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Thursday 29 May 2025
How Nvidia's next-gen GPUs are fueling an inference supercycle
Nvidia on May 28, 2025, reported a strong performance in its Data Center segment during its first quarter fiscal 2026 earnings call, with revenue reaching US$39 billion, a 73% increase...
Thursday 29 May 2025
Nvidia's growth remains strong despite US$4.5B China writedown; forecasts US$8B revenue loss from export ban
Nvidia today announced robust financial results for the first quarter of fiscal year 2026, reporting significant year-over-year and sequential growth, driven primarily by its Data...
Monday 26 May 2025
Nvidia reportedly develops new lower-cost AI chip for China to skirt US export curbs
Nvidia is reportedly developing another lower-cost AI chip for China, pricing it at US$6,500–8,000—well below its restricted H20 model. The new GPU, based on Blackwell...
Thursday 22 May 2025
Nvidia's Taiwan inner circle powers up for the Blackwell era
During Computex 2025, Nvidia CEO Jensen Huang highlighted key Taiwanese suppliers central to its AI chip packaging and testing ecosystem. These include Unimicron for CoWoS substrates,...
Thursday 22 May 2025
Nvidia CEO shows support for SK Hynix, praises 'beautiful' HBM4 at Computex 2025
Nvidia CEO Jensen Huang made a special visit to the SK Hynix booth at Computex 2025, leaving messages of support and showing the close cooperative relationship between the two comp...
Tuesday 20 May 2025
Nvidia's GB300 gains strong demand with 10,000 units planned for Taiwan AI factory
Nvidia CEO Jensen Huang announced an expanded collaboration with Foxconn and the Taiwan government to develop an AI factory, a project that will utilize 10,000 Nvidia GB300 GPUs.
Tuesday 20 May 2025
Computex 2025: Pegatron flexes liquid-cooled GPU racks built for AI data center era
Pegatron Corp. is making its biggest appearance to date at Computex 2025, unveiling a standalone booth to showcase its latest rack-mounted solutions designed for increasingly complex...
Monday 19 May 2025
Foxconn and Nvidia unveil AI supercomputing hub in Taiwan
Foxconn announced a transformative partnership with US chip giant Nvidia to build a next-generation "AI Factory" supercomputing center in Taiwan. The facility will feature Nvidia's...
Tuesday 13 May 2025
MediaTek teams up with Nvidia, but talent drain clouds alliance
Nvidia will collaborate with MediaTek to launch an AI PC platform in 2025. This marks a true breakthrough for MediaTek, solidifying its role as a trusted partner of Nvidia's CEO Jensen...
Wednesday 7 May 2025
Hopper-to-Blackwell shift dents Supermicro's Q3, but recovery seen ahead
On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast as customers paused purchases to evaluate the upcoming...
Wednesday 7 May 2025
Supermicro sees softer FY25 as customers defer AI infrastructure rollouts
Supermicro announced its fiscal third quarter results for the period ended March 31, 2025, reflecting challenges from customer delays in AI infrastructure deployments. The company...
Tuesday 15 April 2025
Micron reportedly secures Nvidia certification for fifth-gen 12-layer HBM3E supply
Micron Technology is advancing in the high bandwidth memory (HBM) market, historically led by South Korean giants SK Hynix and Samsung. Reports indicate that Micron has secured Nvidia's...
Tuesday 15 April 2025
South Korean telcos race to adopt Nvidia's Blackwell GPUs in AI infrastructure push
South Korea's top telecom carriers, KT Corp. and SK Telecom (SKT), are accelerating their AI infrastructure investments by adopting Nvidia's latest Blackwell GPUs across their GPU-as-a-Service...
Tuesday 15 April 2025
TSMC, Foxconn and Wistron join Nvidia’s US$500B push to manufacture AI chips and servers in the US

As US President Donald Trump renews his tariff push to bring manufacturing back to the U.S., Nvidia has emerged as the latest tech giant...

Tuesday 25 March 2025
Nvidia's Blackwell production drives revenue surge for Taiwanese IC backend partners
With Blackwell servers in full production, related server IC backend partners, including test interface providers, are expected to see a significant increase in revenue starting the...