TSMC Luo Zhenqiu stated that N3 has received approximately 100 NTO orders and is expected to become a high-volume, long-term operating process node.
Samsung regained the top spot in DRAM sales in Q3 2025. ChinaFlashMarket
Key takeaways from NVIDIA’s Q3 earnings call: Demand for AI products remains strong.
Jensen Huang stated that NVIDIA has a large number of new Blackwell chips available for sale.
Nokia is streamlining its operations and betting on the booming development of AI infrastructure.
Jensen Huang: The world is undergoing three major transformations in the coming years, which will drive growth in investment in AI infrastructure.
Firebird has received approval from the US government to operate a data center project in Armenia which will utilize NVIDIA Blackwell chips and Dell servers.
US AI research still relies on Chinese talent, otherwise Silicon Valley companies will fall behind. New York Times
US cannot win by targeting Alibaba. Bloomberg
