Subject


Semiconductors


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...

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...

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