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.

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