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2025-05-23

[News] Samsung Reportedly Nears NVIDIA HBM3E Approval, But Order Outlook Remains in Doubt

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...

2025-05-23

[News] OpenAI to Build World’s Largest AI Data Center in UAE under Stargate Initiative

According to Mydrivers, citing Reuters and Bloomberg, OpenAI has entered into a strategic partnership with UAE-based G42 to jointly develop the world’s largest AI data center cluster in Abu Dhabi. This project is part of OpenAI’s “Stargate” initiative and marks the first international expans...

2025-05-23

[News] Giants Split on Chip Tariffs: TSMC Backs Tax Credit Extension, Intel Defends Overseas Supply Chain

As the public comment window for the U.S. Section 232 semiconductor probe closed in early May, tension simmered across the chip industry—many feared that the lack of public response could increase the chances of steep tariffs. But according to data released by the Bureau of Industry and Security o...

2025-05-23

[News] Xiaomi and Qualcomm Signed a New Multi-Year Agreement

On May 20, Qualcomm announced that it has signed a new multi-year cooperation agreement with Xiaomi, marking a new phase in their deepening collaboration — extending from smartphones to a comprehensive smart ecosystem. Under the agreement, Xiaomi’s flagship smartphones will continue to be pow...

2025-05-23

[News] Panasonic’s Delayed U.S. EV Battery Plant Reportedly Set for July Production Amid China Material Control

According to a report from Nikkei, production at Panasonic Holdings’ second U.S. battery plant in Kansas—originally scheduled to begin by March—could now start as early as July. However, built to supply Tesla, the facility remains subject to uncertainty due to potential tariff impacts under Pr...

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