Subject


Nvidia


2024-07-16

[News] NVIDIA’s H20 See Surge in Orders from Chinese CSPs as Momentum Continues in 2H

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...

2024-07-16

[News] Samsung’s HBM3e Rumored to be Certified by NVIDIA, Boosting DDR5 Price Increases in Q3

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 ...

2024-07-15

[News] TSMC Reportedly Sees Strong 4nm Demand, with NVIDIA’s Order Up by 25%

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...

2024-07-11

[News] SK hynix, TSMC, and NVIDIA Reportedly Forge Alliance to Develop Next-Generation HBM

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...

2024-07-11

[News] China’s Moore Threads Develops MTLink to Challenge NVIDIA’s NVLink

According to a report from Tom's Hardware, it's reported that one of GPU giant NVIDIA's key advantages in data centers is not only its leading GPUs for AI and HPC computing but also its effective scaling of data center processors using its own hardware and software. To compete with NVIDIA's CUDA, C...

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