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NEWS TAGGED NVIDIA
Friday 4 July 2025
TSMC, suppliers ride AI wave as Nvidia GB series powers record demand

Taiwan's semiconductor and electronics industries are entering a new period of explosive growth, driven by the full-scale rollout of...

Friday 4 July 2025
Global CoWoS players and capacity, 2025-2026

Introduction

Friday 4 July 2025
Taiwan's Kenmec leverages AI simulation to slash factory build times by three months
Kenmec Mechanical Engineering is using Nvidia's Omniverse platform to transform factory construction, enabling "one-click deployment" that cuts build times by over three months while...
Friday 4 July 2025
Is Apple repeating Nokia's mistake over AI stumble?
The US tech sector is deep into an AI arms race, with firms scrambling to secure Nvidia and AMD's advanced GPUs while fast-tracking their custom chips and AI compute infrastructure...
Thursday 3 July 2025
Micron tightens grip on AI memory market as Samsung certification lags
Micron Technology is stepping up its game in the competitive high-bandwidth memory (HBM) market, leveraging recent wins to boost production and capture rising demand driven by artificial...
Thursday 3 July 2025
Intel looks to 14A to win Apple, Nvidia orders; 18A foundry plans in question
Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A (1.8nm-class) process node to the next-generation 14A (1.4nm-class)...
Wednesday 2 July 2025
Samsung pitches 12-stack HBM3E to Nvidia after AMD's AI accelerator win
Samsung Electronics is intensifying its push to secure a major HBM3E supply deal with Nvidia, as Device Solutions chief Jun Young-hyun visited Nvidia's Silicon Valley headquarters...
Wednesday 2 July 2025
Intel exits auto sector as China strategy falters
At the 2025 Shanghai Auto Show, Intel made a high-profile debut in the automotive space, unveiling its second-generation AI-enhanced system-on-chip (SoC) for software-defined vehicles...
Wednesday 2 July 2025
The AI talent arms race: Nvidia, Meta, and Huawei battle for brains
As the AI revolution accelerates, global tech giants are racing to shortcut innovation by acquiring not just technology but the talent behind it. Companies like Nvidia, Meta, Google,...
Wednesday 2 July 2025
Taiwan's Southern tech hubs boom on Nvidia chip demand and expansion
Fueled by booming global demand for Nvidia's GB200 chips—and the anticipated launch of the more powerful GB300 in the second half of 2025—Taiwan's semiconductor manufacturing...
Wednesday 2 July 2025
China's AI chip companies struggle for survival as four key players hold less than 1% market share
Nvidia CEO Jensen Huang has recently warned multiple times that the Trump administration may further tighten US export controls, inadvertently allowing Chinese domestic AI chips,...
Tuesday 1 July 2025
SOCAMM 2: Samsung's silent play to upend AI memory economics
Samsung Electronics is ramping up development of its next-generation SOCAMM memory, which it sees as a potential rival to high-bandwidth memory (HBM) in terms of market opportunity...
Monday 30 June 2025
Nvidia taps top Chinese AI researchers in bid to expand deep learning team
US semiconductor giant Nvidia has recruited two leading artificial intelligence (AI) specialists from China as part of its ongoing efforts to broaden its research team, according...
Monday 30 June 2025
Rebellions readies next-gen AI chip to take on Nvidia’s H100
South Korean artificial intelligence chip startup Rebellions has unveiled a prototype of its next-generation neural processing unit (NPU), integrating Samsung Electronics' 12-stack...
Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...