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2025-06-13

[News] NVIDIA Reportedly to Exclude China from Forecasts as H20 Ban Persists, No U.S. Relief in Sight

The U.S. continues to enforce strict restrictions on chip exports to China. According to CNN, NVIDIA CEO Jensen Huang says the company will no longer include the Chinese market in its revenue and profit forecasts, adding that he does not expect U.S. export controls to be lifted. U.S. restrictions...

2025-06-13

[News] Micron to Invest $200B in U.S. Amid Trump’s Reshoring Drive, Targeting 40% DRAM Made in America

According to its press release, Micron plans to expand its U.S. investments to approximately $150 billion in domestic memory manufacturing and $50 billion in R&D, creating an estimated 90,000 direct and indirect jobs. As part of today’s announcement, the company will invest an additional $30 b...

2025-06-13

[News] Micron Confirms DDR4 Phase-Out with EOL Notices; Reportedly Hints at Price Hikes Ahead

With rumors swirling that top memory makers like Samsung and Micron are scaling back DDR4 production, IT Home and MoneyDJ—citing Nikkei—report that Micron’s EVP confirmed the company has sent end-of-life (EOL) notices for DDR4 and LPDDR4 to PC and data center customers. According to the rep...

2025-06-13

[News] Unpacking AMD’s MI350: Powered by TSMC’s N3P, with Samsung/ Micron as Dual HBM3E Suppliers

AMD officially unveiled its MI350 series GPUs at the Advancing AI 2025 event on June 12—and its key suppliers are now coming into focus. According to Commercial Times, both the MI350X and MI355X are built on TSMC’s N3P node. On the memory front, Sedaily reports that the chips pack 12-high HBM3E ...

2025-06-13

[News] NVIDIA, Samsung Reportedly Back Startup Skild AI in Consumer Robotics Push

Robotics are rapidly emerging as a key growth area for global tech companies. According to Bloomberg, Samsung and NVIDIA are reportedly planning to acquire minority stakes in Skild AI as part of their efforts to strengthen their presence in the consumer robotics sector. Sources indicate that Sams...

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