Subject


Nvidia


2025-08-26

[News] NVIDIA Reportedly Plans 2027 HBM Logic Die Design to Gain Supply Chain Leverage Over TSMC, SK hynix

According to South Korean media outlet Hankyung, citing sources, NVIDIA is working to reinforce its position in the HBM value chain by taking on the design of the “logic die,” a core component of HBM, starting in the second half of 2027, while also planning to diversify where it sources them. ...

2025-08-22

[News] NVIDIA Reportedly Asks Samsung, Amkor, and Foxconn to Pause H20 Production Amid China Talks

Caught between the newly lifted U.S. export restrictions and China’s pressure on domestic firms not to use the H20, NVIDIA has reportedly asked key suppliers to pause production of the China-focused AI chip, according to Reuters, citing The Information. As per the reports, the U.S. chipmaker to...

2025-08-22

[News] Jensen Huang Visits Taiwan as Rubin Trial Production Nears, Six Chips Reportedly Taped Out

NVIDIA CEO Jensen Huang visited Taiwan again today (August 22), marking his third trip this year. According to Liberty Times, he said the visit was to prepare for the upcoming mass production of the Rubin platform, adding that he would personally meet with TSMC Chairman C.C. Wei to thank the company...

2025-08-20

[News] NVIDIA May Raise H20 Prices to Shield Profits but Confronts China’s Domestic Chip Push

NVIDIA and AMD have obtained U.S. approval to export their H20 and MI308 chips to China, but the licenses require them to hand over 15% of their China revenues to the U.S. government. To offset the impact, NVIDIA is said to be preparing an up to 18% price hike on its H20 AI chips, according to Wccft...

2025-08-19

[News] NVIDIA Reportedly Develops China-Focused Blackwell AI Chip, with Test Samples Possibly in Sep.

Caught between China’s push for domestic AI chips and U.S. export controls, NVIDIA is reportedly developing a new China-focused AI chip based on its Blackwell architecture. According to Reuters, the chip, tentatively called the B30A, aims to outperform the H20—the most advanced model it is curre...

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