Subject


Nvidia


2025-01-14

[News] NVIDIA GB200 Racks Reportedly Overheat, Major Clients Cut Orders

According to Reuters, citing The Information, NVIDIA’s major customers, cloud service providers (CSPs) such as Microsoft, Amazon, Alphabet's Google, and Meta Platforms are reportedly scaling back orders of the company’s latest “Blackwell” racks due to overheating problems. Initial shipme...

2025-01-14

[News] NVIDIA’s Revenue at Risk as U.S. AI Chip Export Restrictions Loom; Big CSPs Set to Benefit

The Biden administration tightened chip export controls in its final days, as it announced sweeping new AI chip regulations aimed at China. As the world’s leading AI accelerator firm, NVIDIA is regarded to be heavily impacted, while major cloud providers like Microsoft, Google, and Amazon are like...

2025-01-14

[Insight] Analysis of Humanoid Robot Vision Systems and Opportunities for Taiwanese Companies

According to TrendForce, with AI empowering hardware devices, the applications for robots have expanded significantly. Beyond manufacturing, humanoid robots can be applied in general consumers’ work and life environments. The multifunctional humanoid robot, suitable for both manufacturing and serv...

2025-01-13

[News] Samsung Reportedly Speeds up HBM4 by 6 Months, as NVIDIA Plans Early Rubin Launch in Q3

Is U.S. chip giant NVIDIA planning to launch the Rubin lineup early? The speculation now seems to turn into reality. As per South Korean media outlet New Daily, following SK hynix’s footsteps, Samsung is also accelerating the development of HBM4, as it targets to complete the Production Readiness ...

2025-01-10

[News] NVIDIA to Launch China-Specific RTX 5090 D with 29% AI Performance Cut to Meet U.S. Export Rules

According to a report from Commercial Times, NVIDIA unveiled the RTX 50 series graphics cards at CES on January 7, including the RTX 5090 D, which was specifically designed for the Chinese market to comply with U.S. export control regulations. The report, citing Chinese media outlet ithome, notes t...

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