NVIDIA and Amazon advance the development of a next-generation storage architecture in which GPUs will directly control SSDs.

INTEL Lip-Bu Tan stated that as AI shifts from training to inference, the ratio of CPUs to GPUs may reach 4:1.

Samsung Electro-Mechanics: Signs $988.78 million silicon capacitor supply contract with a major global company.

ASML’s CEO stated that chip supply bottlenecks may occur from time to time, but ASML is increasing production capacity.

Pingtouge’s Zhenwu series GPUs have shipped over 560,000 units to date. In the next two years, they will launch the more powerful Zhenwu V900 and Zhenwu J900 chips.

The European Parliament has adopted new rules for reviewing foreign direct investment.

KKR plans to sell its entire stake in chip equipment manufacturer Kokusai Electric.

Infineon expands CoolGaN BDS portfolio with compact 40 V bidirectional GaN switches.

Letter to shareholders from Joseph Tsai and Eddie Wu: Striving to make AI + Cloud another growth engine for Alibaba.

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