Subject


Nvidia


2025-03-19

[News] NVIDIA Teams up with TSMC for Silicon Photonics Switches, Expected in 2025-26

At GTC 2025, NVIDIA unveiled Spectrum-X and Quantum-X silicon photonics switches, scaling AI factories to millions of GPUs while cutting energy and costs. Taiwan’s supply chain plays a key role, with TSMC’s COUPE (Compact Universal Photonic Engine) integrating 65nm electronic and photonic ICs in...

2025-03-18

[News] SK hynix Reportedly Locks in Exclusive 12H HBM3E Deal for NVIDIA’s GB300

With NVIDIA unveiling its next-gen GB300 AI chip at GTC 2025, SK hynix stands to benefit as the exclusive supplier of 12H HBM3E for the Blackwell Ultra, according to South Korean media outlet Business Post. In addition, SK hynix could further strengthen its HBM lead, as the report suggests its HB...

2025-03-18

[News] What’s Next for NVIDIA? Key Expectations for GTC 2025

NVIDIA’s annual GTC conference kicks off on March 18, featuring a keynote from CEO Jensen Huang. According to TechNews, citing Yahoo Finance, here’s what to expect at NVIDIA GTC 2025. Unveiling the GB300 AI Chip  The TechNews report states that CEO Jensen Huang is expected to unveil NVID...

2025-03-18

[News] Samsung Reportedly Scores High in Review, with NVIDIA’s HBM3E Qualification Likely by Early June

While Samsung continues to struggle with its foundry business, it finally has some good news in the memory sector. According to South Korean media outlet Alpha Economy, Samsung is likely to secure qualification from NVIDIA between late May and early June. A source told Alpha Economy that Samsung'...

2025-03-18

[News] Vietnam’s First Wafer Fab Set to Begin Construction

According to recent reports from foreign media, the Vietnamese government has officially approved a wafer fab construction project with a total investment of VND 12.8 trillion (approximately $500 million). This will be Vietnam’s first wafer fab, marking a key breakthrough in the country's semicond...

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