Samsung chip chief Jeon Young-hyun went to US to discuss HBM3E supply issues with Nvidia Jensen Huang.
Micron won the order from Nvidia and started mass production of 12-layer HBM stack.
AMD plans to introduce Samsung 4nm process into its next-generation Zen6 architecture products.
Allegedly, GB200 wafers are being repurposed and supply of Nvidia RTX 50 series GPUs will increase significantly in March, 2025.
Nokia $2.23 billion acquisition of Infinera may be approved unconditionally by EU.
TrendForce: It is estimated that the supply and demand of NAND Flash market will improve significantly in the second half of 2025, including OEM manufacturers production cuts, smartphone inventory liquidation, AI and DeepSeek effects, etc.
Meta plans to set up a new department to develop artificial intelligence humanoid robots and hire the former Cruise CEO as technology VP.
South Korean data protection agency suspends new downloads of DeepSeek.
Nvidia is in secret talks with Samsung and SK Hynix to collaborate on commercializing a new memory standard called “SOCAMM,” which is being hailed as the “next generation of HBM (high-bandwidth memory).”
