Tag: semiconductors

Nvidia’s Jensen Huang states that cutting-edge AI GPUs like Blackwell and Rubin should primarily benefit the US, limiting access to China.

Foxconn’s April revenue rose almost 30% year-over-year, driven by expanding production of AI server systems for Nvidia.

Surging demand for storage solutions amid AI growth pushes suppliers to secure SSD and HDD sales through multiyear contracts.

Nvidia’s presence in China’s AI accelerator market has vanished, as the company’s share reportedly fell to zero amid ongoing export restrictions.

Intel appoints Alex Katouzian from Qualcomm as EVP and CEO of Client Computing and Physical AI, with Pushkar Ranade named CTO to boost innovation.

Nvidia now depends on Asian suppliers for 90% of its production costs, up from 65% last year, amid growth in AI hardware manufacturing.

Toto, known for advanced toilets, has increased earnings by supplying electrostatic components for NAND memory amid chip shortages and AI growth.

Nintendo’s stock declines 45% as memory chip shortages and US tariffs challenge its Switch 2 console sales prospects.

Nvidia is reducing shipments of Jetson developer platforms using LPDDR4 memory due to ongoing supply constraints impacting the chip industry.

Nebius has purchased AI startup Eigen for $643 million to boost chip efficiency for AI workloads in its cloud infrastructure.

Intel prepares to ramp up production of its 18A node and introduces the upgraded 18A-P process with improved performance and thermal management.

Huawei is poised to boost its accelerator sales in China by at least 60% this year, cementing its position as a market leader.

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