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NEWS TAGGED BLACKWELL
Friday 22 August 2025
Nvidia CEO's third Taiwan trip in 2025: talk H20, US govt stake and visits TSMC
Nvidia CEO Jensen Huang made an unannounced visit to TSMC on August 22, arriving at Taipei airport early in the morning by private jet. Huang stated that the purpose of this trip...
Thursday 21 August 2025
Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

Tuesday 12 August 2025
Trump weighs Nvidia China chip deal, tying exports to US revenue cut
US President Donald Trump on August 11 signaled he may allow Nvidia to export a downgraded version of its latest Blackwell-architecture chip to China. While he gave no date for talks...
Tuesday 12 August 2025
Trump floats weakened Blackwell export to China in return for US revenue share
US President Donald Trump signaled on Monday that he'd be open to allowing Nvidia Corp. to sell a scaled-back version of its most advanced AI chip to China.
Tuesday 12 August 2025
Micron raises outlook on strong DRAM pricing, AI demand
Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
Thursday 10 July 2025
ASUS expands AI infrastructure solutions, showcasing AI factory vision at Computex 2025
At COMPUTEX 2025, ASUS showcased its comprehensive AI infrastructure solutions, targeting the computing needs of data centers, edge computing, and a wide range of intelligent applications...
Thursday 26 June 2025
Jensen Huang eyes physical AI as US manufacturing begins
At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure,...
Thursday 5 June 2025
Nvidia surge powers Wistron to record revenue as AI server boom accelerates
Wistron Corporation reported a record-high monthly revenue in May, exceeding NT$200 billion (US$6.68 billion) for the first time, fueled by robust demand for AI servers. The company...
Tuesday 3 June 2025
Samsung rides GDDR7 wave as Nvidia, AMD shift to comply with US export curbs
In response to intensified US export controls on advanced semiconductor shipments to China, major chipmakers Nvidia and AMD are reportedly adopting Samsung Electronics' GDDR7 graphics...
Thursday 29 May 2025
How Nvidia's next-gen GPUs are fueling an inference supercycle
Nvidia on May 28, 2025, reported a strong performance in its Data Center segment during its first quarter fiscal 2026 earnings call, with revenue reaching US$39 billion, a 73% increase...
Thursday 29 May 2025
Nvidia's growth remains strong despite US$4.5B China writedown; forecasts US$8B revenue loss from export ban
Nvidia today announced robust financial results for the first quarter of fiscal year 2026, reporting significant year-over-year and sequential growth, driven primarily by its Data...
Monday 26 May 2025
Nvidia reportedly develops new lower-cost AI chip for China to skirt US export curbs
Nvidia is reportedly developing another lower-cost AI chip for China, pricing it at US$6,500–8,000—well below its restricted H20 model. The new GPU, based on Blackwell...
Thursday 22 May 2025
Nvidia's Taiwan inner circle powers up for the Blackwell era
During Computex 2025, Nvidia CEO Jensen Huang highlighted key Taiwanese suppliers central to its AI chip packaging and testing ecosystem. These include Unimicron for CoWoS substrates,...
Thursday 22 May 2025
Nvidia CEO shows support for SK Hynix, praises 'beautiful' HBM4 at Computex 2025
Nvidia CEO Jensen Huang made a special visit to the SK Hynix booth at Computex 2025, leaving messages of support and showing the close cooperative relationship between the two comp...
Tuesday 20 May 2025
Nvidia's GB300 gains strong demand with 10,000 units planned for Taiwan AI factory
Nvidia CEO Jensen Huang announced an expanded collaboration with Foxconn and the Taiwan government to develop an AI factory, a project that will utilize 10,000 Nvidia GB300 GPUs.