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…
CES 2025: Intel, Nvidia, AMD to unveil new PC products; LG to show off ‘world’s first bendable 5K2K gaming monitor’ 45GX990A. The DRAM market will see significant price declines in Q1 2025, with the PC, server, and GPU VRAM segments…
It is expected that TSMC’s advanced process price quotations will increase by 5% to 10% in 2025, or will increase by about 3% and cancel discounts. Nvidia completes acquisition of Israeli software startup Run:ai for $700 million. In response to…
Analyst Claus Aasholm: Nvidia H20 GPU sales in China grew 50% month-on-month. Due to US export restrictions, Nvidia cannot sell its high-end Hopper H100, H200 and H800 processors to China without a government export license, so it instead sells its…
Nvidia B300 is coming soon: 288GB HBM3E, 50% performance improvement, TDP 1400W. SemiAnalysis TSMC 2nm process is too expensive. The iPhone 17 equipped with the A19 series processor launched in 2025 will not use this technology. It will not be…
Nvidia and AMD are currently forcing AIB partners to ship next-generation GPUs to warehouses in China ahead of schedule to avoid impending tariffs of up to 40% from the Trump administration. To cope with the risks of Trump 2.0, the…
