Jensen Huang stated frankly: Storage shortage is fantastic for us.
In Q4 2025, NVIDIA holds a 94% share of AIB GPU, while AMD holds a 5% share. Jon Peddie Research
Samsung plans to double the price of NAND flash memory again in Q2 2026. Seoul Economic Daily
The conflict between US and Iran triggered the Strait of Hormuz crisis, causing an energy shock to the global chip supply chain.
INTEL shareholder Richard Pesner recently filed a lawsuit against Intel CEO Lip-Bu Tan, US Commerce Secretary Howard Lutnick, and the US Department of Commerce, accusing the Trump administration of forcibly acquiring a 10% stake at a “low price.”
The Japanese government plans to achieve domestic semiconductor sales of $253.53 billion by 2040, capturing 30% of the global physical AI market.
It has received nearly US$15.13 billion in investment, two years after the implementation of Malaysia’s national semiconductor strategy.
The head of OpenAI hardware resigned in protest against cooperation with the Pentagon.
Data centers are transitioning from copper cabling to Micro LED CPO. TrendForce
