Industry Page 21 of 57

All posts related to the industry in general.

SK Hynix Initiates Supply of Next-Gen HBM4 To NVIDIA For NVIDIA Rubin AI GPUs; Once Again Dominates the HBM Market, Defeating Micron & Samsung 1

SK Hynix Initiates Supply of Next-Gen HBM4 To NVIDIA For Rubin AI GPUs; Once Again Dominates the HBM Market, Defeating Micron & Samsung

TSMC’s Phenomenal 2nm Yield Rates Would Likely Put Alternatives From Samsung & Intel Foundry Way Behind; Apple, NVIDIA & AMD to Be Major Customers

China To Provide Large-Scale Subsidies For Local AI Chips, Encouraging Domestic Adoption 1

After Smuggling Chips, China’s AI Engineers Now Sneak Hard Drives Into Malaysia to Train AI Models Using Rented NVIDIA High-End AI Chips

Europe Makes Its Move in the Chip Race as France’s President Macron Now Hopes To Convince TSMC/Samsung To Set Up Cutting-Edge Facilities

AMD Expected to Break NVIDIA’s AI Monopoly With Next-Gen Instinct MI500 Accelerators & EPYC “Verano” CPUs, Set to Compete Against Vera Rubin Lineup

Samsung Has Reportedly Failed To Pass HBM3E Memory Qualification Tests Set By NVIDIA 1

Samsung’s HBM3E Process Witnesses a Massive Breakthrough As It Sees Pivotal Adoption From AMD’s Latest Instinct MI350X AI Accelerator

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

NVIDIA Becomes Gloomy About Its AI Business Prospects in China; Team Green Will No Longer Include the Region in Revenue Forecasts If US Export Controls Remain

AMD’s CEO Lisa Su Believes AI Data Center Accelerator Market Will Scale Up to $500 Billion By 2028, Driven By Demand For Inferencing

President Trump’s “Made in USA” Narrative Might Have Failed For the iPhone, But The U.S. Is Expected to Meet Up to 50% of Domestic Chip Demand by 2032, Thanks to TSMC Arizona

AMD's Instinct MI300X AI Throughput Performance & Latency Improved By 7x With GEMM Tuning 1

AMD’s Instinct MI350 Series AI Accelerator To Launch This Week; Team Red Targets a Whopping 30x Increase In Energy Efficiency By 2025

TSMC 2nm yields are now well above 60 percent claims analyst

TSMC Manages to Maintain the Crown in the Foundry Market as Samsung Is On Track to Be Replaced by China’s SMIC in Chip Market Share

U.S. Unlikely to Lift H20 AI Accelerator Export Restriction on China; Could NVIDIA Turn to Blackwell “GDDR7” AI Chips Instead?

NVIDIA’s Next-Gen Rubin AI Accelerators To Enter The Market as Soon As September, Just Six Months After Blackwell Ultra

NVIDIA Gets The "Green Signal" By US To Sell Cutting-Edge H100 AI GPUs To The UAE Firm G42 1

The Trump Administration is Still Hesitant To Supply NVIDIA’s High-End AI Chips To Middle East, Fearing a Potential Tech Transfer to China

NVIDIA's CEO Jensen Huang

NVIDIA Next Place of Business After Middle East Is The EU; CEO Jensen Huang Set To Announce Germany’s Biggest “AI Factory” Next Week

U.S. Commerce Secretary Howard Lutnick Says China Is Far Behind in the Chip Race As U.S. Export Controls Manage to Stall Beijing’s Progress

More AI Engineers Are Now Working for Huawei, Says NVIDIA’s Chief Scientist Bill Dally, Warning That Chinese Competition Is Closing In

TSMC’s CEO Says It Will Always Win In The AI Chip Race, Claiming That Big Tech Has No Option Other Than The Taiwan Giant

Intel & NVIDIA Chips Still In Use Openly For Chinese Military & Nuclear Research 1

US’s Decision to Ban The Sale of Chip Design Equipment To China Puts The Trade Deal at Jeopardy; China’s Domestic Alternatives To Now Gain Attention

NVIDIA's CEO Jensen Huang

NVIDIA’s CEO Confirms Huawei’s “CloudMatrix” AI Cluster Now Competes With Grace Blackwell; Says There’s No Stopping Them

New flagship Kirin chipset being prepared by Huawei, claims tipster

Huawei Expected to Break Semiconductor Barriers with Development of High-End 3nm GAA Chips; Tape-Out by 2026

AMD to Launch a “China-Specific” AI Chip Option To Rival NVIDIA & Huawei; Expected to Be a Cut-Down Version of the Radeon AI PRO R9700

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

NVIDIA Warns It May Struggle to Compete in China’s AI Market if Restrictions Persist, Raising Risk of a Business Foreclosure

Samsung posts its Q1 2025 earnings

Samsung’s Deal With Nintendo For Switch 2 SoC Marks a Rare Defeat for TSMC; AMD and Sony Now Eyeing Partnership Too

AI Supply Chain Could Face a Massive Disruption As Demand For TSMC’s CoWoS Packaging Reaches To Unusual Levels

China’s Largest Memory Manufacturer CXMT To Pivot Towards DDR5 & HBM3 Production, Directly Competing With Samsung, SK Hynix & Others

NVIDIA's AI Chip Renting Services In China Are Much Cheaper Compared To The US, For As Little As $6/Hr 1

NVIDIA Could Earn Up To $10 Billion From Its Next “Blackwell” Chip For China This Year, Priced at Just $6,500-$8,000

NVIDIA Achieves Record Token Speeds With Blackwell GPUs, Breaking The 1,000 TPS Barrier With Meta’s Llama 4 Maverick

Trump Administration Won’t Back Down On AI Chip Restrictions On China At All, Denies “Easing” Request By NVIDIA’s Jensen Huang

NVIDIA’s Jensen Huang Claims That Moore’s Law Is Now Dead, It’s Time For The Huang Law; Reveals Performance Is On-Track To “Double” In Just a Quarter

NVIDIA’s Global Taiwan HQ Is Built To “Get More Chairs”, Reveals CEO Jensen Huang, Claiming That Existing Office Had No Space

NVIDIA’s CEO Claims That They Have No Option Other Than TSMC For Chips, Rules Out Partnership With Intel & Samsung Foundry In The US

NVIDIA's CEO Jensen Huang

NVIDIA Starts to Lose Ground In China, Market Share Drops Down to 50% As Huawei Manages To Capitalize On Team Green’s Desperate Position

NVIDIA's AI Chip Renting Services In China Are Much Cheaper Compared To The US, For As Little As $6/Hr 1

NVIDIA’s Next “China-Focused” Option Will Likely Be The “B40” AI Chip, Shipments Expected to Reach Up to a Million Units By This Year