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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...
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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...
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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...
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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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The U.S. government’s new tiered AI chip export restrictions—known as the AI Diffusion Rule—are set to officially take effect on May 15. According to Liberty Times, the regulation is expected to significantly impact major U.S. tech companies’ plans to invest in overseas data centers. As h...