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NEWS TAGGED NVIDIA
Saturday 13 September 2025
SK Hynix's rumored slowing TCB investment raises concerns for Hanmi Semiconductor as bonders market expands
SK Hynix, a key supplier of HBM to Nvidia and other global clients, is reportedly scaling back its aggressive investment plans in thermo-compression bonders (TCB), equipment crucial...
Friday 12 September 2025
Nvidia reportedly asks Samsung to double GDDR7 memory orders
Nvidia has reportedly requested Samsung Electronics Co. to significantly expand its procurement of GDDR7 graphics memory, a move expected to enhance Samsung's memory business revenue...
Friday 12 September 2025
Oracle rides AI wave with massive contracts and bullish outlook
Oracle is rapidly shaking off its reputation as a laggard in cloud computing, with new AI contracts and a strong outlook pushing its growth plans into overdrive.
Friday 12 September 2025
The 'Lights-Out' Factory: How AI is Revolutionizing Semiconductor Production
The semiconductor industry is undergoing a profound transformation, driven by the strategic integration of artificial intelligence. At SEMICON Taiwan 2025, experts from Microsoft,...
Friday 12 September 2025
Nvidia weighs microchannel lid cooling in race to tame next-gen GPU power
Nvidia's grip on the AI surge is forcing a rethink of server design, with thermal management at the forefront. Sources indicate that cooling is shifting rapidly from air to liquid...
Friday 12 September 2025
Nvidia backs Agility Robotics, with Taiwan suppliers set to ride the humanoid wave
Abico Asia and Ability Enterprise, subsidiaries of Abico Group, previously co-invested NT$300 million (approx. US$9.9 million) in Agility Robotics. Agility Robotics recently announced...
Friday 12 September 2025
PC replacement cycle in 2025 falls short as trade tensions disrupt market
The anticipated notebook replacement surge in 2025 did not materialize as projected, with the first half disrupted by the United States-China tariff retaliations affecting shipment...
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...
Wednesday 10 September 2025
Acer's Pan-Asia HQ advances non-PC business, subsidiaries showing strong growth
Acer's Pan-Asia Operations have made notable progress in expanding their non-PC business sectors through three subsidiaries—Acerpure, Altos, and HSN—each targeting distinct...
Wednesday 10 September 2025
Microloops reports over 100% YoY revenue growth for four months amid strong AI server demand
Cooling module manufacturer Microloops has achieved more than 100% year-over-year revenue growth for four consecutive months, driven by robust demand from AI server customers. In...
Wednesday 10 September 2025
Nvidia unveils Rubin CPX GPU for massive-context AI, available end 2026
Nvidia has introduced Rubin CPX, a next-generation GPU designed for massive-context AI, enabling systems to handle million-token software coding and generative video at unprecedented...
Tuesday 9 September 2025
Microsoft signs US$19.4 billion deal with Nebius amid surging AI cloud demands
The artificial intelligence (AI) boom continues to drive unprecedented computing power demands. Microsoft has signed a five-year AI cloud computing agreement with Nebius valued at...
Tuesday 9 September 2025
Chip, cloud, and AI firms unite to break Nvidia's stranglehold
AMD will launch new products in 2025 and 2026, with OpenAI set to adopt them. OpenAI and Broadcom are targeting mass production in 2026. Interest in diverse AI chip solutions is growing,...
Tuesday 9 September 2025
Samsung to double GDDR7 output following Nvidia B40 order
Nvidia has reportedly placed an order with Samsung Electronics for GDDR7 graphics memory, with the supply volume doubling compared to previous orders. Samsung's GDDR7 was previously...
Tuesday 9 September 2025
China's first open AI computing architecture: Sugon, Lenovo, Moore Threads come together to challenge Nvidia CUDA
Dawning Information Industry Co. (Sugon) has partnered with more than 20 Chinese firms across AI chips, large models, and system integration to roll out a new open AI computing architecture...