Post Image

Rising memory prices erode hardware profits, Morgan Stanley lowers target price of Taiwan factory

The Memory Supercycle has had a significant negative impact on the gross profit margin and profitabi...

Read More
Post Image

The Anshi crisis did not hurt the business in the short term! ASML CEO: The worst is over

ASML CEO Christophe Fouquet said that although the Dutch government’s takeover of Nexperia has trigg...

Read More
Post Image

Takaichi Sanae plans to invest in 17 key areas such as AI and chips to boost the Japanese economy

In a government document released today, Japan’s new Prime Minister Takaichi Sanae hopes to invest i...

Read More
Post Image

China relaxes civilian exports of Nexperia chips, and global car factory supply is expected to stabi

According to foreign news reports, China’s Ministry of Commerce recently announced that it has taken...

Read More
Post Image

The memory super cycle is not over yet, Samsung is rumored to have suspended quotations, Micron cont

The memory shortage problem is becoming increasingly serious. There are rumors in the market that Sa...

Read More
Post Image

Wei Zhejia claims to buy as much green electricity as he wants, revealing the lifeline of AI semicon

Strong demand for artificial intelligence (AI) drives the rapid growth of the semiconductor industry...

Read More
Post Image

After NVIDIA changes its role, the GTC conference moves to Washington, with 20 supply chain manufact

GPU major NVIDIA (NVIDIA) has chosen Washington for this year’s GPU Technology Conference (GTC), imp...

Read More
Post Image

PCB becomes the invisible protagonist of computing power, ushering in the golden decade of the AI ​​

In the era of artificial intelligence (AI), printed circuit boards (PCBs) move from behind the scene...

Read More
Post Image

Samsung will demonstrate HBM4 and start mass production by the end of the year

According to 서울경제 (SeDaily), Samsung Electronics will display the sixth-generation high-bandwidth me...

Read More
Post Image

Huang Renxun: The AI ​​boom will not be like the dot-com bubble, and digital labor will bring multi-

NVIDIA (NVIDIA) CEO Jensen Huang said that AI factories and general generative computing will be the...

Read More
Post Image

Li Peiying: DRAM prices are better determined in the fourth quarter, and Nanya Technology continues

Recent memory market conditions, Nanya General Manager Li Peiying said that the dynamic random acces...

Read More
Post Image

Jensen Huang: Blackwell’s ultra-high-demand data center should generate its own electricity

Jensen Huang, CEO of AI chip leader NVIDIA (Nvidia Corp.), said that with the further development of...

Read More
Post Image

NVIDIA partner assisted WeChat to obtain 100,000 GB300 through Nebius

The market has been released, and Microsoft Corp. has obtained more than 100,000 NVIDIA (Nvidia Corp...

Read More
Post Image

NVIDIA DGX Spark delivery time is Minglang, and Taiwan AIB supply accounts for 70%

NVIDIA's latest DGX Spark is a mini computing device between AI PC and professional workstations...

Read More
Post Image

Intel added ASML High-NA EUV, and the 14A session becomes a life-and-death link

Intel recently issued an order to ASML again, increasing the purchase volume of High-NA EUV equipmen...

Read More