NVIDIA expects to begin shipping Vera Rubin in H2 2026.
INTEL CEO Lip-Bu issued a stern statement: A second tape-out failure will result in immediate dismissal.
AMD plans to invest over US$10 billion in Taiwan.
Nanya Technology: Production capacity will increase by 80% to 100% in 2-3 years.
UBS has listed ASML as its top pick.
Follow-up to the Foxconn hacking incident: More than 30 Apple server document samples have been leaked.
Volkswagen CEO: There are currently no negotiations with Chinese manufacturers regarding production capacity cooperation.
Sberbank of Russia plans to purchase Chinese AI chips to help run the GigaChat AI model.
Jensen Huang: AI has become a core driver of productivity; ACIE will develop even faster in the future.






