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2025-11-20

[News] NVIDIA Posts Record Q3 on Blackwell Ultra, Eyes Strong Q4 — H20 Sales Stall at $50M

Defying fresh warnings of an AI bubble, NVIDIA delivered strong results for its October quarter and projected fourth-quarter revenue above Wall Street estimates, buoyed by soaring demand from cloud providers. The company’s data-center business hit a record high last quarter, with CFO Colette Kress...

2025-11-20

[News] China Developed World’s First Wafer-Scale 2D Semiconductor FPGA

Recently, a joint research team from Fudan University and Shaoxin Lab, led by Zhou Peng and Bao Wenzhong, has achieved another globally leading breakthrough in 2D semiconductor integrated circuit — the development of the world’s first field-programmable gate array (FPGA) fabricated using wafer-s...

2025-11-20

[News] NVIDIA, AMD Reportedly Weigh Discontinuing Mid- to-Low-End Gaming GPUs amid Rising Memory Costs

With memory prices climbing at an unprecedented pace, PC and smartphone makers are feeling the strain, and the impact may extend even further. According to NotebookCheck, citing South Korean outlet Hankyung, NVIDIA and AMD are reportedly considering phasing out mid- to low-end gaming graphics cards,...

2025-11-19

[News] Huawei-Related Firms Spur China’s Chip Buildout Across Materials, Photoresist, and EDA

As China doubles down on technological independence, Huawei and its ecosystem of partners have been pivotal to the effort. According to Nikkei, after U.S. sanctions the company in 2019, Huawei set up investment arms, including wholly owned subsidiary Hubble, to back more than 60 semiconductor compan...

2025-11-19

[Insights] Memory Spot Price Update: DDR5 Prices Up 307% Since September as Module Costs Poised to Surge

According to TrendForce's latest memory spot price trend report, regarding DRAM, from the start of September to the present, the spot price of DDR4 1Gx8 chips has experienced sequential increases reaching 158%, while the spot price of DDR5 2Gx8 chips has experienced sequential increases reaching 307...

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