Subject


Nvidia


2025-02-25

[News] Trump Administration Reportedly Eyes Stricter Chip Export Curbs on China, With TEL and ASML in Focus

According to MoneyDJ, citing Bloomberg, the Trump administration is reportedly weighing tighter semiconductor export restrictions in an effort to further suppress China’s chip industry. As noted in the report, sources indicate that Trump administration officials have recently held discussions w...

2025-02-25

[News] China Advances in AI Chips: Huawei Reportedly Boosts Yield to 40%, Making Ascend Line Profitable

China appears to be quickly catching up in the memory sector, with CXMT and YMTC leading the charge. Now, the country seems to be making strides in AI chips as well, an area dominated by U.S. giant NVIDIA. According to the Financial Times, Huawei has boosted the yield of its latest AI chips to nearl...

2025-02-24

[News] TSMC Reportedly Sees CoWoS Order Surge, with NVIDIA Securing 70% of 2025 CoWoS-L Capacity

Previously, speculation circulated that NVIDIA might reduce its CoWoS orders from TSMC. However, according to Economic Daily News, TSMC’s advanced packaging orders have experienced an upsurge. Sources indicate that NVIDIA’s latest Blackwell architecture GPU chips are in strong demand, and the...

2025-02-20

[News] NVIDIA Reportedly Updates Policy, Requires Full Testing of HBM Stacks Before Shipping to Foundries

U.S. chip giant NVIDIA has reportedly updated its policy with memory suppliers, now requiring HBM stacks to be fully tested before being shipped to foundries for packaging, according to South Korean media outlet TheElec. The report indicates that HBM stacks from memory makers were previously sent...

2025-02-19

[News] Singapore States Less Than 1% of NVIDIA’s Revenue Tied to Physical Shipments to The Country

Amid concerns that whether Singapore has become a major intermediary of transferring NVIDIA chips to China, Tan See Leng, Second Minister for Trade and Industry, stated that less than 1% of NVIDIA’s total revenue comes from products physically delivered to the country, according to Bloomberg and l...

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