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Tuesday 23 December 2025
Nvidia targets pre-holiday H200 shipments to China via inventory; production ramp remains uncertain
Nvidia is reportedly planning to resume shipments of its second-most powerful artificial intelligence chips to China before the Lunar New Year holiday in mid-February, underscoring...
Monday 22 December 2025
Samsung's HBM4 SiP tops Nvidia's performance tests, heating up memory race
Samsung Electronics and SK Hynix are reportedly intensifying their competition to supply Nvidia's sixth-generation high-bandwidth memory (HBM), known as HBM4. The new HBM4 will be...
Friday 19 December 2025
US scrutinizes Nvidia H200 chip exports to China as risks mount
The Trump administration has launched an interagency review to determine whether to authorize the first exports of Nvidia's H200 artificial intelligence chips to China, Reuters...
Friday 19 December 2025
SK Hynix reportedly to open new office in Seattle area to deepen ties with Nvidia and major tech firms
SK Hynix is reportedly establishing a new office in Bellevue, Washington, aiming to strengthen collaboration with key clients, including Nvidia, Amazon Web Services, and Microsoft...
Friday 19 December 2025
Samsung to supply SOCAMM2 LPDDR modules to Nvidia
Samsung Electronics has moved ahead in the race to supply next-generation AI server memory, providing Nvidia with samples of its SOCAMM2 LPDDR-based modules. The development signals...
Friday 19 December 2025
Nvidia doubles down on open-source AI to cement GPU dominance amid rivals' retreat
On December 15, 2025, US time, Nvidia announced the acquisition of open-source scheduling software company SchedMD and introduced Nemotron 3, a new series of open-source large language...
Thursday 18 December 2025
China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage
As global demand for AI computing power intensifies, China's domestic GPU sector has reached a milestone. Following Moore Threads' successful IPO earlier this month, MetaX, a GPU...
Thursday 18 December 2025
Google reportedly launches TorchTPU project to boost TPU compatibility with PyTorch
Google has reportedly initiated the TorchTPU project to enhance support for the PyTorch machine learning framework on its tensor processing units (TPUs), aiming to challenge the software...
Wednesday 17 December 2025
MetaX jumps in Shanghai IPO as China pushes homegrown GPUs
MetaX, a Chinese graphics processor startup founded by former Advanced Micro Devices engineers, soared in its trading debut on Shanghai's STAR Market on December 17, 2025. The rally...
Wednesday 17 December 2025
Samsung Foundry reportedly wins Intel 8nm order after Nvidia
Samsung Electronics' foundry division is reported to have secured an 8nm manufacturing order from Intel, adding another blue-chip customer to its mature advanced-node portfolio after...
Wednesday 17 December 2025
UMT powers Taiwan's role in the rise of orbital data centers
With a recent launch by the American startup Starcloud of a satellite equipped with Nvidia's H100 graphics processor—and the first successful training of an artificial-intelligence...
Wednesday 17 December 2025
China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and...

Wednesday 17 December 2025
Nvidia H200 volatility disrupts China's SOE compute strategy
China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned...
Wednesday 17 December 2025
Commentary: Intel's SambaNova move signals AI chip consolidation era
Intel is reportedly seeking to acquire SambaNova, a prominent AI inference chip specialist. The deal has a high probability of closing, primarily due to a significant governance alignment:...
Wednesday 17 December 2025
Nvidia seeks solutions as AI data centers push power supply limits
As artificial intelligence applications and model scales continue their rapid expansion, the technology industry faces a mounting infrastructure crisis: power supply cannot keep pace...