Subject


Nvidia


2025-05-13

[News] NVIDIA Might Consider Swap HBM for GDDR in Cut-Down H20 for China, Giving Samsung a Lift

Following the latest export curbs on NVIDIA’s H20, the U.S. chip giant is said to be developing a downgraded version of the chip to be sold in China. As the revamped chip is expected to have significant cuts, particularly in memory capacity, a New Daily report hints that NVIDIA might replace HBM...

2025-05-12

[News] Malaysia’s April NVIDIA GPU Imports Hit Record USD 2.74B, Fueling China Rerouting Fears

According to TechNews, citing a post on X by @kakashiii111, official data from the Taiwanese government shows that Malaysia’s GPU imports exceeded USD 2.74 billion in April 2025, setting a new all-time high. As the report notes, the surge has raised questions about whether Malaysia is emerging as ...

2025-05-12

[News] Made-in-USA Costs Bite? NVIDIA Reportedly Hikes GPU Price Tags Across the Board

As "Made in America" gains traction under Trump’s looming chip tariffs, it’s coming at a cost. While TSMC is reportedly eyeing a 30% price hike for 4nm chips made in the U.S., ijiwei notes that its top customer NVIDIA has already raised official prices across almost its entire product line to pr...

2025-05-09

[News] NVIDIA Reportedly Prepares Toned-down Version for H20, Set for July Release

With CEO Jensen Huang calling it a “tremendous loss” to be blocked from China’s AI market, NVIDIA is gearing up to launch a toned-down version of its H20 AI chip for China as early as July, according to Reuters. The report says Team Green has already given major Chinese cloud providers a he...

2025-05-08

[News] If Trump Scraps AI Diffusion Rules: 3 Things to Watch – Chip Diversion, Middle East Moves and More

Before Biden’s three-tier AI chip curbs comes into effect, Trump reportedly plans to hit the brakes. According to Bloomberg and Reuters, the AI diffusion rule will not take effect on May 15 as previously scheduled, with Trump pushing to revamp chip export policy. As per the reports, the Commerc...

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