[Core Information] Nvidia’s revenue doubled, Micron acquired panel factory to develop packagingNvidias performance surges sharply, data center business becomes core pillarNvidias financial report for the second quarter o...

[Core Information] Not only NVIDIA is making money, but also these IC companies will be taking advantage of AI in the second half of the year!Artificial intelligence has become the strongest growth core engine of this ro...

[Core Information] Two major analog OEMs have entered NVIDIA’s supply chain, and Jinghe Integrated 28nm has passed verification1. TI and Infineon enter NVIDIA GB200 supply chain, diversifying power management suppliersTi...

Infineon and TI join Nvidias supply chain, opening up the AI power supply market with hard powerAI computing hardware is iteratively accelerated, and the server power architecture is fully upgraded.Recently, Infineon and...

[Core News] AI drives Marvell chip prices to rise, Nvidia GB200 orders surge1. Price increases for Marvell’s entire product line, effective in early 2025time: From January 1, 2025Price increases across the boardReason: A...

[Core Information] DRAM price outlook next year will fall, Nvidia’s new chips face delivery delays1. Institutions: DRAM prices will fall across the board in 2025DDR4/LPDDR4X due toSufficient supply, weak demandAlready th...

[Core News] DrMOS devices overheat, affecting the mass production of Nvidia’s next-generation AI system1. DrMOS overheating hinders Nvidia’s GB300/B300 mass productionMing-Chi Kuo’s report pointed out that Nvidia’s next-...

[Core News] Apple/MediaTek postpone 2nm, Nvidia RTX 5090 released🔥 A quick overview of cutting-edge newsFlagship chip collective upgrade: Due to cost and yield issues, Apple and MediaTek have postponed the adoption of T...

【芯资讯】AI 算力驱动分销与存储复苏，英伟达 H20 重启、博通发力 AI 网络（2025.7.16）本期核心看点：AI 算力需求持续引爆产业链，全球分销商业绩两位数高增、存储厂商出货量上调；英伟达 H20 恢复对华销售、博通发布 AI 专用交换芯片，国产氮化镓、电机驱动芯片同步突破。一、分销商业绩：AI 服务器拉动，双雄上半年两位数增长1. 大联大：上半年营收近 5000 亿新台币，年增 28.1%6 月营收：832.1 亿新台币（...

NVIDIA × RISC-V, TSMC AI surge, domestic AI chip breakthrough: full analysis of six core semiconductor events (July 2025)In mid-July 2025, the global semiconductor industry will usher inAI computing power, advanced manuf...