As a key supplier of HBM3 and HBM3e to NVIDIA and a major beneficiary of the AI boom, SK hynix showcases its strong industry position in its freshly released 2025 semi-annual report, highlighting the close partnership with the U.S. chip giant. According to Yonhap News, the company reportedly earned ...

Market rumors suggest NVIDIA has kicked off development of its own HBM base die, sending ripples through the supply chain as it could reshape the next-generation HBM landscape. According to the Commercial Times, the chip is expected to be built on the 3nm node, with small-batch trial production sche...

With its China-focused H20 still facing uncertainty despite U.S. approval, NVIDIA’s next-gen AI chip Rubin has drawn fresh attention amid delay rumors. But the company told Barron’s and Seeking Alpha the claims are false, adding Rubin remains on schedule. The reports, citing Fubon Research, w...

NVIDIA and AMD reportedly secured export licenses last Friday to sell their H20 and MI308 chips in China—but at a steep price. According to the Financial Times, the chipmakers have agreed to share 15% of their China revenues as a condition for the approvals. The report suggest that this marks t...

With competition mounting for NVIDIA’s H20 in China, the U.S. chip giant is also seeing its automotive chips come under growing pressure from local rivals. This shift is reflected in SMIC’s performance—China’s top foundry now earns 10% of its revenue from automotive and industrial chips, up ...