Designed for AI inference! NVIDIA retains a trump card, Rubin CPX GPU, may it change the ASIC compet
As generative AI applications flourish, AI inference has become the next main battlefield. Compared with AI training, inference is closer to terminal applications and directly determines whether AI technology can be implemented and bring actual valu...
Wafer cutting machine factory DISCO s financial forecast is poor, net profit may drop sharply, stock
DISCO, a major Japanese wafer cutting machine manufacturer, is bearish on its performance for this quarter (October-December), and its net profit may drop by 20%, which is worse than market expectations. The stock price plummeted after hearing the n...
Apple is rumored to launch its first foldable iPhone next year, and the A20 series chips will use TS
According to "Wccftech" report, Apple plans to introduce its first 2-nanometer process chips A20 and A20 Pro into the iPhone 18 series released next year, and simultaneously launch its first foldable iPhone. Sources pointed out that this p...
Texas Instruments said the chip market was recovering slowly and had a poor financial forecast, fall
Texas Instruments Incorporated announced its financial report for the third quarter of 2025 (as of September 30, 2025) after the U.S. stock market closed on Tuesday (October 21): revenue increased by 14% annually (a quarterly increase of 7%) to US$4...
Bloomberg: U.S. Department of Commerce withdraws Arrow Electronics affiliates from U.S. blacklist
Arrow Electronics, a U.S. electronic components distributor, said that its affiliates will be removed from the U.S. Department of Commerce’s sanctions list to prevent subsidiaries from facing a ban on purchasing U.S. technology. Less than two weeks...
2025 OCP Summit》Intel and Samsung OEM enter the ecosystem, NVIDIA launches Vera Rubin architecture h
At the Open Compute Project Global Summit (OCP Global Summit), NVIDIA (NVIDIA) brings the future development of GW-level artificial intelligence (AI) factories, including NVIDIA Vera Rubin NVL144 MGX next-generation open architecture rack server, ne...
Benefiting from DRAM quotations, Samsung s Q3 profit challenges a three-year high for the same perio
Global demand for AI computing is booming, and DRAM memory has entered an era of rising prices. South Korean technology giant Samsung Electronics is seizing business opportunities. Analysts are generally optimistic about Samsung’s operating performa...
Continued discussion of NVIDIA’s investment in Intel: Is AMD in big trouble?
Although NVIDIA’s $5 billion investment in Intel has not yet been approved by regulatory authorities, the market has already sparked heated discussions about possible cooperation between the two. The most eye-catching thing is that NVIDIA mentioned...
NVIDIA invests in Intel s market changes, Acer Chen Jun goes to the United States to learn about it
The semiconductor tax policy planned by US President Donald Trump considers taxes on imported electronic products based on the quantity of chips. In addition, Commerce Minister Howard Lutnick proposed the "50-5" concept of chip manufacturi...
South Africa suggests that it is indispensable for semiconductors to hold important metals, and the
In the process of upgrading diplomatic tensions, Taiwan's Ministry of Economic Affairs had previously announced the imposition of semiconductor export restrictions on South Africa to counter South Africa's cooperation with China's crackd...