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29.09.26 - 07:00
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Samsung Electro-Mechanics to invest US$5 billion in ABF substrate expansion (Digitimes)
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Samsung Electro-Mechanics said it will invest KRW6.78 trillion (about US$5 billion) in South Korea and Vietnam to expand ABF substrate production for AI servers and high-performance computing (HPC) markets. Part of the funding reportedly comes from advance payments by Nvidia and other global technology companies. With Samsung Electro-Mechanics having already entered Nvidia's NVSwitch and Groq 3 supply chains, the two companies' cooperation is expected to extend from an existing supply relationship to dedicated capacity....
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29.09.26 - 06:36
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AMD acquires ′godmother of AI′ Li Fei-Fei′s start-up as battle with Nvidia intensifies (SCMP)
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US chip giant Advanced Micro Devices (AMD) has agreed to acquire World Labs, the artificial intelligence start-up founded by renowned Chinese-American computer scientist Li Fei-Fei, for US$8.2 billion in an all-stock deal, as the company steps up its rivalry with Nvidia.
The acquisition, expected to close by the end of this year, would integrate World Labs' research team and spatial-intelligence model expertise into AMD, according to an announcement on Monday.
Li, a Stanford University professor......
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29.09.26 - 05:45
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Research: Citi: NVIDIA Corporation USD150B Buyback Authorization Positive (AAStocks)
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Citi said in a report that NVIDIA Corporation (NVDA.US) announced an additional USD150 billion share buyback authorization, bringing total buybacks through fiscal 2028 to USD235 billion. The broker viewed the move positively and maintained its Buy rating and USD315 TP.Citi believes the expanded buyback reflects NVIDIA Corporatio......
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29.09.26 - 05:15
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Meta Platforms, Inc. Signs AI Infrastructure Agreement with Firmus (AAStocks)
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Meta Platforms, Inc. (META.US) has signed an AI infrastructure agreement with Australian company Firmus to provide graphics processing unit computing capacity for Meta's data center facilities in SE Asia.Under the agreement, Firmus will provide contracted capacity and expansion options based on NVIDIA Corporation (NVDA.US)'s end......
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29.09.26 - 00:48
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Nvidia′s Glass Packaging Push Could Reshape AI Chips (24/7 Wall St.)
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Glass could help Nvidia build larger AI chip packages with denser connections and room for more high-bandwidth memory. Rising HBM prices increase the economic stakes of every packaging decision. SCHMID is supplying equipment to companies developing glass-core substrates, but technical and customer qualification hurdles remain. Nvidia (NASDAQ: NVDA) has made investors accustomed to dramatic improvements in […]...
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