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2025-12-29

[News] Samsung Emerges as Potential Second Foundry for NVIDIA Alongside TSMC After Groq Licensing Deal

Will Samsung emerge as an alternative to TSMC for manufacturing NVIDIA chips? A recent move by Team Green has raised that possibility. According to Commercial Times, AI chip startup Groq has entered into a non-exclusive licensing agreement with NVIDIA, with key members of the Groq team joining NVIDI...

2025-12-29

[News] 7.0 Quake Hits: TSMC Nears Full Production, Sector Losses Reportedly Tens of Billions NTD

Just before year-end, a magnitude-7.0 earthquake struck Taiwan at 11:05 p.m. on the 27th, with the epicenter off Yilan and seismic intensity reaching level four in Hsinchu City and County — heightening concerns over potential disruption to foundries and memory makers. Commercial Times, citing T...

2025-12-29

[News] SLC-Based AI SSDs Gain Traction as SK hynix and Kioxia Accelerate Development With NVIDIA

AI is reshaping the data center SSD market, with SLC-based AI SSDs gaining traction as a next-generation storage solution. According to ZDNet, data center SSDs have traditionally prioritized higher storage capacity, but major memory companies are now shifting toward SLC (single-level cell)–based d...

2025-12-29

[News] NVIDIA Reportedly Denies USD 20B Groq Acquisition Rumors

On December 24, CNBC reported that Alex Davis, CEO of U.S. technology investment firm Disruptive, claimed NVIDIA had agreed to acquire high-performance AI accelerator chip designer Groq in an all-cash deal valued at approximately USD 20 billion, triggering widespread industry attention. Notably, ...

2025-12-26

[News] Huawei Reportedly Plans 2026 Ascend 950 Sales in South Korea, Targeting Cluster-Level Deployments

As Huawei steps up its AI ambitions, South Korea is emerging as an unexpected focal market, with the company reportedly preparing to bring its AI chips to Korean customers. According to Yonhap News, Valian Wang, CEO of Huawei Korea, said at a press briefing on the 26th during Huawei Day 2025 that th...

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