Following the latest export curbs on NVIDIA’s H20, the U.S. chip giant is said to be developing a downgraded version of the chip to be sold in China. As the revamped chip is expected to have significant cuts, particularly in memory capacity, a New Daily report hints that NVIDIA might replace HBM...

The U.S. Department of Commerce’s public comment period on proposed semiconductor tariffs closed on May 7. Notably, according to Commercial Times, major players like SK hynix and HP have weighed in. With a summary report expected this week, the industry is now bracing for tariffs that could kic...

According to TechNews, citing a post on X by @kakashiii111, official data from the Taiwanese government shows that Malaysia’s GPU imports exceeded USD 2.74 billion in April 2025, setting a new all-time high. As the report notes, the surge has raised questions about whether Malaysia is emerging as ...

As "Made in America" gains traction under Trump’s looming chip tariffs, it’s coming at a cost. While TSMC is reportedly eyeing a 30% price hike for 4nm chips made in the U.S., ijiwei notes that its top customer NVIDIA has already raised official prices across almost its entire product line to pr...

A surge in DRAM demand—fueled by stockpiling ahead of Trump’s tariffs—seems to be real. According to South Korea’s Etnews, Samsung has raised DRAM prices for the first time in over a year, with DDR4 seeing the sharpest jump. The report suggests that Samsung, finalized new pricing terms wi...