Although there were earlier concerns about whether major CSPs would scale back AI-related capital spending, Meta and Microsoft have both announced plans to increase their AI investments, according to Economic Daily News. This is expected to be a fresh boost for NVIDIA, with key Taiwanese AI server O...

Amid rumors of Google moving away from its HBM3E and NVIDIA’s looming test in June, Samsung looks set to turn the tide with its next-gen HBM. According to Korean Economic Daily and ZDNet, the company is in talks to supply customized HBM4 chips to major AI players, with shipments potentially starti...

With Samsung withdrawing its Q2 guidance amid tariff uncertainty, focus has been on how the company plans to navigate Trump’s trade policies. According to Wccftech, citing The Korea Herald, U.S. President Donald Trump said he has learned that Samsung Electronics intends to build “massive” faci...

Following its North America Technology Symposium, TSMC has shared fresh details on its CoWoS (Chip on Wafer on Substrate with silicon interposer) roadmap. According to Tom’s Hardware, Kevin Zhang, TSMC’s Senior Vice President and deputy COO, confirmed how companies like Cerebras and Tesla (with ...

According to Bloomberg, sources say the U.S. is considering loosening restrictions on NVIDIA chip sales to the United Arab Emirates, with President Donald Trump potentially set to unveil a bilateral semiconductor agreement during his upcoming visit to the Gulf region. The report notes that Trump ...