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During the international press conference for Computex 2025, NVIDIA CEO Jensen Huang, when asked whether NVIDIA might use Samsung or Intel for advanced packaging in the U.S., said the technology is highly advanced and that NVIDIA currently has no alternative—reaffirming TSMC as its sole partn...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market shows prices of DDR4 products registering larger hikes compared with prices of DDR5 products due to the anticipation of supply tightening in the future. As for NAND flash, buyers have slowed down inquiri...
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Speaking at Computex 2025 in Taipei today, NVIDIA CEO Jensen Huang, in a rare blunt moment, openly called out how U.S. chip export controls have hammered the AI chip giant’s position in China. Once commanding 95% of the Chinese market four years ago, NVIDIA now holds just 50%, with local rivals ru...
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Intel CEO Lip-Bu Tan has been working to steer the company toward a turnaround. According to Reuters, sources say Intel has explored the possibility of divesting its network and edge businesses, once known as NEX, as these segments no longer align with the strategic direction Tan is pursuing for the...
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Facing fierce competition from rapidly expanding Chinese rivals and weak demand in the industrial and automotive markets, Wolfspeed is reportedly preparing to file for bankruptcy within weeks, according to the Wall Street Journal and Reuters. Weighed down by around $6.5 billion in debt, the U.S. ...