Ming-Chi Kuo: The supply of Nvidia RTX 50 graphics card chips is tight, and the mass production of RTX 5070/5060 may be postponed to March and April in 2025 respectively.
Google CEO: It will take another 5 to 10 years for quantum computers to become practical.
OpenAI will release Orion GPT-4.5 model in next few weeks.
SoftBank Group suffered a huge loss of US$2.4 billion in Q3 2025 and will transform itself into an AI company.
Cisco raised its annual revenue forecast, betting that demand for its cloud networking equipment will increase as artificial intelligence flourishes.
JDI announced that it will stop production at the Mobara factory by March 2026 and transform it into an AI data center.
Following in OpenAI footsteps, AI startup Anthropic predicts revenues of $34.5 billion by 2027.
Digtimes: Due to the surge in 4nm orders, Samsung has lifted the shutdown measures on production equipment and plans to increase the production line utilization rate of the Pyeongtaek Park to the highest level as early as June 2025.
South Korea top 10 manufacturing industries will invest $820.69 million by 2025 and will increase investment in cutting-edge memory chips.
Ming-Chi Kuo: Nvidia GB300 NVL72 may not use supercapacitors.
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