① Ming-Chi Kuo: Google develops a revised version of the TPU v9 chip, with MediaTek securing new orders.
② Samsung Electronics’ Pyeongtaek P5 Fab 2 construction schedule has been moved up by approximately six months, with groundbreaking expected in July.
③ NVIDIA’s Rubin servers achieve 100% liquid cooling.
P5 Fab 2 is the sixth factory to be built within Samsung Electronics’ Pyeongtaek campus and the final semiconductor production line at the site. Based on 300mm wafers, its estimated monthly production capacity is expected to reach 200,000 to 300,000 wafers, with the goal of achieving initial production in 2029. [Kuo: Google Develops TPU v9 Revised Chip, MediaTek Secures Additional Orders] On June 22, renowned analyst Ming-Chi Kuo’s latest industry survey indicated that Google will develop an upgraded v9 chip, codenamed possibly Triggerfish, based on the TPU v9/Humufish, and MediaTek will exclusively secure this higher-priced additional order. With the Humufish lifecycle shipment estimate of 4 to 5 million units unchanged, Google has added an additional 1 to 2 million Triggerfish orders, which are expected to begin production at the end of 2027 and ramp up in 2028. As the unit price of Triggerfish is approximately 30% higher than that of Humufish, it is expected to become a new growth driver for MediaTek’s operational momentum in 2028. [NVIDIA Rubin Servers Achieve 100% Liquid Cooling] NVIDIA announced on June 21 local time that its latest generation Rubin AI infrastructure has achieved 100% liquid cooling across the entire system—chips and network components all utilize a closed-loop liquid cooling circulation, completely eliminating fans. This is also one of the core technologies in NVIDIA’s DSX AI factory reference design. The key breakthrough lies in raising the coolant inlet temperature to 45 degrees Celsius (higher than the temperature of a typical hot bath), which instead delivers higher energy efficiency. Industry estimates show that every 1-degree Celsius increase in coolant temperature can save approximately 4% of cooling energy consumption. A 50-megawatt hyperscale data center could thus save over $4 million annually in cooling-related energy and water costs. In climates with suitable conditions, this architecture can completely eliminate chillers, relying on outdoor dry coolers for heat dissipation, reducing annual water usage from approximately 2.6 million gallons per megawatt under traditional cooling tower modes to near zero. [Microsoft Resumes Auto-Installation of 365 Copilot App on Windows Devices] Microsoft has quietly confirmed in the admin portal that it will automatically install the Microsoft 365 Copilot app on eligible Windows devices with Microsoft 365 desktop applications between mid-June and mid-July, with the installation enabled by default and requiring no user action. Enterprise administrators who do not want the app to appear on organizational devices must proactively opt out.
Users located in the European Economic Area are not affected by this change, as the region is granted a blanket exemption. 【Samsung Electronics Opens ChatGPT and Codex to All Employees in South Korea】 On June 21, local time, OpenAI announced that Samsung Electronics is deploying ChatGPT Enterprise and Codex to its global workforce to accelerate the company’s internal adoption of AI. Under the agreement, ChatGPT and Codex will be made available to all Samsung Electronics employees in South Korea, as well as to all employees in the Device eXperience (DX) division worldwide. This marks one of OpenAI’s largest enterprise-level deployments to date. Samsung Electronics will leverage ChatGPT and Codex comprehensively across its operations, covering research and development, manufacturing, marketing, corporate functions, and other business areas. 【Fervo Energy, NVIDIA Partner on Enhanced Geothermal Digital Twin Platform Development】 On June 22, U.S. geothermal company Fervo Energy, NVIDIA, and the Pacific Northwest National Laboratory (PNNL) announced a tripartite collaboration to develop EGS-Twin, a next-generation digital twin platform for Enhanced Geothermal Systems (EGS). EGS-Twin aims to deliver real-time insights into subsurface reservoir behavior and operational performance by integrating high-resolution field data, physics-based simulation modeling, and AI-driven predictions. The platform is expected to be fully deployed by 2029. Events to Watch During the U.S. Trading Session (Beijing Time) June 22 21:00 – Federal Reserve Board Governor Christopher Waller delivers welcoming remarks at a conference on the international role of the U.S. dollar. 22:00 – Eurozone flash Consumer Confidence Indicator for June.
