After NVIDIA’s H20 has been restricted by the latest U.S. AI chip export curbs, the U.S. chip giant has been reportedly working on a new chipset targeting the market. According to Reuters, the Blackwell-based chip could debut as early as June and cost over 30% less than the H20. Reuters points ...

According to TheElec, South Korean fab equipment makers saw first-quarter revenue contributions from the Chinese market across the board. The report notes that, among the earnings of 47 South Korean equipment firms, two of the top performers—Park Systems and Jusung Engineering—recorded particula...

Facing continued challenges in securing major external orders for its foundry business, Samsung has sparked fresh speculation of a potential spin-off of its foundry unit—following its recent split of Samsung BioLogics—according to reports from Sedaily and Newsis. The reports suggest that Sams...

Amid CEO Lip-Bu Tan’s push to shake things up and streamline Intel’s leadership, Intel is reportedly parting with the sales head of data center, AI, and telecom, and its public sector sales lead, according to CRN. Uday Yadati’s exit as Intel’s VP of Data Center, AI, Networking, and Teleco...

Samsung has been working hard to pass NVIDIA’s qualification test for its 12-layer HBM3E. However, even if successful, the company is unlikely to see significant short-term revenue, according to a report from Deal Site. While Samsung may complete the qualification later this year, the report notes...