Subject


Artificial Intelligence


2025-11-20

[News] ASML: Moore’s Law to Advance Chips for 15 More Years; First Advanced-Packaging Tool Ships in Q3

Artificial Intelligence

ASML, the company behind the world’s most advanced chipmaking tools, has offered fresh insights into the future of chipmaking and how its technologies will drive the next wave of progress. According to Commercial Times, Kuan-Cheng Hsu, Head of Customer Marketing for ASML Taiwan and Southeast Asia,...

2025-11-20

[News] NVIDIA Posts Record Q3 on Blackwell Ultra, Eyes Strong Q4 — H20 Sales Stall at $50M

Artificial Intelligence

Defying fresh warnings of an AI bubble, NVIDIA delivered strong results for its October quarter and projected fourth-quarter revenue above Wall Street estimates, buoyed by soaring demand from cloud providers. The company’s data-center business hit a record high last quarter, with CFO Colette Kress...

2025-11-18

[News] Huawei Reportedly Aims 70% GPU Utilization with New AI Tech, Kirin 9030 Chips to Launch Late Nov

Artificial Intelligence

Amid China’s push for semiconductor self-reliance, Huawei is gearing up to roll out a flurry of major updates in late November. Citing Shanghai Securities News, the South China Morning Post reports that the tech giant is set to unveil a new AI infrastructure technology on Friday (Nov. 21) that cou...

2025-11-17

[News] NVIDIA Reportedly Preparing to Sell Full AI Server Systems in 2026, Raising Margin Risks for Partners

Artificial Intelligence

As Wistron released its earnings on the 12th, signs that its collaboration model with NVIDIA may be shifting drew industry attention. According to Wccftech, an analyst on Wistron’s Q3 earnings call suggested that beginning with next year’s Vera Rubin platform, NVIDIA could move toward directly s...

2025-11-13

[News] Baidu Rolls Out Kunlun Roadmap, M100 & M300 AI Chips Arrive 2026–2027

Artificial Intelligence

As China pushes to catch up with the U.S. in the AI race, local tech giants are answering the call with a steady stream of AI chip launches. Huawei has unveiled its Ascend AI chips, planning regular releases through 2028, while Baidu, at its World Conference on November 13, revealed it will roll out...

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