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…
Lip-Bu Tan strategic shift: INTEL plans to open its 18A process technology to external foundries. Jensen Huang: NVIDIA massive investment in OpenAI/Anthropic may be its last investment. Micron has launched the world’s first high-capacity 256GB LPDRAM SOCAMM2, setting a new…
Samsung introduces new power architecture to reduce HBM defect rate. Huawei releases next-generation green AI site and GW-level AIDC solution. Former TSMC executive Lo Wei-jen is under formal investigation for allegedly leaking core 2nm technology. Winbond Electronics net profit in…
Rapidus will collaborate with Canon to develop a 2nm image processing chip. Amazon will invest an additional $21 billion in Spain to build data centers and AI facilities. NVIDIA invests $4 billion in two optical technology companies, Lumentum Holdings Inc.…
Morgan Stanley has ranked NVIDIA as its top pick in the semiconductor industry, replacing Micron. AMD Ryzen 5 5500X3D has been released in China, featuring a TSMC 7nm Zen 3 processor and 99MB of cache. Foxconn, Quanta, and Wistron plan…
TSMC accelerates to expand 1.6nm chip manufacturing plant to support NVIDIA. Samsung memory price hike to Apple highlights tight LPDDR5X supply. NVIDIA and Nokia, SoftBank, T-Mobile have proven that AI-RAN is the next generation of wireless technology. Meta expands its…
