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Tuesday 11 March 2025
xAI supercharges Colossus supercomputer: Elon Musk's AI powerhouse races toward 1 million Nvidia GPUs
xAI, the artificial intelligence (AI) startup founded by Elon Musk, has acquired 1 million square feet (93,000 square meters) of land in southwest Memphis, Tennessee, for the expansion...
Monday 10 March 2025
Asian Perspectives 4: from ChatGPT's AI disruption to DeepSeek's shockwaves
Nvidia's meteoric rise in AI hardware following ChatGPT's debut has been nothing short of remarkable. But as history has shown, no industry leader stays unchallenged forever. As Intel's...
Friday 7 March 2025
DeepSeek's value lies in open-source innovation, not cost, says AMD CEO Lisa Su
Nvidia CEO Jensen Huang recently announced the company's fourth-quarter fiscal 2025 (4QFY25) financial results, reinforcing investor confidence in AI's long-term growth, even amid...
Friday 7 March 2025
Nvidia standardizing BBUs for AI data centers? Battery module suppliers scale up production
The surge in AI server deployments is fueling increased demand for backup battery units (BBUs). Dynapack International Technology President Chung-hsing Chang noted that demand is...
Friday 7 March 2025
OpenAI, Oracle eye Nvidia chips worth billions for Stargate site
OpenAI and Oracle plan to begin filling a massive new data center in Texas with tens of thousands of powerful AI chips from Nvidia in the coming months, part of a push to get the...
Friday 7 March 2025
Micron's Mark Liu hire aims to close HBM gap amid US chip push
Micron has appointed former TSMC chairman Mark Liu as a board member. Multiple South Korean media outlets report this move as Micron's attempt to expand its market share in high bandwidth...
Thursday 6 March 2025
AI to transform smartphone industry in two years, says MediaTek
In 2025, at the MWC conference themed "AI everywhere," MediaTek's president and COO Joe Chen emphasized that AI will play a crucial role in consumer electronics, particularly in the...
Thursday 6 March 2025
TSMC slightly adjusts CoWoS fab capacity target
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
Wednesday 5 March 2025
Nvidia's Blackwell bets big on AI inference despite Deepseek disruption
Since DeepSeek's open-source debut in January, its V3 and R1 models have rocked Silicon Valley, raising questions about whether high-performance AI can be built without costly GPU...
Wednesday 5 March 2025
Nvidia's AI chips enter China through third parties, posing fresh challenge for Trump
Despite stringent US export restrictions, Chinese buyers have been successfully acquiring Nvidia's cutting-edge Blackwell AI chips through unofficial channels, highlighting the persistent...
Tuesday 4 March 2025
Singapore probes potential fraud in Nvidia AI chip shipments
Singapore is investigating whether Dell Technologies Inc. and Super Micro Computer Inc. servers shipped to Malaysia housed Nvidia Corp. chips barred from China, outlining a case that's...
Tuesday 4 March 2025
TSMC may start small-volume SiPh CPO manufacturing in 2H25
TSMC's silicon photonic (SiPh) co-packaged optics (CPO) technology is progressing swiftly, with recent market speculation suggesting that related production lines are expected to...
Monday 3 March 2025
Nvidia's global chessboard: Why Singapore dropped 18% last quarter and more

Nvidia's fourth-quarter earnings for fiscal year 2025 revealed a complex global strategy, where regional performances reflect both market...

Monday 3 March 2025
GTC event sets the stage for Nvidia's AI turnaround despite forecast fumbles
Nvidia's financial outlook disappoints, missing a forecasted triple-digit year-on-year growth for the current quarter. Industry sources expect that due to the ramp-up of GB200 and...
Friday 28 February 2025
Former Intel directors warn Trump's TSMC plan would cripple US chip industry
Speculation has swirled for over a week about a potential collaboration between Intel and TSMC, igniting reactions from Intel's current and former employees. Now, four former Intel...