Although there were earlier concerns about whether major CSPs would scale back AI-related capital spending, Meta and Microsoft have both announced plans to increase their AI investments, according to Economic Daily News. This is expected to be a fresh boost for NVIDIA, with key Taiwanese AI server O...

Amid rumors of Google moving away from its HBM3E and NVIDIA’s looming test in June, Samsung looks set to turn the tide with its next-gen HBM. According to Korean Economic Daily and ZDNet, the company is in talks to supply customized HBM4 chips to major AI players, with shipments potentially starti...

According to Bloomberg, sources say the U.S. is considering loosening restrictions on NVIDIA chip sales to the United Arab Emirates, with President Donald Trump potentially set to unveil a bilateral semiconductor agreement during his upcoming visit to the Gulf region. The report notes that Trump ...

Samsung Electronics reported a slight rise in first-quarter operating profit on Wednesday, as tariff-driven demand for smartphones and commodity chips helped offset weakness in its AI chip business, according to Reuters. However, it seems to remain cautious on potential tariff impacts, as it report...

At TSMC’s North America Technology Symposium, the foundry giant rolled out an ambitious roadmap for its CoWoS technology. Meanwhile, major customer NVIDIA is showing signs of strong momentum too. According to Commercial Times, NVIDIA’s production schedule for its B300 series has reportedly been ...