Subject


Nvidia


2025-12-18

[News] SOCAMM2 War Heats Up: Samsung Reportedly Delivers Samples to NVIDIA, Ramping Early 2026

While Micron confirmed at its earnings call that it has sampled its 192GB LP SOCAMM2, other memory leaders are ramping up their efforts. Yonhap News reports that Samsung has also developed SOCAMM2, an LPDDR-based server memory module, and has already delivered samples to AI powerhouse NVIDIA, with s...

2025-12-12

[News] China’s Apple Supplier Lens Tech Pivots to AI, Acquires NVIDIA-Certified Server Rack Maker

One of China’s key Apple suppliers is making an unexpected push into the AI era. Consumer electronics giant Lens Technology plans to acquire 100% of PMG International, according to Commercial Times and Anue, giving it indirect control of Yuans Technology and access to server-rack and liquid-coolin...

2025-12-11

[News] SK hynix Reportedly Aims 100 Million IOPS with AI-NAND by 2027 in Collaboration with NVIDIA

2027 is shaping up to be a pivotal year for SK hynix's next-generation NAND ambitions. The company is accelerating its next-generation AI NAND development by teaming up with NVIDIA, aiming to deliver storage performance up to 30 times faster than current enterprise SSDs by 2027, according to ZDNet. ...

2025-12-10

[News] Trump Approves H200 China Sales; U.S. Routing Reportedly Triggers 25% Revenue-Split Dispute

Trump has approved H200 sales to China, but the arrangement has raised concerns. According to The Wall Street Journal, the chips permitted for export must undergo a special U.S. security review before shipment. As a result, the H200s—manufactured primarily in Taiwan—would first be sent to the U....

2025-12-10

[News] China Reportedly Adds Huawei, Cambricon AI Chips to Procurement List Ahead of H200 Approval

While Washington approved NVIDIA’s H200 exports to China on December 8th, Beijing reportedly acted first. According to the Financial Times, China has, for the first time, added domestic AI chips to its official government procurement list, with the Ministry of Industry and Information Technology a...

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