1. NVIDIA increases orders for TSMC by 25% for its next-gen Blackwell AI GPUs due to strong AI demand. 2. The Blackwell AI GPU family, including B100, B200, and GB200, is expected to dominate the AI market in 2025. 3. Major tech companies like Amazon, Dell, Google, Meta, and Microsoft plan to use these GPUs in their new AI servers.

1. AI's growth is significantly driving the semiconductor industry, especially interface IP, which saw a 17% increase in 2023. 2. Interface IP's market share has risen from 18% in 2017 to 28% in 2023, with projections to reach 38% by 2028. 3. Key protocols like PCIe, memory controllers, and Ethernet are expected to see substantial growth, driven by data-centric applications and AI.

1. The semiconductor industry is showing signs of recovery, with a 29% growth in revenue compared to Q1-23, excluding Nvidia, the growth falls to under 10%. 2. Nvidia's strong performance is driving overall growth, with significant contributions from data centre and AI sales. 3. Inventory levels and revenue predictions suggest a cautious outlook for the industry, with concerns over the sustainability of current growth trends.

1. Breker Verification Systems introduces advanced RISC-V verification solutions at #61DAC, covering core verification and system coherency. 2. The company's Trek family leverages AI technology for test suite synthesis, enhancing bug detection and coverage. 3. Breker's solutions support multiple environments including simulation, emulation, and post-silicon, ensuring comprehensive verification for complex semiconductor designs.

1、韩国计划在美国圣何塞开设人工智能芯片创新中心，以促进国内系统芯片公司在美国的销售。2、该中心将为三到四家公司提供独立办公室，并提供一个大的开放空间供其他公司使用。3、该项目是韩国贸易、工业和能源部的一项计划，旨在推广系统半导体技术出口。