Subject


Nvidia


2024-10-24

[News] Jensen Huang Clarifies No Tension with TSMC After Blackwell AI Chip Design Flaw

According to a report from the Reuters, NVIDIA CEO Jensen Huang stated that the design flaw in the Blackwell GPU was entirely NVIDIA's fault, dispelling rumors that TSMC was to blame. Huang emphasized that TSMC help fix the problem and resume the manufacturing “at an incredible pace.” When in...

2024-10-22

[News] NVIDIA Reportedly to Partner with India for Chip Tailored for Local Market

According to Economic Daily News, which cites the report by Indian media outlet The Economic Times, U.S. AI giant NVIDIA has proposed collaborating with India to develop AI chips, aiming to leverage the country’s semiconductor design talent and tap into its growing local market. According to ...

2024-10-21

[News] NVIDIA Reportedly in Talk with Samsung for Potential GPU Orders amid Rumored Tensions with TSMC

Would Samsung finally be able to secure major orders from tech giants, even one of the world’s top AI companies? According to a report by The Information, the most successful and lucrative partnership in AI business, which is formed by NVIDIA and its foundry partner TSMC, is showing signs of stra...

2024-10-18

[News] Samsung Reportedly Mulls 1a DRAM Redesign amid HBM3e Verification Delays

At its previous earnings call in July, Samsung has announced the ambitious goal that its HBM sales would increase three to five times in 2H24. However, as it is still struggling to pass the verification of 12-Hi HBM3e products, the company’s prospects for returning to glory in the near term seems ...

2024-10-14

[News] Preview for TSMC’s Key 3nm Clients ahead of Earnings Call: Order Surge Expected in 2025

Ahead of TSMC’s upcoming third-quarter earnings call this Thursday, a report by the Commercial Times gives a heads-up on the foundry giant’s outlook of 3nm orders next year. With NVIDIA and AMD ramping up their next-gen AI accelerators, combined with the strong demand from smartphone chips, orde...

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