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Tuesday 26 August 2025
Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for...

Tuesday 26 August 2025
Research Insight: Humanoid robots are coming, but hardware may decide how fast
Nvidia's framing of the next AI wave as "physical AI" has fueled investor and industry excitement around humanoid robots, accelerating development. But according to a DIGITIMES...
Monday 25 August 2025
Solomon Technology adopts Nvidia's 'robot supercomputer' to speed humanoid AI
Taiwan's Solomon Technology, a major player in AI 3D vision, has maintained a close partnership with Nvidia. The company has developed a natural language-driven humanoid robot simulation...
Monday 25 August 2025
Nvidia halts H20 chip production, reportedly seeks downgraded Blackwell for China
The H20 chip faces resistance from the Chinese government, with reports indicating that Nvidia has requested its supply chain partners to halt production of the H20. However, Nvidia...
Monday 25 August 2025
Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus
The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August...
Monday 25 August 2025
Intel's AI chip comeback: 2nm Jaguar Shores to rival Nvidia
Intel is reportedly leveraging its 2nm Intel Foundry process to develop artificial intelligence (AI) semiconductors, positioning itself to compete against industry leaders such as...
Monday 25 August 2025
Battle for HBM4 dominance: HBM capacity expected to reach 400,000 units by year-end
High bandwidth memory (HBM) has reshaped the global DRAM industry landscape, fueled by a surge in AI demand over the past three years. Nvidia's next-generation AI accelerator "Rubin"...
Monday 25 August 2025
New chipmakers face uphill battle despite surging ASIC demand
Nvidia currently holds a dominant position in the cloud AI GPU computing market. However, there is a growing demand for specialized chips known as application-specific integrated...
Monday 25 August 2025
Baidu's Kunlunxin's US$140 million AI chip order from China Mobile fuels face-off with Nvidia
China's push to challenge Nvidia in AI chips is accelerating, with Baidu's Kunlunxin winning a US$140 million order from China Mobile. Alongside Huawei's Ascend processors and Cambricon's...
Monday 25 August 2025
Nvidia reportedly pushes Samsung to step up HBM4 production
Nvidia executives have reportedly urged Samsung Electronics to prioritize production of sixth-generation high-bandwidth memory (HBM4) rather than fifth-generation 12-layer HBM3 during...
Saturday 23 August 2025
Samsung reportedly clears Nvidia's HBM4 checks as meeting between Jensen Huang and Lee Jae-Yong gains attention
Samsung Electronics' sixth-generation high-bandwidth memory (HBM4), delivered to Nvidia in July 2025, has reportedly cleared reliability testing, positioning it for pre-production...
Saturday 23 August 2025
Rebellions takes on Nvidia with Saudi expansion, Aramco partnership
South Korean AI chip startup Rebellions has opened a subsidiary in Riyadh, making it the first Korean AI semiconductor company to establish a local unit in Saudi Arabia, according...
Saturday 23 August 2025
Micron sells out 2026 HBM supply, SK Hynix and Samsung play catch-up
Micron has struck a confident tone in the race for high-bandwidth memory, announcing that all of its 2026 production has already been committed to customers. Chief Business Officer...
Friday 22 August 2025
Jensen Huang's whirlwind Taiwan visit: 5 key priorities with TSMC before earnings call
Nvidia CEO Jensen Huang made a surprise visit to Taiwan on August 22, spending just 12 hours in the country. He said the trip was to meet TSMC executives and review six chips already...
Friday 22 August 2025
Analysis: Is the US taking a page from China's 'Big Fund'?
SoftBank's investment in Intel may look routine, but it has sent ripples through tech and geopolitics. The move shows Washington taking a more active hand in the semiconductor race...