According to a report from Tom's Hardware, the U.S. is considering implementing new trade sanctions on China, looking to limit China's access to advanced AI chip technology. This could result in a ban on NVIDIA's HGX-H20 AI GPUs to China. If implemented, NVIDIA could potentially lose roughly USD 12 ...

The heightened tensions between China and the U.S. are expected to escalate further. According to a report from Commercial Times, this has been reflected in the past quarter's increased demand for AI servers among Chinese Cloud Service Providers (CSPs) and enterprises. Following NVIDIA's recent r...

Though Samsung has denied the rumor that its HBM3e passed NVIDIA’s qualification tests, multiple Taiwanese companies in the supply chain reportedly learned that the product is expected to receive certification soon, and will start shipping in Q3. As memory manufacturers are said to shift at least ...

According to the industry sources cited in a report from Economic Daily News, TSMC is gearing up to start production of NVIDIA's latest Blackwell platform architecture graphics processors (GPU) on the 4nm process. In response to the strong customer demand, NVIDIA has reportedly increased its orders...

According to a report from BusinessKorea, memory giant SK hynix is deepening its collaboration with TSMC and NVIDIA, and will announce a closer partnership at the Semicon Taiwan exhibition in September. SK hynix has been collaborating with TSMC for many years. In 2022, TSMC announced the establi...