Subject


Nvidia


2026-03-18

[News] NVIDIA Rubin Ultra and Feynman Reportedly to Boost TSMC SoIC; Besi, Applied Materials, TEL to Benefit

NVIDIA’s GTC revealed plans to launch an enhanced Rubin Ultra in 2027, while its next-generation architecture, Feynman, is also coming into view for 2028. According to Commercial Times, SoIC (System on Integrated Chips) is expected to be a key technology for TSMC to meet customer design needs for ...

2026-03-18

[News] NVIDIA’s China-Ready LPUs Could Launch as Early as May; H200 Production Restarts

Fresh off unveiling its Groq 3 LPU—built on Samsung’s 4nm for high-speed inference—at GTC, NVIDIA is already eyeing its next move. Reuters reports the chip giant is preparing a China-compliant version of its Groq AI chips, aiming to navigate export curbs and re-enter the Chinese market. Acc...

2026-03-17

[News] SK hynix Showcases AI Memory at GTC; Chairman Warns Wafer Shortage May Last Until 2030

SK hynix is set to showcase its latest AI memory technologies at GTC 2026. In a press release, the company said it will present solutions designed to reduce data bottlenecks and boost performance for both AI training and inference within NVIDIA’s AI infrastructure. The exhibit will feature memory ...

2026-03-17

[News] Key GTC Takeaways: How Samsung, Micron, Intel & More Power NVIDIA’s Vera Rubin and Feynman

As NVIDIA rolled out a wave of announcements at GTC 2026, including its next-gen data center CPU architecture Rosa—named after Nobel laureate physicist Rosalyn Sussman—industry focus is also on how other semiconductor giants fit into Team Green’s plans. Notably, Samsung has expanded its role f...

2026-03-17

[News] NVIDIA Jetson Thor and Robotics: The Real Challenge of Multimodal AI

Multimodal Perception and Reasoning Bring Physical AI Closer to Reality Over the past few years, large language models (LLMs) have demonstrated AI’s strong logical capabilities in the digital world. Today, however, the core challenge of artificial intelligence is no longer merely about scaling ...

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