Nvidia Jensen Huang: Will establish NVAQC, a quantum computing research Lab in Boston. Micron CEO: Will pass tariff costs on to customers. Perplexity AI plans to raise between $500 million and $1 billion, with a valuation of $18 billion. Apple…
Wiwynn showcases NVIDIA GB300 NVL72 platform AI server and advanced liquid cooling technology. Micron Chief Business Officer: Micron 2025 HBM chips has been sold out. Influenced by the European Chip Act policy, British chip design startup ChipFlow moved to Spain.…
Nvidia Jensen Huang: Not invited to participate in the acquisition of Intel shares, AI chip production will move to US in the future. OpenAI Stargate first project was revealed: it can carry 400,000 Nvidia AI chips. Lisa Su appeared at…
TSMC demand for advanced packaging is strong, and the focus of production expansion is CoWoS-L. Foreign investors are concerned about whether TSMC and Intel will set up a joint venture. TrendForce estimates that NVIDIA GB300 will expand the shipment scale…
Jensen Huang: The US four major cloud leaders (Amazon, Microsoft, Google, Meta) have purchased 3.6 million Blackwell chips in 2025. Amazon cut prices to promote its own AI chip, Trainium, which has the same computing power as servers using Nvidia…
Comparison of AI models between China and US: OpenAI’s price is much higher than Baidu and DeepSeek. Investment in AI by tech giants has surged and is expected to reach $525 billion by 2032. DRAM chip prices have soared as demand…
TrendForce: Nvidia will launch the GB300 chip ahead of schedule in Q2 2025. Following SanDisk, Micron and Samsung will also raise prices in April 2025. The Information reported that the services currently provided by Manus are limited by server capacity…
Google and MediaTek are developing AI chips, which are expected to be produced by TSMC in 2026. Packaging and testing whitelist effect: ASE, Siguard Microelectronics, Ardentec have obtained transfer orders. Intel new CEO Lip-Bu Tan plans to reorganize AI strategy…
Foxconn AI server revenue will account for more than 50% in 2025. Liu Yangwei: Tariffs are the biggest headache for CEOs. Foxconn will increase production in US. It was reported that the Governor of Arizona, USA, visited Taiwan and met with…
Nvidia GB300 will be unveiled: Foundries’ bargaining power has weakened, and only TSMC has the ability to raise prices. There are 6 highlights to look forward to at the NVIDIA GTC conference. AI chip cooling faces new challenges: Intel “superfluid…
