Loop Capital Predicts Super Micro Computer (SMCI) May Face Challenges in 1HCY2025 Until Key Tier 2 Customers Receive GB200 Allocation in May/June 17:22January 23, 2025
TSMC Reportedly Declines Samsung’s Proposal for Mass Production of Exynos Chipsets with Advanced Lithography 22:16January 15, 2025
Morgan Stanley Analyzes TSMC: AMD and Broadcom Decreasing CoWoS-S Capacity Amid Weaker Demand, Paving the Way for NVIDIA to Transition to CoWoS-L for GB300A Production 19:46January 15, 2025
Analyst Predicts Stricter NVIDIA AI GPU Export Control Regulations Under Trump Administration 18:32January 14, 2025
NVIDIA Investors Unfazed by Blackwell Overheating Concerns; China Semiconductor Association Criticizes New Chip Restrictions as “Technological Hegemony” 15:06January 14, 2025
Global Bank Projects NVIDIA Will Generate $236 Billion Revenue From Datacenter GPUs by CY2025 15:17January 13, 2025
Comma.ai President Praises Tesla FSD v13 as “Really Good” and Announces Purchase of NVIDIA Hardware Over AMD 17:49January 12, 2025