Subject


Nvidia


2025-05-26

[News] NVIDIA’s New China AI Chip Reportedly Ditches TSMC’s CoWoS, HBM for 30% Price Cut

After NVIDIA’s H20 has been restricted by the latest U.S. AI chip export curbs, the U.S. chip giant has been reportedly working on a new chipset targeting the market. According to Reuters, the Blackwell-based chip could debut as early as June and cost over 30% less than the H20. Reuters points ...

2025-05-23

[News] Samsung Reportedly Nears NVIDIA HBM3E Approval, But Order Outlook Remains in Doubt

Samsung has been working hard to pass NVIDIA’s qualification test for its 12-layer HBM3E. However, even if successful, the company is unlikely to see significant short-term revenue, according to a report from Deal Site. While Samsung may complete the qualification later this year, the report notes...

2025-05-21

[News] NVIDIA Reaffirms TSMC as Preferred U.S. Advanced Packaging Partner, Reportedly Sidelines Intel

During the international press conference for Computex 2025,  NVIDIA CEO Jensen Huang, when asked whether NVIDIA might use Samsung or Intel for advanced packaging in the U.S., said the technology is highly advanced and that NVIDIA currently has no alternative—reaffirming TSMC as its sole partn...

2025-05-21

[News] Jensen Huang: NVIDIA’s China Market Share Plummets from 95% to 50% amid U.S. Export Curbs

Speaking at Computex 2025 in Taipei today, NVIDIA CEO Jensen Huang, in a rare blunt moment, openly called out how U.S. chip export controls have hammered the AI chip giant’s position in China. Once commanding 95% of the Chinese market four years ago, NVIDIA now holds just 50%, with local rivals ru...

2025-05-19

[News] NVIDIA Unveils NVLink Fusion, Amplifying ASIC Push with MediaTek & Marvell Onboard

At his pre-Computex keynote, Jensen Huang signaled NVIDIA’s expansion beyond GPUs and deeper into the ASIC world. The company unveiled NVLink Fusion on Monday, a new version of its chip-to-chip communication tech now for sale to rival designers. According to its press release, Reuters and Tom’...

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