Subject


Nvidia


2025-05-06

[News] U.S. Lawmaker Set to Propose Bill Mandating Location Tracking of NVIDIA Chips to Curb Smuggling into China

U.S. Representative Bill Foster is preparing to introduce legislation in the coming weeks that would require verification of the final destination of AI chips, such as those made by NVIDIA, according to Reuters. The measure aims to address the widespread smuggling of these chips into China in violat...

2025-05-05

[News] NVIDIA Reportedly Developing New Chip for China After H20 Restrictions, with Samples Expected by June

NVIDIA CEO Jensen Huang visited China in mid-April, just days after the U.S. government imposed new restrictions on the company’s H20 AI chips—models specifically developed for the Chinese market. According to Reuters, citing The Information, NVIDIA has reportedly notified key Chinese customers...

2025-05-05

[News] Microsoft, Meta Ramp Up AI Spend, Lifting NVIDIA’s Taiwanese ODM Partners Foxonn, Quanta and Wiwynn

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...

2025-05-05

[News] Samsung Reportedly in Talks with NVIDIA, Broadcom to Ship Custom HBM4 in 1H26

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...

2025-05-02

[News] Trump Reportedly Weighs Loosening NVIDIA Chip Curbs for UAE Amid Intel-Linked Investment Talks

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 ...

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