Subject


Nvidia


2025-04-09

[News] NVIDIA Poised to Bypass U.S. Tariffs with 60% of AI Servers Reportedly Shipped from Mexico

According to a report from Tom’s Hardware, approximately 60% of NVIDIA’s DGX and HGX AI datacenter servers could bypass the latest U.S. tariffs, as they are manufactured in Mexico. The 60% figure is an estimate based on all U.S. server imports in 2024, not just NVIDIA’s. Still, given its mark...

2025-04-01

[News] Samsung Accelerates HBM3E Redesign, Reportedly Targets NVIDIA Approval by May

Samsung was previously expected to secure NVIDIA’s qualification for its HBM3E between late May and early June. However, the timeline has reportedly been moved up. According to South Korean media outlet EBN, if things go smoothly, Samsung is now targeting a successful qualification of its HBM3E 12...

2025-03-28

[News] China’s Major Server Maker Reportedly Warns of NVIDIA’s H20 Shortage, with Uncertainty Ahead of April

While China’s new energy-efficiency rules may raise concerns for NVIDIA, a latest Reuters report suggests that according to H3C, one of China’s biggest server makers, the H20 chip is in high demand and hard to find. Reuters, citing a notice from H3C, notes that H20’s international supply ch...

2025-03-28

[News] Intel’s Comeback? NVIDIA and Broadcom Reportedly Eye 18A, with a Boosted Version in the Works

With Lip-Bu Tan as Intel’s new CEO, aiming to restore its chipmaking edge and build a top-tier foundry, Team Blue’s 18A is gaining traction. Tom’s Hardware, citing guru, notes that NVIDIA and Broadcom, the world’s two top AI chip firms, are eyeing Intel’s 18A process. The reports indica...

2025-03-27

[News] NVIDIA’s H20 Sales in China Threatened by Beijing’s New Green Rules, Revenue at Risk

A report from Commercial Times, citing Financial Times, notes that China’s National Development and Reform Commission (NDRC) has introduced new energy-efficiency guidelines, urging companies to use compliant chips when building or expanding data centers. If these new regulations are strictly enfor...

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