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NEWS TAGGED NVIDIA
Wednesday 24 September 2025
Analysis: Nvidia-Intel partnership to integrate x86 with GPU for AI growth
Nvidia and Intel are collaborating to enhance CPU-GPU integration, with Nvidia supplying GPUs for Intel PCs and acquiring customized CPUs, addressing Nvidia's x86 gap and opening...
Wednesday 24 September 2025
Why Intel's US$16 billion lifeline won't solve its foundry crisis?
Intel, once the uncontested leader in PC and server chips, faces a turning point. Delays in advanced process technology and rising competition from AMD and Arm-based architectures...
Tuesday 23 September 2025
Samsung reportedly struggles with HBM4 yields as SK Hynix leads memory race
Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead...
Tuesday 23 September 2025
Huawei declares supernode era to eclipse Nvidia within 2 years
At Huawei Connect 2025, the company rolled out a three-year roadmap for its Ascend chips alongside the debut of its Atlas 950 supernode. Rotating chairman Eric Xu warned that China's...
Tuesday 23 September 2025
Samsung races to supply Nvidia with HBM3E, WAT results crucial
Despite previously facing overheating issues, Samsung Electronics is preparing to supply its fifth-generation high bandwidth memory (HBM3E) to Nvidia. However, opinions within the...
Tuesday 23 September 2025
Nvidia-Intel alliance to boost long-term demand for ABF substrates
Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations,...
Tuesday 23 September 2025
Commentary: Why Intel is joining Nvidia's NVLink camp and what it means for AI chips
Nvidia's US$5 billion move to acquire a 4% stake in Intel isn't about the money — it's about survival strategy. The real issue is how Intel, struggling to regain relevance in...
Tuesday 23 September 2025
Commentary: How did Intel go from AMD ally to Nvidia partner?
On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel...
Tuesday 23 September 2025
Who defines AI interconnects next? Huawei's UnifiedBus 2.0 takes on NVLink
At Huawei Connect 2025 in Shanghai, Huawei introduced the Atlas 950 SuperPoD and debuted UnifiedBus 2.0 (UB 2.0), its optical interconnect protocol that will be opened to industry...
Tuesday 23 September 2025
Yole Group CEO interview (Part 1): TSMC dominates AI era as supply chain dynamics undergo massive shifts
The semiconductor industry is experiencing its most dramatic transformation in decades, driven by artificial intelligence's relentless demand for computing power. Traditional boundaries...
Tuesday 23 September 2025
OpenAI and Nvidia sign strategic partnership to deploy large-scale AI infrastructure by 2026
On September 22, OpenAI and Nvidia announced that they have signed a letter of intent for a strategic partnership centered on large-scale AI infrastructure deployment. The plan calls...
Tuesday 23 September 2025
Nvidia-Intel alliance deepens US-China tech divide
Nvidia said it will invest US$5 billion in Intel and broaden cooperation in semiconductor design and development. The deal does not include chip fabrication but is viewed as a key...
Monday 22 September 2025
Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr...

Monday 22 September 2025
Nvidia invests in Intel; Acer founder says TSMC still far ahead in foundry sector
Nvidia's investment of US$5 billion in Intel sent shockwaves through the semiconductor industry. Stan Shih, founder of Acer, commented that while the US requires a healthier industry...
Monday 22 September 2025
Nvidia's US$5B stake in Intel: strategic bet or peace offering?
Nvidia stunned the semiconductor industry with a US$5 billion investment in Intel, snapping up a 5% stake and becoming one of its top five shareholders. The deal goes beyond financial...