Subject


Nvidia


2025-06-13

[News] NVIDIA Reportedly to Exclude China from Forecasts as H20 Ban Persists, No U.S. Relief in Sight

The U.S. continues to enforce strict restrictions on chip exports to China. According to CNN, NVIDIA CEO Jensen Huang says the company will no longer include the Chinese market in its revenue and profit forecasts, adding that he does not expect U.S. export controls to be lifted. U.S. restrictions...

2025-06-13

[News] NVIDIA, Samsung Reportedly Back Startup Skild AI in Consumer Robotics Push

Robotics are rapidly emerging as a key growth area for global tech companies. According to Bloomberg, Samsung and NVIDIA are reportedly planning to acquire minority stakes in Skild AI as part of their efforts to strengthen their presence in the consumer robotics sector. Sources indicate that Sams...

2025-06-12

[News] Samsung Reportedly Stumbles Again on NVIDIA’s 12-Hi HBM3E Validation, Retest Set for September

As Micron—the key rival in the race to win NVIDIA’s HBM orders—announced it has shipped its first 12-layer HBM4 samples, Samsung reportedly stumbled in its third attempt to pass NVIDIA’s HBM3E 12-layer validation in June. According to Business Post citing securities analysts, the company now...

2025-06-10

[News] H20 AI Chip Ban Reportedly Holds as China-U.S. Talks Heat Up — What’s Next for Both Sides?

With the US and China kicking off a new round of talks in London to ease trade tensions, key issues like rare earth exports and Beijing’s access to US chips have been brought up on the table. However, according to CNN and Wccftech, citing CNBC, there is no chance the U.S. will lift the ban on NVID...

2025-05-29

[News] NVIDIA Beats Q1 Expectations, Warns of $8B Q2 Hit from H20 China Export Curbs

NVIDIA has reported its financial results for the first quarter of fiscal 2026, ended April 27, 2025, with revenue exceeding expectations, according to a report from ijiwei, citing Reuters. However, the report also notes that the company’s second-quarter forecast fell short of market estimates, as...

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