NVIDIA CFO: We anticipated the surge in storage prices and placed orders in advance. SK Hynix has released its iHBM cooling solution, reducing thermal resistance by more than 30% to improve the efficiency of AI systems. Independent packaging based on…
NVIDIA, Microsoft, and Kawasaki Heavy Industries are collaborating to accelerate the large-scale deployment of physical AI in society. Micron: The sixth-generation HBM4 is ramping up production at twice the rate, and yield is improved at a faster rate. Morgan Stanley:…
NVIDIA becomes the “core” of autonomous driving, while traditional automakers are facing a crisis of “pyramid inversion”. Samsung completes prototype development of 900-layer ultra-high stacked 3D NAND flash memory. ETNews Huawei showcased a range of high-capacity SSDs based on its…
INTEL has begun developing 10A/7A process, with the 14A series expected to enter mass production in 2029. Huawei releases Semiconductor Tau (τ) Law. Microsoft’s second-generation Maia chip may receive an order from Anthropico, and the two companies are currently in…
Lisa Su: AMD expects the CPU market to grow by more than 35% per year over the next 5 years. It’s reported that Samsung’s Lee Jae-yong will meet with MediaTek’s Rick Tsai to secure a contract to manufacture Dimensity chips.…
AMD announced that it will use TSMC’s 2nm process to mass-produce its next-generation EPYC processor, Venice. Lisa Su: Demand for AI is strong, and AMD is urging its partners to increase production capacity. Microsoft has released its self-developed Maia 200…
Jensen Huang: SRAM-based AI chips, including those in NVIDIA’s own products, will remain a niche product for some time. Following Musk’s visit to China with Trump, Tesla confirmed that it will offer FSD (Full Self-Driving) functionality in China. Taiwan TEL…
NVIDIA expects to begin shipping Vera Rubin in H2 2026. INTEL CEO Lip-Bu issued a stern statement: A second tape-out failure will result in immediate dismissal. AMD plans to invest over US$10 billion in Taiwan. Nanya Technology: Production capacity will…
Samsung has increased the yield of its HBM3E and HBM4 DRAM to 92% and over 75%, respectively. INTEL is reportedly urging PC manufacturers to switch to the 18A high-end chip. AMD Lisa Su: The development of AI has created a…
NVIDIA and Amazon advance the development of a next-generation storage architecture in which GPUs will directly control SSDs. INTEL Lip-Bu Tan stated that as AI shifts from training to inference, the ratio of CPUs to GPUs may reach 4:1. Samsung…