Nvidia GB300 is expected to ship in Q3 2025, and the GB300 cabinet is estimated to be worth $4 million.

Innolux won the FOPLP order from SpaceX.

Following TSMC, Intel, Qualcomm, Micron, Texas Instruments have called on the Trump administration to exempt semiconductor tariffs.

Samsung plans to build a new 1c DRAM mass production line (6th generation 10nm-class DRAM).

Trump puts pressure on Apple: If Apple does not produce iPhones in US, Apple will face a 25% tariff.

South Korean LS Eco Energy discusses rare earth supply chain cooperation with Vietnam.

Nissan is considering selling its Yokohama headquarters building, valued at nearly $700 million, to cover restructuring costs.

The US House of Representatives passed a budget bill that would ban states from enacting AI regulations for a decade.

Oracle and Nvidia teamed up to help OpenAI build a high-performance data center.

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