Subject


Nvidia


2024-07-26

[News] Battle between Memory Giants Heats up in 2H24 as Samsung and SK hynix Advance in HBM3/ HBM3e

As SK hynix and Samsung are releasing their financial results on July 25th and July 31st, respectively, their progress on HBM3 and HBM3e have also been brought into spotlight. Earlier this week, Samsung is said to eventually passed NVIDIA’s qualification tests for its HBM3 chips. While the Big Thr...

2024-07-23

[News] Jensen Huang Rumored to Request CoWoS Dedicated Line, but TSMC Declines

As TSMC stands at the core of the global semiconductor industry, NVIDIA founder Jensen Huang stirred up an AI frenzy when he visited Taiwan in June. According to a report from Commercial Times, during his visit, he met with TSMC founder Morris Chang and then-President C.C. Wei, and personally visite...

2024-07-23

[News] Decipher TSMC in Key Figures: Some Facts Needed to be Known

Recent comments from former U.S. President Donald Trump on protection fees have hit semiconductor stocks hard and brought TSMC back into the spotlight for investors. As per a report from Barron's, it’s suggested that America's stance towards Taiwan is not the best diplomatic strategy. The follo...

2024-07-23

[News] NVIDIA Reportedly Developing Tailored Version of the Blackwell Series for Chinese Market

According to sources cited in a report from Reuters, NVIDIA is said to be planning to design a new flagship AI chip tailored for the Chinese market, which will still comply with current U.S. export control regulations. NVIDIA, the global AI chip giant, unveiled its Blackwell chip series in March ...

2024-07-22

[News] U.S. Reportedly Enhancing Chip Export Restrictions to China, while NVIDIA’s H20 Might Get Banned

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 ...

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