Subject


Semiconductors


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...

2025-03-19

[News] Amazon Reportedly Slashes Prices on Trainium-powered AI Servers to Take on NVIDIA

According to Economic Daily News, citing The Information, Amazon Web Services (AWS) is adopting a price-cutting strategy to persuade customers to switch to its own Trainium AI chip-powered servers instead of the more expensive NVIDIA solutions. As noted in the report, a long-time AWS cloud servic...

2025-03-19

[Insights] Memory Spot Price Update: DDR4 & DDR3 Prices Rise Amid Strong DDR5 Rebound Led by SK hynix

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 and DDR3 demand remains relatively weak, but their spot prices are rising alongside DDR5's rebound. As for NAND flash, prices have stabilized, but the spot market sees the increase as driven by production cuts rath...

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