Subject


Nvidia


2026-03-10

[News] Beyond HBM: Samsung, SK hynix Reportedly Explore Next-Gen AI Memory That Could Challenge NVIDIA

NVIDIA’s GPUs and SK hynix’s HBM currently dominate the AI computing landscape. But the industry is already looking beyond HBM as new memory technologies emerge to address the growing bottleneck of data movement. According to South Korean outlet Global Economic News, as large-scale AI models exp...

2026-03-09

[News] Samsung, SK hynix Reportedly Tapped as NVIDIA Rubin HBM4 Suppliers; Shipments Could Start in March

Ahead of NVIDIA’s GTC next week, all eyes are on the HBM4 supply for its next-gen AI accelerator, Vera Rubin, set for release in the second half of the year. Hankyung, citing industry sources, reports that Samsung Electronics and SK hynix are on the component supplier list. With HBM4 production ta...

2026-03-06

[News] U.S. Reportedly Mulls Tiered AI Chip Export Rules, 200K+ Units Need Investment, Official Assurances

Amid uncertainty surrounding exports of NVIDIA’s H200 GPU to China, U.S. officials are reportedly weighing a new framework to tighten oversight of AI chip shipments. According to Reuters, Washington is considering rules that could require foreign governments to commit to investing in U.S. AI data ...

2026-03-05

[News] NVIDIA Reportedly Halts H200 Production on China Uncertainty, Shifts TSMC Capacity to Vera Rubin

NVIDIA has reportedly halted production of its H200 chips. According to Reuters, citing Financial Times, sources said the company has shifted manufacturing capacity at TSMC away from H200 production to focus on its next-generation Vera Rubin hardware. As Reuters notes, NVIDIA said last week it ha...

2026-03-04

[News] Middle East Escalation Hits Tech: NVIDIA Shuts Dubai Office, AWS Data Center Strike Raises Concerns

In the wake of the U.S.–Israeli military campaign against Iran, technology companies operating in the Middle East are tightening security protocols, with some temporarily shutting offices and modifying regional operations. According to CNBC, NVIDIA temporarily closed its Dubai office, with employe...

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