Subject


Nvidia


2025-03-12

[News] TSMC Reportedly Rallies U.S. Chip Titans for Intel Foundry JV, Including NVIDIA, Broadcom and AMD

Is the new U.S. Chip National Team in the making? According to Reuters, TSMC, after an additional $100 billion in the American soil on March 3rd, has reportedly approached NVIDIA, AMD, Broadcom, and Qualcomm about investing in a joint venture to run Intel's foundry operations. The report suggests...

2025-03-10

[News] NVIDIA to Unveil GB300 at GTC, with Shipment Reportedly to Begin in May, Driving Cooling Demands

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...

2025-03-05

[News] TSMC’s U.S. Investment Could Lead to 15% Price Hike, with AMD and NVIDIA Cheering on the Expansion

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%...

2025-03-04

[News] NVIDIA and Broadcom Reportedly Test Intel’s 18A as AMD Also Eyes Potential Deal

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...

2025-03-03

[News] Singapore Reportedly Probes NVIDIA Chip Shipments to Malaysia over China Diversion Concerns

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...

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