NVIDIA has secured $500 billion in GPU orders and needs to deliver 20 million chips over the next five quarters.
Vultr plans to invest over $1 billion to build AI cluster in Ohio: deploying 24,000 AMD chips.
The shortage of HBM production capacity is becoming increasingly apparent, and the shortage of consumer-grade memory will lead to a PC price increase of more than 20% in 2026.
Samsung is lagging behind in the age of AI: Lee Jae-yong seeks to break through bottlenecks and compete for technological advantages through mergers and acquisitions.
US and Europe are accelerating the localization of their semiconductor supply chains.
US has postponed the imposition of tariffs on Chinese electronic products for another year, reducing the risk of rising GPU prices.
It’s reported that BOE has secured most of the OLED display orders for Apple’s iPhone 17e.
Anthropic plans to IPO as early as 2026, with a potential valuation of over $300 billion.
NVIDIA wins lobbying campaign; US Congress rejects AI chip export bill.
