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Tuesday 23 September 2025
Samsung races to supply Nvidia with HBM3E, WAT results crucial
Despite previously facing overheating issues, Samsung Electronics is preparing to supply its fifth-generation high bandwidth memory (HBM3E) to Nvidia. However, opinions within the...
Tuesday 23 September 2025
Nvidia-Intel alliance to boost long-term demand for ABF substrates
Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations,...
Tuesday 23 September 2025
Commentary: Why Intel is joining Nvidia's NVLink camp and what it means for AI chips
Nvidia's US$5 billion move to acquire a 4% stake in Intel isn't about the money — it's about survival strategy. The real issue is how Intel, struggling to regain relevance in...
Tuesday 23 September 2025
Commentary: How did Intel go from AMD ally to Nvidia partner?
On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel...
Tuesday 23 September 2025
Who defines AI interconnects next? Huawei's UnifiedBus 2.0 takes on NVLink
At Huawei Connect 2025 in Shanghai, Huawei introduced the Atlas 950 SuperPoD and debuted UnifiedBus 2.0 (UB 2.0), its optical interconnect protocol that will be opened to industry...
Tuesday 23 September 2025
Yole Group CEO interview (Part 1): TSMC dominates AI era as supply chain dynamics undergo massive shifts
The semiconductor industry is experiencing its most dramatic transformation in decades, driven by artificial intelligence's relentless demand for computing power. Traditional boundaries...
Tuesday 23 September 2025
OpenAI and Nvidia sign strategic partnership to deploy large-scale AI infrastructure by 2026
On September 22, OpenAI and Nvidia announced that they have signed a letter of intent for a strategic partnership centered on large-scale AI infrastructure deployment. The plan calls...
Tuesday 23 September 2025
Nvidia-Intel alliance deepens US-China tech divide
Nvidia said it will invest US$5 billion in Intel and broaden cooperation in semiconductor design and development. The deal does not include chip fabrication but is viewed as a key...
Monday 22 September 2025
Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr...

Monday 22 September 2025
Nvidia invests in Intel; Acer founder says TSMC still far ahead in foundry sector
Nvidia's investment of US$5 billion in Intel sent shockwaves through the semiconductor industry. Stan Shih, founder of Acer, commented that while the US requires a healthier industry...
Monday 22 September 2025
Nvidia's US$5B stake in Intel: strategic bet or peace offering?
Nvidia stunned the semiconductor industry with a US$5 billion investment in Intel, snapping up a 5% stake and becoming one of its top five shareholders. The deal goes beyond financial...
Monday 22 September 2025
CAS showcases China's de-Nvidia strategy with 76B-parameter LLM on domestic chips
Amid the US–China tech war, China is accelerating its move away from Nvidia. The Chinese Academy of Sciences (CAS) Institute of Automation reported new results for its brain-inspired...
Monday 22 September 2025
Not just Apple anymore: TSMC's 2nm finds 15 buyers hungry for AI performance
TSMC's 2nm (N2) process is nearing mass production, with industry sources indicating it has secured up to 15 customers. About 10 are focused on high-performance computing (HPC), showing...
Monday 22 September 2025
Commentary: Lip-Bu Tan gambles on AI as Intel's last chip shot
Nvidia's US$5 billion stake in Intel breathes new life into a decades-old rescue strategy once championed by Craig Barrett — only now, it's Silicon Valley's AI kingpin, not...
Monday 22 September 2025
Nvidia-Intel US$5B deal shakes up chip industry and puts TSMC on edge

Nvidia and Intel's new partnership is reshaping the global semiconductor landscape and raising questions about how it could influence...