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…
The United States will impose additional tariffs on aluminum on March 12, 2025, covering 123 products including chipmaking equipment parts and aircraft components, which may deal a major blow to Japanese companies. HSBC analyst Frank Lee: Nvidia NVL rack server…
Xiaomi, ByteDance, and Alibaba compete for AI talent. Microsoft released its first quantum chip, Majorana 1, and said it hopes to make practical quantum computers possible within a few years. Canalys: Global cloud service spending is expected to grow 19%…
The Trump administration has implemented drastic reforms, with key chip and AI organizations laying off more than 500 employees. Exyte: The time and costs of building a wafer fab in US is twice as in Taiwan. AMD may block Intel’s…
Morgan Stanley: Nvidia will monopolize 77% of the wafer supply for AI applications and consume 535,000 wafers in 2025. Morgan Stanley: It will be difficult for ASICs to challenge Nvidia GPU dominance. Arm Ethos-U85 NPU: Enabling generative AI at the…
xAI releases the large-scale model Grok-3, which Musk calls “the smartest AI on earth.” Affected by Trump tariff war, Taiwanese seven major AI server foundries (Foxconn, Quanta, Wistron, Wiwynn, Inventec, Compal, and Pegatron) went to Texas for inspection. Singapore official: Nvidia’s 28%…
As AI competition intensifies, South Korea plans to snap up 10,000 GPUs in 2025. Apple self-developed 5G baseband is weaker than Qualcomm, and iPhone SE 4 will be equipped with it. South Korean media xAI is reportedly seeking $10 billion…