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    NEWS TAGGED NVIDIA
    Wednesday 20 August 2025
    Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

    Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

    Wednesday 20 August 2025
    Huawei turns to software to ease pain from China's scarce AI memory
    The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has...
    Wednesday 20 August 2025
    US seeks Intel stake without governance rights, Lutnick says
    Commerce Secretary Howard Lutnick confirmed discussions between the US and Intel Corp. for the government to take a stake in the chipmaker, casting the plan as a bid to convert Chips...
    Wednesday 20 August 2025
    Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
    The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
    Wednesday 20 August 2025
    Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
    Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently...
    Wednesday 20 August 2025
    Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy
    China's artificial intelligence (AI) industry is rapidly developing, with the Chinese government actively promoting increased procurement of domestically produced AI chips by local...
    Tuesday 19 August 2025
    Arm reportedly hires Amazon AI exec to advance chip ambition
    Chip designer Arm has hired Amazon's artificial intelligence chip director Rami Sinno as it pushes into developing its processors, Reuters reported, citing people familiar...
    Tuesday 19 August 2025
    Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

    Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...

    Tuesday 19 August 2025
    Taiwan nuclear referendum draws views from Nvidia supply chain leaders
    Taiwan will hold a vote on August 23, 2025, regarding the extension of the Third Nuclear Power Plant (No. 3), a decision that has become a key aspect of the island's overall energy...
    Tuesday 19 August 2025
    Nvidia and ASIC servers drive liquid cooling expansion in ASEAN
    Nvidia Corporation's GB200 server cabinets, along with cloud service providers' (CSP) servers powered by their in-house ASIC chips, are increasingly adopting liquid cooling technologies...
    Tuesday 19 August 2025
    China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
    China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...
    Monday 18 August 2025
    Beijing reportedly pushes local chip usage as H20 sales resume in China
    As Nvidia's H20 artificial intelligence (AI) chips become a focal point in US-China tech competition, Beijing is taking a cautious and increasingly assertive approach toward their...
    Monday 18 August 2025
    AMD CEO calls export controls noise, reveals counter-strategy
    Recently, there has been widespread discussion about US President Donald Trump imposing "export taxes" on American AI chipmakers such as Nvidia and AMD for products exported to China...
    Monday 18 August 2025
    Tolls replace tariffs: Industry scrambles to adapt to Trump's evolving chip policy
    According to recent reports, the US government will collect 15% of revenue from shipments approved for Nvidia and AMD to China, funneling these funds into the national treasury. This...
    Monday 18 August 2025
    SK Hynix labor dispute delays Nvidia HBM supply talks
    A proposed bonus exceeding KRW100 million (US$72,000) per employee threatens to spark SK Hynix's first full-scale strike, with stalled high-bandwidth memory (HBM) supply talks heightening...
    5/65 pages
    Asiawebinar0926
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 13 August 2025
    Advanced WLP and back-end solutions at SEMICON Taiwan 2025
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES