Nvidia GB300 will be unveiled: Foundries’ bargaining power has weakened, and only TSMC has the ability to raise prices.
There are 6 highlights to look forward to at the NVIDIA GTC conference.
AI chip cooling faces new challenges: Intel “superfluid cooling technology” may become a key solution.
Micron expands cooperation with Taiwan, and Powertech DRAM packaging and testing orders increase by 50%.
Capacity expansion in Southeast Asia is accelerating, and Indian manufacturing dilemma needs to be overcome urgently.
Samsung has suspended investments in Mexico and cut 30% of its workforce due to the tariffs.
iResearch Consulting released a report on the AR glasses industry, and Meizu received positive comments from the industry.
Foxconn Liu Yangwei: The yield rate of Nvidia GB200 has reached mass production standards.
Intel is working with Taiwanese manufacturers to develop superfluid cooling technology to seize the AI server cooling business opportunities.
