Subject


Semiconductors


2025-09-17

[News] NVIDIA RTX6000D Reportedly Fails to Gain Traction in China, Stock Surplus Looms

According to Reuters, sources note that demand for NVIDIA’s RTX6000D — the company’s newest AI chip aimed at the Chinese market — has been tepid, with some leading tech firms choosing not to place orders. Reuters adds that NVIDIA began shipping the RTX6000D this week. The reported situati...

2025-09-17

[News] SanDisk Reportedly Sees NAND Shortage Until 2026; Ongoing Price Opportunities Across Board

As data center expansion surges, cloud leaders are moving from AI training to inference workloads, driving strong demand for high-capacity memory. This surge is fueling a wave of NAND price hikes across major players lately, including SanDisk, Micron, and Western Digital. Speaking at last week’s G...

2025-09-17

[News] HBM Market Heats Up as Three Giants Clash, with HBM4 at the Center

Micron Discusses HBM and Advanced Packaging in the AI Era Recently, Yulin Chang, Vice President of Advanced Packaging and Testing Operations at Micron Taiwan, outlined the development of HBM and advanced packaging in the AI era. Chang noted that in the past, GPU was connected to GDDR6 via PCB. To...

2025-09-17

[News] Tencent Reportedly Says No Plans for In-House AI Chips, Pledges to Use Domestic Options

According to South Korean outlet News1, Chinese tech giant Tencent has made it clear it has no intention of producing AI chips, stressing that it neither manufactures them now nor plans to in the future. This contrasts with other major Chinese tech firms, which have responded to U.S. restrictions on...

2025-09-16

[News] Samsung Reportedly Delays V9 QLC NAND to 1H26 as SK hynix Hits 321 Layers in August

As major CSPs ramp up AI infrastructure and shift toward high-performance inference, demand for high-capacity storage keeps climbing—putting next-gen NAND development in the spotlight. Yet, according to ZDNet, Samsung Electronics is struggling to commercialize its ninth-generation (V9) high-capaci...

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