➀ AMD's RX 9070 models are selling out quickly, leading to price increases above MSRP.
➁ Initial stock is limited, and prices will rise with subsequent shipments.
➂ Retailers like Newegg have already sold out of stock, and prices are expected to increase.
➀ Netflix is raising its prices in the US, Canada, Portugal, and Argentina.
➁ The ad-supported tier will increase to $7.99, while the standard ad-free tier will go up to $17.99.
➂ This price increase is part of Netflix's strategy to reinvest in programming and deliver more value to its members.
➀ Sandisk plans to increase prices for all products aimed at channel and consumer customers starting April 1, with a hike of over 10%.
➁ The increase is due to the transition to a supply shortage in the NAND Flash chip industry and recent tariff changes, which will affect the availability of supplies and increase Sandisk's business costs.
➂ Sandisk will continue to conduct frequent price reviews and expects additional increases in the next quarter.
➀ TSMC is planning to increase the price of its most advanced semiconductor wafers by up to 15% this year.
➁ The increase is attributed to rising production costs and potential U.S. tariffs.
➂ The price hike could further deviate the final product from the Moore's Law curve.
➃ TSMC is expected to start raising prices from the 7nm node, with the cost of a wafer approximately $10,000.
➄ The company's most privileged client, Apple, currently pays $18,000 per 3nm wafer.
➅ The new tariffs could push the price of 3nm wafers up to $20,000 to $23,000 per wafer.
➆ Higher wafer prices have already led to higher equipment prices, but performance improvements have been less impressive.
➇ The recent iPhone chip did not significantly outperform its predecessor, and the Nvidia RTX 50 series is one of the most disappointing graphics cards in recent years.
➈ TSMC plans to start producing 4nm chips in Arizona this year and aims to produce 3nm and 2nm nodes in the next decade.
➉ There are rumors that TSMC will build a 1nm super wafer factory in Tainan, Taiwan.
➀ TSMC has released 2025 foundry quotes to reduce the impact of high operating costs and 2nm deployment costs;
➁ The price increase for 5nm, 4nm, and 3nm process technology is higher than previously expected, with a maximum increase of 10%;
➂ The price increase for 2nm is even higher than expected, possibly exceeding $30,000;
➃ TSMC's advanced process prices are rising, indicating increasing development costs;
➄ The cost of developing advanced process technology has seen exponential growth;
➅ The development of advanced process technology is a long and resource-intensive process, often requiring 7 to 10 years.
➀ Marvell, a major US network and optical communication company, has announced a price increase for all its product lines starting from January 1, 2025, in response to the surge in AI demand.
➁ The move is seen as an opportunity to capture market opportunities and continue investing in R&D of cutting-edge and innovative products.
➂ Marvell's strong financial performance in the last quarter, driven by high demand for ASICs and silicon photonics in cloud data centers, has outperformed market expectations.
➀ AT&T accuses Broadcom of raising prices by 1050% and attempting to change the VMware contract;
➁ Broadcom refuses to renew the permanent license support service for AT&T unless AT&T agrees to certain conditions;
➂ These conditions would cause AT&T to lose tens of millions of dollars more than the cost of the support service;
➃ The proposed annual growth rate is 1050%, which is not the expected way of doing business with a strategic partner;
➄ Broadcom's acquisition of VMware and the transition from perpetual license to subscription model have been criticized by many users;
➅ Some users report that the renewal cost has increased by 500% and 600%.
