Jensen Huang: It is still uncertain whether China will accept NVIDIA H200 chip.
Samsung is preparing for mass production of its HBM4 chip, with operating profit expected to exceed $67.973 billion by 2026.
OpenAI acquisition of Neptune for nearly $400 million enhances its AI model training capabilities.
Intel announced that it will retain the NEX networking division and abandon its spin-off plan.
US will strengthen its semiconductor and mineral supply chains with eight allies.
SEMI: Global semiconductor equipment sales grew 11% in Q3 2025, reaching $33.66 billion, with Chinese Mainland still ranking first.
A UN report states that differences in the governance of AI could exacerbate inequality between countries.
Google is putting increasing pressure on OpenAI: it has begun testing the integration of two major new AI features into search.
Micron announced its exit from the consumer memory business to focus on the AI and data center.
