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NEWS TAGGED NVIDIA
Friday 11 July 2025
With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025
With Nvidia's GB200 series products entering volume shipments starting in the second quarter of 2025, the GB300 has also begun its delivery recently, as Dell chairman and CEO Michael...
Friday 11 July 2025
Korea’s Rebellions taps Taiwan alliance to challenge Nvidia in AI chip race
Seoul-based AI chip startup Rebellions is moving fast to stake its claim as South Korea's top domestic supplier of artificial intelligence (AI) semiconductors. The company is ramping...
Friday 11 July 2025
Apple loses key AI talent in Meta's multi-million dollar raid
Apple's AI development efforts have suffered a potential setback with Meta Platforms recruiting Ruoming Pang, Apple's head of foundational AI models, according to multiple outlets,...
Thursday 10 July 2025
Samsung's chip division weighs on earnings with KRW1T write-down in 2Q25
Samsung Electronics saw its second-quarter 2025 operating profit plunge nearly 56% year-over-year, largely driven by underperformance in its semiconductor unit. The Device Solutions...
Thursday 10 July 2025
Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX...

Wednesday 9 July 2025
Server component makers optimistic for 2H25 with rising GB200 shipments
With volume production of server chassis for Nvidia's GB200 turning stable, the operation of suppliers for related components such as cooling modules, sliding rails, and battery backup...
Tuesday 8 July 2025
Groq sets up shop in Finland as sovereign AI demands surge

Groq, the US-based AI chipmaker, has launched its first European data center in Helsinki, accelerating its global expansion and tapping...

Tuesday 8 July 2025
Samsung sees 56% profit plunge by Nvidia HBM chip delays in 2Q25
Samsung Electronics warned on July 5 that its second-quarter 2025 operating profit is likely to plunge 56% year-over-year, dragged down by continued difficulties in gaining Nvidia's...
Monday 7 July 2025
US plans AI chip curbs on Malaysia, Thailand over China concerns
President Donald Trump's administration plans to restrict shipments of AI chips from the likes of Nvidia Corp. to Malaysia and Thailand, part of an effort to crack down on suspected...
Friday 4 July 2025
TSMC, suppliers ride AI wave as Nvidia GB series powers record demand

Taiwan's semiconductor and electronics industries are entering a new period of explosive growth, driven by the full-scale rollout of...

Friday 4 July 2025
Global CoWoS players and capacity, 2025-2026

Introduction

Friday 4 July 2025
Taiwan's Kenmec leverages AI simulation to slash factory build times by three months
Kenmec Mechanical Engineering is using Nvidia's Omniverse platform to transform factory construction, enabling "one-click deployment" that cuts build times by over three months while...
Friday 4 July 2025
Is Apple repeating Nokia's mistake over AI stumble?
The US tech sector is deep into an AI arms race, with firms scrambling to secure Nvidia and AMD's advanced GPUs while fast-tracking their custom chips and AI compute infrastructure...
Thursday 3 July 2025
Micron tightens grip on AI memory market as Samsung certification lags
Micron Technology is stepping up its game in the competitive high-bandwidth memory (HBM) market, leveraging recent wins to boost production and capture rising demand driven by artificial...
Thursday 3 July 2025
Intel looks to 14A to win Apple, Nvidia orders; 18A foundry plans in question
Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A (1.8nm-class) process node to the next-generation 14A (1.4nm-class)...