Subject


Nvidia


2026-03-02

[News] Huawei to Show Atlas 950 SuperPoD Overseas for First Time, Challenges NVIDIA on Cluster Scale

Huawei is expected to present its most advanced AI supercomputer outside China for the first time. According to Nikkei, the company plans to unveil its Atlas 950 SuperPoD at the Mobile World Congress (MWC) in Barcelona. Designed for AI data center deployments, the Atlas 950 SuperPoD integrates 8,192...

2026-02-25

[News] NVIDIA GTC 2026 in Focus: Feynman Reportedly on TSMC A16, Samsung & SK hynix to Showcase HBM4

Ahead of NVIDIA’s earnings release, the industry's gaze is already fixed on its mid-March's GTC conference. CEO Jensen Huang's tease of a "world-surprising" new chip has set the stage for a showcase spanning both foundry and memory. According to Chosun Biz, the chip, likely the upcoming Feynman pr...

2026-02-24

[News] NVIDIA, Apple Reportedly Court Korean HBM, NAND Talent with Six-Figure Pay Amid AI Memory Boom

As memory plays an ever more pivotal role in AI workloads, major technology firms are reportedly stepping up efforts to recruit South Korean memory experts. According to The Chosun Daily, U.S. companies are conducting targeted hiring campaigns aimed at engineers from Samsung Electronics and SK hynix...

2026-02-20

[Insights] AI-Driven Memory Boom Ripples Through Hardware Markets, From Price Hikes to Product Delays

Rising memory prices have triggered a series of unusual phenomena across the industry. According to a column by Zhu Xi on TechNews, prices have been climbing since last year, driven by strong demand from AI servers and data centers. Beyond the expected drag on PC shipments this year, the near-runawa...

2026-02-13

[News] NVIDIA May Relax HBM4 Specs as Samsung and SK hynix Reportedly Face Capacity, Yield Limits

Competition among memory suppliers in the HBM4 segment is heating up. According to ZDNet, Samsung Electronics edged ahead of SK hynix and Micron on the 12th by announcing its HBM4 mass-production shipments. Even so, the overall HBM4 supply dynamics this year are likely to hinge primarily on NVIDIA...

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