With NVIDIA’s GTC set for mid-March, supply chain sources cited by the Economic Daily News suggest the GB300 AI chip will be unveiled, making it one of the biggest highlights of the event. With higher power consumption, GB300 is expected to drive greater cooling demands. According to the report, t...

While TSMC is set to expand its U.S. investment to a staggering $165 billion, price hikes for its advanced nodes seem to be inevitable, with adjustments reflecting the high cost of U.S. fabs, as per Commercial Times. With Trump ruling out the possibility for subsidies, analysts expect at least a 15%...

According to a Reuters report, sources reveal that NVIDIA and Broadcom are conducting manufacturing tests with Intel's 18A process, signaling initial confidence in Intel's advanced fabrication technology. The report further states that AMD is reportedly also assessing Intel's 18A manufacturing proce...

Amid concerns that Singapore may be a key intermediary in funneling NVIDIA chips to restricted nations, the country is taking action. According to Bloomberg, Singapore is investigating whether Dell and Supermicro servers shipped to Malaysia contained NVIDIA chips banned in China. Law minister K S...

Despite NVIDIA's strong Q4 earnings and upbeat Q1 outlook, supply chain sources suggest renewed concerns over potential CoWoS order cuts, with reports indicating a reduction in advanced packaging orders at foundries. According to Commercial Times, as NVIDIA’s Hopper GPU approaches the end of it...