As a key supplier of HBM3 and HBM3e to NVIDIA and a major beneficiary of the AI boom, SK hynix showcases its strong industry position in its freshly released 2025 semi-annual report, highlighting the close partnership with the U.S. chip giant. According to Yonhap News, the company reportedly earned ...

Market rumors suggest NVIDIA has kicked off development of its own HBM base die, sending ripples through the supply chain as it could reshape the next-generation HBM landscape. According to the Commercial Times, the chip is expected to be built on the 3nm node, with small-batch trial production sche...

With its China-focused H20 still facing uncertainty despite U.S. approval, NVIDIA’s next-gen AI chip Rubin has drawn fresh attention amid delay rumors. But the company told Barron’s and Seeking Alpha the claims are false, adding Rubin remains on schedule. The reports, citing Fubon Research, w...

According to Reuters, sources say the Cyberspace Administration of China has summoned domestic companies—including Tencent, ByteDance, Baidu, and several smaller tech firms—over their purchases of Nvidia’s H20 chips, asking them to justify the purchases and expressing concerns about potential ...

According to Reuters, the Trump administration has asked NVIDIA and AMD to give the U.S. government 15% of revenue from AI chip sales in China, after approving exports of NVIDIA’s H20 and AMD’s MI308. Notably, in addition to the H20, Trump said Jensen Huang has a reduced version of NVIDIA’s Bl...