purchase of Intel may be under serious consideration. SemiAccurate's report indicates that the prospective buyer has enough financial resources to acquire Intel outright, considering the company's current market valuation. Notably, this potential buyer has not been publicly identified in previous discussions about Intel's future, suggesting that planning has occurred behind closed doors. The memo's limited circulation hints that executives treat the proposal cautiously rather than engaging in casual exploratory talks.

Any attempt to purchase Intel would require extensive regulatory review, given the company's role in producing semiconductors for both commercial and government applications. Regulators would likely evaluate issues related to national security, supply chain stability, and competitive impact in the global chip market. While neither Intel nor the unidentified acquirer has issued an official statement on the rumor, we are watching for any signals of formal negotiations. Intel has long been a strategic source of the US semiconductor sector, and its potential ownership change would have to be domestic. If a deal does materialize, it would stand among the largest transactions in the technology field.

TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$868.46 billion, net income of NT$374.68 billion, and diluted earnings per share of NT$14.45 (US$2.24 per ADR unit) for the fourth quarter ended December 31, 2024. Year-over-year, fourth quarter revenue increased 38.8% while net income and diluted EPS both increased 57.0%. Compared to third quarter 2024, fourth quarter results represented a 14.3% increase in revenue and a 15.2% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.

In US dollars, fourth quarter revenue was $26.88 billion, which increased 37.0% year-over-year and increased 14.4% from the previous quarter. Gross margin for the quarter was 59.0%, operating margin was 49.0%, and net profit margin was 43.1%. In the fourth quarter, shipments of 3-nanometer accounted for 26% of total wafer revenue; 5-nanometer accounted for 34%; 7-nanometer accounted for 14%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 74% of total wafer revenue.

Apple's top-end M4 Ultra desktop-class chipset is allegedly going to feature on upcoming Mac Pro and Mac Studio refreshes—new product unveilings could be on the company's schedule (WWDC 2025). Bloomberg's Mark Gurman has divulged intriguing M4-series information within his latest newsletter. The M4 Ultra SoC—codenamed "Hidra"—was previously believed to be the most powerful processor option available on both next-gen Mac Pro and Mac Studio platforms. Now, Gurman believes that Apple engineers have created a distinct custom chipset design—exclusively designed for the Mac Pro workstation product stack—that sits above their M4 Ultra SoC.

Somewhat confusingly he suggests that "Hidra" is the codename for this top-of-the-line processor. Rumors swirled last month about the cancellation of an alleged "Extreme" model, so there is a degree of uncertainty surrounding unannounced M4 SKUs. Potential customers could choose Apple's (potentially) more powerful "Hidra-equipped" Mac Pro workstation over the highest-end M4 Ultra-based Mac Studio model. Industry experts propose that "Hidra" will arrive with an increased number of CPU and GPU cores—exceeding the M4 Ultra's speculated makeup of a 32-core CPU and an 80-core GPU.