Due to the continuous delays in the assembly and mass production of NVIDIA GB200 NVL72, shipments will be lower than expected, with shipments estimated to be between 25,000 and 35,000 units in 2025. TikTok may plan to shut down its…
Nvidia: The Biden administration’s regulatory policies will weaken America global competitiveness. Nvidia documents show that about 56% of its revenue comes from customers outside the United States, with China accounting for about 17% of sales. SIA: New AI chip export restrictions could…
The global semiconductor market will grow 11% to $697.1 billion in 2025, driven by AI data centers, while demand related to electric vehicles and smartphones remains stagnant. The price/performance ratio of Nvidia RTX 50 series graphics cards exceeded expectations. Gigabyte,…
Nvidia criticized reports that the Biden administration plans to impose new restrictions on exports of artificial intelligence (AI) chips, saying the outgoing U.S. leader should not “preemptively” make policies at the last minute. Tesla plans to produce thousands of humanoid…
Nvidia has reached an agreement with the Dutch government to provide hardware and technical support for AI facilities. Nvidia CEO Jensen Huang announced at CES 2025 that Nvidia and its partners have begun full production of Blackwell GPUs (for AI…
NVIDIA DRIVE AGX Thor, based on Arm architecture, brings new AI capabilities to next-generation cars. Rapidus plans to provide Broadcom with 2nm product samples in June 2025. Nikkei News Marvell introduces breakthrough CPO architecture for custom AI accelerators. Renesas to…
MediaTek collaborated with NVIDIA to design the new NVIDIA GB10 super chip for the NVIDIA Project DIGITS personal AI supercomputer. SIA: Biden’s new AI ban, “Artificial Intelligence Proliferation Export Control Framework,” may seriously weaken the competitiveness of U.S. semiconductors. The…
NVIDIA has launched the Chinese version of its flagship graphics card RTX 5090D, which complies with US export control rules. Although the AI computing power is reduced by about 29%, the gaming performance remains almost unchanged. The price starts at US$2,250…
TrendForce: In 2025, AI server shipments will account for 15%, but sales will account for more than 70%. The US Department of Defense has blacklisted 134 Chinese companies including Changxin Memory Technologies, Yangtze Memory Technologies, SMIC, Quectel Communications, Tencent, and…
semiwiki: TSMC is actively expanding its advanced packaging capacity in Taiwan, China. It is estimated that the monthly CoWoS production capacity will be 65,000-75,000 pieces in 2025 and 90,000-110,000 pieces in 2026. It is estimated that Nvidia will account for…
