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    NEWS TAGGED NVIDIA
    Monday 5 May 2025
    China leans on industrial policy, not tariffs, to fast-track domestic GPU ascendancy
    As US-China tech tensions escalate, Washington's tightened export controls—particularly targeting Nvidia's H20 chips designed for the Chinese market—are deepening compute...
    Monday 5 May 2025
    Weekly news roundup: EUV leap, Intel reboot, Nvidia's China reckoning, and TSMC's AI power play
    These are the top-read DIGITIMES Asia stories from the week of April 28 – May 4. From China's EUV light source milestone and Intel's turnaround push to Nvidia's evolving...
    Friday 2 May 2025
    Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What's behind the discrepancy?
    Washington's export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In...
    Friday 2 May 2025
    Nvidia braces for regulatory headwinds ahead of 1Q earnings
    Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs...
    Friday 2 May 2025
    Jensen Huang: Build at home, compete with Huawei, rethink AI export rules

    Following a grand 100-day inauguration celebration in Michigan on April 29, U.S. President Donald Trump returned to Washington the next...

    Thursday 1 May 2025
    AI servers remain in high demand, says Quanta chair
    Is AI development sustainable? Barry Lam, chairman of Quanta, pointed out that AI development consists of seven stages, and we are currently only at the second stage. The GB200 and...
    Thursday 1 May 2025
    Huawei reportedly ships 910C AI supercluster, said to outpace Nvidia's NVL72; eyes 910D next
    Huawei has reportedly begun shipping its CloudMatrix 384 artificial intelligence (AI) system, powered by 384 Ascend 910C chips. The company claims the setup delivers 67% more computing...
    Wednesday 30 April 2025
    TSMC starts building third Arizona fab to ramp up US expansion
    Taiwan Semiconductor Manufacturing Co. has begun construction on a third chip plant in Arizona, ramping up its US expansion as the Trump administration threatens further tariffs to...
    Wednesday 30 April 2025
    Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market
    Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on...
    Wednesday 30 April 2025
    TSMC's AI chip plans remain on track; CoWoS capacity to double in 2025
    TSMC's advanced packaging capacity for artificial intelligence (AI) chips remains within forecast ranges for 2025, contrary to recent market speculation about order reductions from...
    Wednesday 30 April 2025
    Outpaced and overbuilt: Intel’s $20B crisis
    For five consecutive quarters through the first quarter of 2025, Intel Corporation has grappled with a staggering cumulative net loss of US$19.57 billion, marking the most protracted...
    Monday 28 April 2025
    In-depth: Jensen Huang's China trilogy—a 30-year strategic game
    In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese...
    Monday 28 April 2025
    China's Cambricon rides DeepSeek wave, but dethroning Nvidia is still a long shot
    Following the Trump administration's regulation of Nvidia's China-specific H20 chips, Cambricon Technologies—billed as China's first domestic AI chip stock—delivered standout...
    Monday 28 April 2025
    Nvidia scraps modular GB300 redesign to fast-track production

    Server suppliers confirm GB300 will retain the GB200's Bianca architecture, abandoning a planned redesign that promised expanded business...

    Friday 25 April 2025
    Exclusive: Google considers HBM3E supplier change
    Samsung Electronics has recently intensified its deployment in advanced high bandwidth memory (HBM) processes. However, supply chain sources reveal that Samsung's HBM3E certification...
    4/55 pages
    Research Report Database
    BIZ FOCUS
    May 9, 11:30
    Is your AI system built to last—or bound to fail? Only DEEPX has the answer
    Monday 19 May 2025
    Empowering the intelligent future: Fibocom elevates AI capabilities for next-gen innovation
    Monday 19 May 2025
    MSI showcases AI-driven, high-performance innovations at COMPUTEX 2025
    Wednesday 14 May 2025
    VIA Labs presents USB4 gaming dock reference design compliant with the latest EU EUP/ERP regulations
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES