Nvidia reportedly changed the copper cabling configuration of its cabinets, causing Semtech stock price to plummet 31%. OpenAI plans to outsource the design of its own AI chip to TSMC in the first half of 2025. Reuters Nokia will appoint…
A consortium led by Musk offered $97.4 billion to buy OpenAI, but Altman rejected. Taiwan exports to Mexico surged 479% year-on-year to $2.7 billion in January, 2025 official data showed. The growth was mainly due to shipments of GPUs, a…
Asus and MSI RTX 5090/5080 GPU prices increased by up to 18%. NVIDIA is urgently investigating the RTX 5090/5080 GPU black screen crash issue. In 2025, US technology giants investment in AI will remain high. Amazon: US$100 billion; Meta: US$65…
Trump: DeepSeek will not threaten national security, and it is a technological development that will help reduce the cost of artificial intelligence (AI). DeepSeek may help China-Russia AI cooperation. Russia says: We don’t need the “American solution”. India has become OpenAI’s second-largest…
DeepSeek breaks the US monopoly on AI discourse. Affected by the ban, another group of mainland IC design companies have encountered suspension of shipments by TSMC. France and the UAE will invest $30 billion to $50 billion to jointly build…
In the DeepSeek inference task, Huawei Ascend 910C achieved 60% of the performance of NVIDIA H100. Huawei sales revenue in 2024 will exceed US$117.99 billion, a year-on-year increase of 22.12%. With the support of cloud service and chip giants, the…
The Ministry of Foreign Affairs responded to the ban or restriction of the use of DeepSeek in many countries: Resolutely safeguard the legitimate rights and interests of Chinese companies. Apple M5 series processors are in mass production: TSMC N3P process…
China restricts exports of five key metals: tungsten, tellurium, bismuth, molybdenum and indium. Morgan Stanley: Trade risks such as chip tariffs may cause Asian technology stocks to fall by 20%. Financial Times: China plans to launch formal investigation into Intel.…
Nvidia new RTX 50 series graphics cards are selling well. The first batch is in short supply, and the price has increased by 3 times. US President Trump is determined to impose chip tariffs, and Nvidia may be affected. Morgan…
Trump ordered a 10% tariff increase on Chinese goods starting Feb 4th, 2025. Intel Gaudi 2D AI Accelerator optimized for the DeepSeek Janus Pro model. Japan may offer tax credits to chip manufacturing. Rapidus Japanese factory plans to install 10 EUV…