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NEWS TAGGED NVIDIA
Tuesday 9 December 2025
China's Moore Threads sets developer conference to launch new GPU and escalate Nvidia challenge
After US President Donald Trump approved Nvidia's H200 exports to China on 9 December, domestic GPU start-up Moore Threads responded with rapid action.
Tuesday 9 December 2025
Samsung moves up Pyeongtaek Phase 4 timeline in aggressive HBM4 push
Samsung Electronics, fresh off completing sixth-generation HBM4 development, is reportedly accelerating DRAM capacity expansion in a renewed effort to reclaim leadership in AI memo...
Tuesday 9 December 2025
Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook
Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid...
Tuesday 9 December 2025
Samsung's HBM4 edge fuels foundry recovery
Samsung Electronics, with its sixth-generation high-bandwidth memory (HBM4), uses base dies produced by Samsung Foundry. As Samsung's HBM4 competitiveness rises, the market expects...
Tuesday 9 December 2025
Google TPU demand remains strong, but CoWoS and memory cap 2026 production
Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...
Tuesday 9 December 2025
Trump clears Nvidia's H200 shipments to China under new 25% revenue-share rule
US President Donald Trump said his administration will allow Nvidia to ship H200 AI accelerators to approved customers in China under conditions tied to national-security reviews...
Tuesday 9 December 2025
Moore Threads CEO leverages Nvidia legacy to challenge GPU giant
In a global GPU market dominated by US-based Nvidia, Chinese startup Moore Threads is rapidly emerging as a formidable local challenger. The driving force behind this bold counterattack...
Monday 8 December 2025
SK Hynix restructures global operations amid reported HBM4 production delay
SK Hynix announced a comprehensive organizational restructuring to expand its global research network and reinforce its leadership in the high-bandwidth memory sector. The strategic...
Monday 8 December 2025
SK Hynix reportedly delays HBM4 mass production amid Nvidia Rubin AI accelerator launch plans
SK Hynix has reportedly postponed the mass production timeline for its sixth-generation high bandwidth memory (HBM4) from the end of the second quarter of 2026 to the third quarter...
Monday 8 December 2025
Weekly news roundup: TSMC veteran's Intel move sparks debate, Samsung reportedly secures TPU HBM4 nod
These are the most-read DIGITIMES Asia stories in the week of December 1 to December 7, 2025.
Friday 5 December 2025
Jensen Huang: China's AI factory buildout is leaving US behind
Nvidia CEO Jensen Huang has a stark warning for America: the country's AI leadership is threatened not by inferior technology, but by infrastructure bottlenecks that China is rapidly...
Friday 5 December 2025
Broadcom CEO visits South Korea as Samsung HBM4 reportedly obtains Google TPU certification
Update: Samsung has since reached out to DIGITIMES and denied this report. The company also declined to provide more details.
Friday 5 December 2025
Samsung to command the AI inference market with GDDR7
Samsung Electronics' latest-generation GDDR7 has received the 2025 Korea Technology Awards Presidential Award, and its importance is growing as Nvidia adopts the memory for AI inference...
Friday 5 December 2025
Jensen Huang warns US chip restrictions hand China AI advantage as Belt and Road expands
After meeting US President Donald Trump on December 3, 2025, Nvidia CEO Jensen Huang expressed uncertainty about whether China would accept the H200 AI chip if the US were to loosen...
Friday 5 December 2025
Nvidia invests US$2 billion in Synopsys to advance AI chip design
Nvidia has made another major move by investing US$2 billion in Synopsys, one of the world's largest chip design and engineering software companies. The investment will expand Nvidia's...