Nvidia GB200 NVL72 can bring a profit margin of 77.6% to AI factories, while AMD’s MI355X has -64%. Morgan Stanley
The investigation into TSMC’s 2nm theft case has concluded: All three suspects have pleaded guilty and will be sentenced to up to 14 years in prison.
Nvidia Taiwan headquarters is scheduled to break ground in May 2026.
US Treasury Secretary Scott Bessent: Will not invest in Nvidia and TSMC’s dominance in the industry posed a risk to US.
SK Hynix launches the first High-K heat dissipation DRAM, ending the overheating problem of flagship mobile phones.
GlobalFoundries: $1.5 billion in subsidies under CHIPS Act are “safe” and do not involve equity.
Nikon to shut Yokohama semiconductor plant as focus shifts to packaging and digital manufacturing.
Nvidia Q2 2025 results beat expectations, but data center revenue fell short of forecasts for the second consecutive quarter.
Pegatron aims to double its server revenue by 2025.
