Subject


Semiconductors


2025-03-21

[News] Micron Projects Record Revenue This Quarter, with HBM3E 12H Designed into NVIDIA’s GB300

Fueled by strong AI demand, U.S. memory giant Micron expects a solid strong third quarter for fiscal 2025, projecting a 9% quarter-over-quarter revenue increase to $8.8 billion, according to its press release. Meanwhile, profit is projected at $1.57 per share, above the expected $1.48, as per Bloomb...

2025-03-20

[News] NVIDIA’s Jensen Huang: Samsung’s HBM3E Likely to Power Blackwell Ultra

As NVIDIA rolls out its next-gen GB300 AI chip, memory giants are racing to secure HBM3E supply deals. While SK hynix has reportedly secured a 12H HBM3E contract for the chip, NVIDIA CEO Jensen Huang expressed optimism that Samsung’s HBM3E could be used in Blackwell Ultra, according to Yonhap news...

2025-03-20

[News] NVIDIA on Key Topics on GTC Sidelines: Intel Investment, Tariff Impact, and More

As NVIDIA takes center stage at GTC 2025, market concerns linger over topics like tariffs and Intel investment, which haven’t yet been directly addressed at the event. Here are CEO Jensen Huang’s comments on some of the hottest issues on Wednesday, alongside GB300, Rubin, and co-packaged silicon...

2025-03-20

[News] Chinese Research Team Develops Ultra-Low Temperature Quantum Interface Reference Chip

Recently, the research team led by Professor Cheng Lin from the School of Microelectronics at the University of Science and Technology of China (USTC), in collaboration with Professor Luo Wenji’s team from the University of Macau, has made significant progress in the study of ultra-low temperature...

2025-03-19

[News] Samsung Explores M&A to Drive Growth, Reaffirms Commitment to Foundry Business

Samsung Electronics held its shareholders' meeting on the 19th, where the company outlined its strategy for future growth. According to Reuters, Samsung stated that it is exploring major deals to drive expansion after struggling to capitalize on the artificial intelligence boom, which contributed to...

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