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Wednesday 26 March 2025
Microsoft, Amazon, Nvidia urge Trump to revise chip export curbs
Tech companies with a combined market valuation of more than US$8 trillion are urging the Trump administration to rethink chip export restrictions that they fear will push US allies...
Wednesday 26 March 2025
ODMs see sluggish CE demand but robust AI server demand
The four leading notebook original design manufacturers (ODMs) share a consistent outlook for the second quarter of 2025, noting that shipments of consumer electronics are sluggish...
Wednesday 26 March 2025
Micron breaks the 'memory wall' with Nvidia: SOCAMM, HBM3E now shipping
Micron Technology showcased its latest AI-optimized memory technologies at GTC 2025, unveiling advanced DRAM solutions designed for data center and high-performance computing (HPC)...
Tuesday 25 March 2025
Chip rivals unite against Nvidia as AI battle hits the edge
Nvidia's recent revelations at GTC 2025 showcased its expanding partnerships across hardware and software vendors eager to accelerate AI development within its ecosystem. Meanwhile,...
Tuesday 25 March 2025
CoreWeave's IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks...
Tuesday 25 March 2025
Beyond the hype: Five strategic concerns at Nvidia GTC 2025
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly...
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...
Tuesday 25 March 2025
Nvidia expands ASIC footprint through MediaTek NVLink deal
MediaTek announced at this year's GTC conference that it will deepen its partnership with Nvidia by integrating NVLink IP into its ASIC services. Industry sources suggest this partnership...
Tuesday 25 March 2025
Nvidia taps France's Pasqal in quantum push to fast-track practical applications
At the first-ever Quantum Day at GTC 2025, held on March 20, Nvidia CEO Jensen Huang highlighted how quantum computing could dramatically enhance AI supercomputers. He pointed to...
Monday 24 March 2025
SK Hynix to pull M15X fab timeline forward by two months
SK Hynix is reportedly accelerating equipment installation at its M15X fab in Cheongju, South Korea, moving the original timeline forward from December to October in response to surging...
Saturday 22 March 2025
GTC 2025: Asus secures major order for GB300 NVL72
Asus, which has collaborated with Nvidia for many years, quickly entered the AI server market by leveraging its R&D capabilities along with global marketing channels. During GTC...
Saturday 22 March 2025
SEMI Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Saturday 22 March 2025
Jensen Huang's Samsung visit at GTC 2025 reignites spotlight on memory supply ties
Nvidia CEO Jensen Huang visited the Samsung Electronics booth at GTC 2025 on March 20, Pacific Time, where he left a signature including the words "Samsung," "GDDR7 rocks!" and "RTX...
Friday 21 March 2025
Pegatron plants its flag next to Nvidia HQ in strategic US expansion
Pegatron Corporation has opened a new office in Santa Clara, California—directly across from Nvidia's headquarters—as part of its strategic push to scale North American...
Friday 21 March 2025
Jensen Huang explains his unconventional strategy to reveal four-year roadmap
During the GPU Technology Conference (GTC) 2025 in San Jose, Nvidia founder and CEO Jensen Huang hosted an exclusive Taiwan Night dinner, where he addressed key Taiwanese industry...