This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma.
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1. Taiwan Tech Weekly: TSMC Preparing 5x 2nm Ramp into 2027; Altman ‘Jokes’ About Buying 100x More GPUs
- TSMC’s Most Advanced Node — 5x Growth to 200K Wafers a Month? Upcoming 2nm Node Capacity Ramp Could Be Much Bigger Than Many Think
- OpenAI’s Sam Altman ‘Jokes’ About Owning US$3 Trillion Worth of GPUs One Day…
- AI PC Delay — Nvidia-MediaTek Push AI PC Chip Launch to 2026
2. Semi Key Indicators Q2 2025: PC, Smartphone Unit Shipments, Global Semi & WFE Sales All Looking Good
- According to Gartner, PC unit shipments increased 4.1% YoY in Q225 to reach 63.2 million
- According to IDC, smartphone unit shipments grew 1% YoY in the second quarter, reaching 295.2 million units
- Global semi sales were up 20% YoY in May while SEMI now expects YoY growth in WFE spending of 7.5% in 2025 and a further 10% in 2026
