Jensen Huang: DeepSeek will not pose a threat and will boost demand for Nvidia’s AI chip Blackwell. Nvidia H20 orders from the Chinese market surged after the shock of DeepSeek passed. Chinese companies cut prices of 6-inch SiC wafers by…
Meta is reportedly investing $200 billion to build a new data center campus of unprecedented scale. Businesskorea: SK Hynix is about to complete the acquisition of Intel NAND and memory business. Supply Chain noted that following OpenAI and Meta, xAI began…
Nvidia is providing a networking plug-in called Spectrum-X Ethernet for Cisco AI servers to facilitate enterprise deployment of artificial intelligence systems. Kioxia and SanDisk have collaborated to develop 332-layer 3D NAND flash memory. Samsung recently signed a patent licensing agreement…
Apple vows to build AI servers in Houston and spend $500 Billion in U.S. over the next four years and open a factory in Texas to make the machines that power Apple push into artificial intelligence. Trump plans to impose a…
Taiwan: Has not yet received TSMC application to invest in Intel. Intel first two High NA EUV lithography machines went into production, producing 30,000 wafers in a single quarter. The reliability of the high numerical aperture (High NA) extreme ultraviolet…
Intel: Intel 18A is ready, offering 15% better performance per watt and 30% higher chip density. Goldman Sachs: The development of AI applications is accelerating, and edge computing has become the main force. Nvidia main testing partner KYEC is currently…
Alibaba: Will invest US$52.522 billion in the next three years to build cloud and AI hardware infrastructure. Industry source: NVIDIA latest Blackwell architecture GPU chip is in strong demand, and has occupied more than 70% of TSMC CoWoS-L advanced packaging…
NVIDIA has confirmed that the missing raster units (ROP) issue affected approximately 0.5% of GeForce RTX 5090 and RTX 5070 Ti graphics cards, and that the production anomaly has been fixed. A survey report released by the South Korea Institute…
Nvidia CEO Jensen Huang: The DeepSeep-R1 inference model is “impressive”, but future AI models will still rely on Nvidia computing power. AMD plans to sell data center manufacturing plant for $4 billion. Global DRAM and NAND Flash sales revenue will hit…
STMicroelectronics launches high-performance optical interconnect technology for data centers and AI clusters. Infineon German smart power station receives 1 billion euros in subsidies from the EU. Applied Materials launches new semiconductor inspection system to help manufacture cutting-edge chips of 2nm…
