Subject


Nvidia


2025-07-17

[News] NVIDIA Reportedly to Procure Up to 800,000 SOCAMM Modules in 2025 for AI Product

SOCAMM, dubbed “the next HBM"  is beginning to gain traction in the market. According to ITHome, citing South Korean outlet ETNews, NVIDIA is expected to procure between 600,000 and 800,000 units of SOCAMM this year. Wccftech adds that demand is projected to accelerate further in 2026, driven by ...

2025-07-16

[News] NVIDIA H20 Sales Restart Sparks Buzz: Likely Inventory Sell-Off; New Blackwell GPU for China Expected

With the U.S. approving NVIDIA’s return to H20 sales in China, chatter among Chinese distributors is picking up. According to Cailian Press, the move mainly clears out existing H20 stock and won’t affect the launch of newer Blackwell-based GPUs in the second half of 2025. Meanwhile, Reuters r...

2025-07-15

[News] NVIDIA’s China H20 Sales to Resume After U.S. Commitment, Samsung Poised to Gain from HBM3 Supply

During Jensen Huang’s visit to Beijing, NVIDIA revealed that the AI chip giant plans to restart sales of its H20 AI accelerator in China, after receiving assurances from the U.S. government that export licenses will be granted, according to Bloomberg. Notably, as per South Korean media outlet B...

2025-07-07

[News] NVIDIA Reportedly Plans Billion-Dollar Campus in Israel, Set to Be the Country’s Largest

According to Israeli media outlet CTech, NVIDIA is seeking to acquire land in northern Israel for the development of a large-scale campus. The total investment—including land and construction—is expected to reach several billion dollars. If the plan moves forward, the site could become Israel’...

2025-07-04

[News] Microsoft Reportedly Eyes 2027 Interim AI Chip Amid In-House Design Delays and NVIDIA Pressure

According to a report from Wccftech, citing The Information, Microsoft is reportedly pushing back its AI chip roadmap and plans to introduce an interim chip in 2027, likely to be named Maia 280, which is expected to combine two Braga chips for improved performance. The report notes, citing The I...

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