It’s reported that NVIDIA plans to unveil a new LPU optimized for inference at the 2026 GTC and will deeply integrate the LPU core into the next-generation Feynman architecture. AT&T announced a $250 billion investment to build US network infrastructure.…
Jensen Huang: The wave of AI infrastructure just begins and still requires trillions of dollars in investment. Samsung and SK Group announced plans to cancel a total of US$14.1 billion of treasury shares. Applied Materials and Micron are joining forces…
NVIDIA plans to restart production of the RTX 3060 GPU, which may be exported to China: it uses Samsung’s 8nm process. Tesla has postponed multi-project wafer testing of its AI6 chip on Samsung 2nm process node. TheElec TSMC revenue surged…
SK Hynix has developed 1C LPDDR6, a sixth-generation 10nm-class DRAM. Groq plans to increase annual production of AI chips from 9,000 to 15,000. ChosunBiz Nexperia China announced that it has successfully achieved small-batch production of 12-inch wafer bipolar discrete devices.…
NVIDIA Vera Rubin chip uses only HBM4 technology from Samsung and SK Hynix. South Korea Economic Daily It is projected that by 2025, the total output value of Taiwan’s IC industry will reach US$209.1 billion, of which IC manufacturing will…
Jensen Huang stated frankly: Storage shortage is fantastic for us. In Q4 2025, NVIDIA holds a 94% share of AIB GPU, while AMD holds a 5% share. Jon Peddie Research Samsung plans to double the price of NAND flash memory…
NVIDIA Vera Rubin will adopt a fully liquid-cooled design. Morgan Stanley South Korea warns Middle East tensions could disrupt chip material supply. TI to raise chip prices from April 2026, supply chain says. Tower Semiconductor and Scintil Photonics have introduced…
NVIDIA halts H200 production for China. TSMC capacity will be transferred to Vera Rubin. US plans to expand export controls on AI chips globally, requiring companies such as NVIDIA and AMD to obtain export licenses. NAND wafer costs surged 25%…
AMD CEO Lisa Su: Server CPU demand has unexpectedly surged, and supply is currently tight. Storage sector market anticipates a two-year shortage. UBS analyst Timothy Arcuri Apple releases M5 Pro/M5 Max Macbook Pro: On-device AI computing power is increased by…
Lisa Su: AMD order growth exceeded expectations; institutional investors are optimistic about TSMC advanced process orders. Tesla plans to discuss with Samsung the possibility of significantly increasing the production capacity of its AI6 chip. TheElec SK Hynix advances new HBM…
