News
NVIDIA makes a significant move into 'server CPUs'; Jensen Huang announces the upcoming launch of the Vera CPU. - 富途资讯
2+ hour, 14+ min ago (19+ words) NVIDIA makes a significant move into 'server CPUs'; Jensen Huang announces the upcoming launch of the Vera CPU....
Intensive construction of low-orbit satellite networks drives chip companies to compete in the chip-making sector. - 富途资讯
5+ hour, 38+ min ago (18+ words) Intensive construction of low-orbit satellite networks drives chip companies to compete in the chip-making sector....
NVIDIA Expands Partnership with CoreWeave; Announcement of New CPU Deployment Draws Attention - 富途资讯
9+ hour, 31+ min ago (12+ words) NVIDIA Expands Partnership with CoreWeave; Announcement of New CPU Deployment Draws Attention...
Surging demand for AI computing power and storage is driving a supercycle in semiconductor equipment, ushering in a new bull market.
1+ week, 2+ day ago (346+ words) Against the backdrop of a global surge in AI computing power infrastructure development and the macro environment of a 'super cycle' for memory chips, semiconductor equipment manufacturers are poised to be the biggest beneficiaries of the rapid expansion in production…...
Bank of America: The storage industry is increasingly resembling 'chip foundry,' with reduced cyclicality and high profit margins.
1+ week, 2+ day ago (381+ words) The latest research report from BofA Securities points out that the business model of the global memory chip industry is increasingly resembling the semiconductor foundry industry, exhibiting characteristics similar to foundries: notably reduced cyclicality, stable pricing, and continuously improving profit…...
The race for advanced process technology intensifies! Jensen Huang is reported to have 'secured' production capacity at Taiwan Semiconductor.
1+ week, 3+ day ago (418+ words) This week, $Taiwan Semiconductor (TSM.US)$ as earnings reports were released and market capitalization hit new highs, a story about chip giants scrambling to secure capacity from Taiwan Semiconductor gained widespread attention. According to renowned technology analyst Ming-Chi Kuo, typically,…...
GGII: Lithium battery cathode material shipments to increase by 50% in 2025, industry to see 'both volume and price rise"
1+ week, 3+ day ago (349+ words) In 2025, the shipment volume of China's lithium battery cathode materials reached 50.25 million tons, a year-on-year surge of 50%, doubling from 24.8 million tons in 2023; it is expected that the shipment volume will increase to over 65 million tons in 2026, with the industry maintaining…...
The 'Red vs. Blue' battle in the laptop market has begun! Intel strikes back with its 1.8-nanometer process technology to fiercely compete against AMD.
2+ week, 6+ day ago (344+ words) Cailian Press, January 6 (Editor Shi Zhengzhi) With the readiness of the '18A' (1.8-nanometer) process, $Intel (INTC.US)$ finally sounded the counterattack horn in the consumer-grade CPU market in 2026. During the earlier release event today, Intel officially launched its third-generation Core Ultra…...
Meta has postponed the launch of Ray-Ban smart glasses in Europe.
2+ week, 6+ day ago (212+ words) Meta Platforms $Meta Platforms (META.US)$ It was announced that the company would postpone the launch of its latest smart glasses to countries outside the United States. Brown Jaloza wrote: 'Since the launch of [this model] last fall, we have…...
Joining NVIDIA Rubin's first batch of cloud service providers: NEBIUS to launch Vera Rubin NVL72 computing cluster in the second half of 2026.
2+ week, 6+ day ago (273+ words) NEBIUS announced that it will provide the NVIDIA Vera Rubin NVL72 GPU in the US and European markets in the second half of 2026. According to Zhitong Finance APP, $NEBIUS (NBIS.US)$ It was stated that, starting from the second half of…...