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    NEWS TAGGED BLACKWELL
    Friday 21 November 2025
    ASE and SPIL draw attention as Nvidia pushes for expanded US packaging capacity
    Nvidia reported strong third-quarter results for fiscal 2026 (ending October 2025), driven by robust sales of its Blackwell Ultra chips. Cloud data center revenue rose over 60% year-on-year...
    Thursday 20 November 2025
    Nvidia partners with Amkor, SPIL, and Menlo Micro to boost US IC backend capacity
    Nvidia has announced key partnerships to expand its supply chain and manufacturing capacity in the US, aiming to meet rising global demand for artificial intelligence (AI) computing...
    Thursday 20 November 2025
    Jensen Huang explains why Nvidia is building an AI empire, not just faster chips
    Nvidia is doubling down on ecosystem expansion to solidify its position as the go-to platform for AI computing, CEO Jensen Huang said during the company's third-quarter fiscal 2026...
    Thursday 20 November 2025
    Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter
    Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...
    Tuesday 18 November 2025
    GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs
    GMI Cloud, an Nvidia Cloud Partner (NCP) and GPU-as-a-Service provider, has announced plans to build a US$500 million AI Factory in Taiwan, adding new large-scale compute capacity...
    Thursday 13 November 2025
    Beijing steps in? SMIC capacity reallocated to Huawei as China's chip shortage worsens
    US export controls on advanced chips are starting to show real impact. People familiar with the matter say China is running short of high-end semiconductors, pushing Beijing to step...
    Thursday 6 November 2025
    Commentary: Is Trump's Blackwell ban handing China the AI chip crown on a platter?
    Since US President Donald Trump took office in January 2025, his administration has escalated technology export restrictions with unprecedented aggression. Beyond raising overseas...
    Wednesday 5 November 2025
    Nvidia US$10B deal elevates South Korea to third in GPU stockpile for physical AI push
    Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia's next-generation RTX Pro 6000 Blackwell server-version...
    Wednesday 5 November 2025
    US Treasury Chief hints Nvidia's Blackwell chips could one day reach China, but not right now

    US Treasury Secretary Scott Bessent has suggested that the government may eventually permit Nvidia's high-end Blackwell-architecture...

    Tuesday 4 November 2025
    Nvidia Blackwell chips expose policy-corporate divide on China exports
    During an interview aboard Air Force One on November 2, 2025, US President Donald Trump stated that only US customers should have access to Nvidia's advanced Blackwell AI chips. According...
    Wednesday 29 October 2025
    Jensen Huang hails AI as 'America's next Apollo moment,' unveils US-built Blackwell supercomputers

    Nvidia CEO Jensen Huang declared that the US is entering "America's next Apollo moment," framing the rise of artificial intelligence...

    Wednesday 15 October 2025
    OCP Summit: Pegatron showcases next-gen AI and HPC server platforms
    At the OCP Global Summit 2025 in San Jose, Pegatron showcased a comprehensive lineup focused on next-generation AI, HPC, and professional visual computing workloads. The company also...
    Sunday 14 September 2025
    Beyond the data center: Nvidia’s GB10 and DGX Spark mark a new phase in its AI strategy
    At the recent Hot Chips 2025 conference, Nvidia detailed its latest GB10 system-on-chip (SoC) architecture, representing a miniaturized application of the Blackwell GPU architecture...
    Wednesday 10 September 2025
    Nvidia's server rack transition delays revenue growth but AI servers expected to recover in late 2025
    Nvidia's shift from GB200 to GB300 server racks is anticipated to regain growth momentum in September 2025 after a transitional slowdown in July and August, benefiting ODMs in the...
    Sunday 31 August 2025
    Nvidia rolls out RTX Pro servers for enterprise AI, reinforcing market momentum
    Nvidia is extending its AI reach beyond hyperscale cloud providers with the launch of the RTX Pro server series, aimed at converting existing enterprise clusters into "AI factories"...
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    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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