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NEWS TAGGED NVIDIA
Thursday 27 February 2025
Nvidia's AI empire soars: data center boom overshadows gaming dip in record 4QFY25
Nvidia's Q4 fiscal 2025 earnings (ended January 2025) stand out for their jaw-dropping scale and what they reveal about the company's transformation, even with a few wrinkles like...
Thursday 27 February 2025
SK Hynix reportedly hits 70% yield in HBM4 testing
SK Hynix has reportedly reached a significant milestone in its pre-production trials by raising the yield rate of its sixth-generation high-bandwidth memory (HBM4) to 70%. This achievement...
Thursday 27 February 2025
Nvidia rides inference surge, DeepSeek buzz fuels 2H25 Blackwell Ultra launch
Nvidia is addressing skepticism about the demand for its high-end GPUs by highlighting the increased computing power required for advanced AI models like DeepSeek-R1. The company...
Thursday 27 February 2025
Nvidia's Blackwell launch propels record Q4 growth, China sales surge nearly 200%
On February 26, Nvidia released its financial results for the fourth quarter of fiscal year 2025 (February 2024 to January 2025), showcasing remarkable growth across all key metrics...
Wednesday 26 February 2025
Global server market and shipments, 2025

Introduction

Wednesday 26 February 2025
DeepSeek disrupts AI landscape, igniting edge computing, and memory demand, says Silicon Motion CEO
DeepSeek's emergence is accelerating edge AI adoption, challenging the reliance on Nvidia's ecosystem. Silicon Motion CEO Wallace Kou sees its rise as a shift in AI development strategy...
Wednesday 26 February 2025
Nvidia, Cisco extend partnership aimed at speeding AI adoption
Nvidia, the top provider of chips used in new artificial intelligence computers, is extending a partnership with networking gear maker Cisco Systems in a push aimed at making it easier...
Wednesday 26 February 2025
Trump team pushes tougher chip controls on China, pressuring key allies
Donald Trump's administration is sketching out tougher versions of US semiconductor curbs and pressuring key allies to escalate their restrictions on China's chip industry, an early...
Tuesday 25 February 2025
Huawei Ascend 910C reportedly hits 40% yield, turns profitable; aims for 60% industry standard
Huawei's Ascend 910C AI chip has reportedly reached a 40% manufacturing yield, marking the first time the Ascend production line has turned profitable. The company aims to improve...
Tuesday 25 February 2025
AI GPU orders max out TSMC’s CoWoS capacity; IC testing firms booked through 2026
More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders...
Tuesday 25 February 2025
Nvidia indirectly fuels US-China GenAI rivalry as Grok 3 creates new waves
The emergence of China's DeepSeek has shocked the US market and impacted Nvidia's market value. Now, with the official launch of Grok 3 by xAI, a company founded by Tesla CEO Elon...
Monday 24 February 2025
AI boom sends HBM demand soaring as Samsung eyes ASIC market shift
The global AI boom is set to keep high bandwidth memory (HBM) in short supply through 2025, as demand surges across AI and data-intensive applications, according to experts at SEMICON...
Monday 24 February 2025
Asus and Gigabyte secure major AI server orders from Nvidia, advancing US manufacturing initiatives
Supply chain operators state that due to tariffs and a surge in orders, server manufacturers are accelerating their plans to establish factories overseas, including in the US. In...
Friday 21 February 2025
BizLink optimistic about production relocation opportunities in 2025
Cable and connector maker BizLink expects steady demand for high-performance computing (HPC) and semiconductor production equipment (SPE) to drive growth in 2025, with chairman Roger...
Thursday 20 February 2025
Retailers hoard RTX 5090, betting on crypto boom revival; Asus, MSI see profits surge
Nvidia's RTX 5090 and RTX 5080 launched on January 30, but demand has far outstripped supply. The limited initial stock, a common trend for high-end Nvidia GPUs, quickly vanished...