At GTC 2025, NVIDIA unveiled Spectrum-X and Quantum-X silicon photonics switches, scaling AI factories to millions of GPUs while cutting energy and costs. Taiwan’s supply chain plays a key role, with TSMC’s COUPE (Compact Universal Photonic Engine) integrating 65nm electronic and photonic ICs in...

Against the backdrop of increasingly fierce global competition in the semiconductor industry, alliance cooperation has gradually become a major trend in industrial development. According to media reports, nine European countries have recently officially signed an agreement to form the "Semicon Coali...

In December 2024, industry sources indicated that TSMC's 2nm trial production yield had exceeded 60%, sparking speculation about its first adopters. However, according to Wccftech, Apple—a major TSMC customer known for consistently seeking a competitive edge through advanced manufacturing processe...

With NVIDIA unveiling its next-gen GB300 AI chip at GTC 2025, SK hynix stands to benefit as the exclusive supplier of 12H HBM3E for the Blackwell Ultra, according to South Korean media outlet Business Post. In addition, SK hynix could further strengthen its HBM lead, as the report suggests its HB...

NVIDIA’s annual GTC conference kicks off on March 18, featuring a keynote from CEO Jensen Huang. According to TechNews, citing Yahoo Finance, here’s what to expect at NVIDIA GTC 2025. Unveiling the GB300 AI Chip  The TechNews report states that CEO Jensen Huang is expected to unveil NVID...