Recent #NVIDIA news in the semiconductor industry

8 months ago

HP has refreshed its premium consumer laptop lineup, the OmniBook X, with new convertibles and a large clamshell design. The updates include new lattice-free keyboards and feature chips from both Intel and AMD.

The new machines range in size from 14-inch to 17.3-inch and include options for Intel Core Ultra processors and AMD Ryzen AI processors. They also feature OLED touch displays and various GPU options, including Nvidia's discrete GPUs.

HP has also introduced a lattice-free keyboard design and a range of storage and memory options. The laptops are positioned as AI-focused devices, though their AI capabilities are still in development.

AMDGPUHPIntelLaptopNVIDIAOLEDprocessor
8 months ago

➀ Nvidia的年度GPU技术大会(GTC)正在举行,黄仁勋将发表主题演讲。

➁ 预计黄仁勋将宣布Blackwell 300 AI GPU和更多产品。

➂ B300系列AI GPU预计将在今年下半年推出,下一代Rubin AI GPU预计将于2026年推出。

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8 months ago

➀ AMD's Ryzen AI Max+ 395 'Strix Halo' APU outperforms NVIDIA's RTX 5080 in AI benchmarks, offering up to 3x faster performance.

➁ The APU has up to 128GB of VRAM and combines a 16-core, 32-thread Zen 5-based processor with 50 TOPS of AI workload performance.

➂ The APU's performance is up to 3.05x faster than a discrete GPU with less than 16GB of VRAM.

AI benchmarkAMDAPUDeepSeek R1GeForce RTX 5080NVIDIAPerformanceRyzen AI Max+ 395Strix Halobenchmark
8 months ago

➀ Researchers developed lipid nanoparticles (LNPs) to deliver mRNA encoding the KRAS G12D neoantigen and cGAMP to reprogram the liver's immune environment and generate an antitumor response against metastatic pancreatic cancer.

➁ The LNPs successfully activated the type I interferon pathway, leading to the generation of CD8+ cytotoxic T cells capable of recognizing and attacking metastatic cancer cells.

➂ The study suggests that combining KRAS mRNA with a STING agonist strengthens the immune response against PDAC and offers a more effective approach than traditional immunotherapies.

2nm3D IC3nmAIAI ChipAI PCAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSK HynixSSDSoftwareSwitchTIautomotivecpucybersecuritygamingiosmemorymonitorsemiconductor
8 months ago

➀ The ASUS ESC8000A-E13P is an 8-GPU AI server designed with two AMD EPYC 9004/9005 processors and support for high-speed networking.

➁ The server features an NVIDIA MGX design and can accommodate 8x PCIe GPUs, providing 384GB of VRAM and 384 CPU cores.

➂ The review covers the external hardware overview, including the front and rear of the system, and details on the storage, cooling, and expansion options.

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8 months ago

➀ Ed reflects on the sources of €1trn and his strategy to secure a share of it;

➁ Ed discusses the possibility of the US raising €800 billion for 'ReArm Europe' and €200 billion for 'InvestAI';

➂ Ed's assignment to the EU as 'Digital Envoy' and his plan to spend on meals and indulgences to identify influential figures in the spending of the funds.

2nm3D IC3nmAIAI ChipAI PCAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSK HynixSSDSoftwareSwitchTIautomotivecpucybersecuritygamingiosmemorymonitorsemiconductor
8 months ago
1. The author avoids bubble stocks like Nvidia, which has been trading at extreme overvaluations since the second half of 2023; 2. Insider selling was aggressive in 2024, with nearly $2 billion in net liquidated value, before recession fears appeared in early 2025; 3. The author believes current Wall Street forecasts for Nvidia EPS and sales growth are overly optimistic, not accounting for potential recession and competition impacts after early year growth; 4. The trading chart shows an expanding imbalance of sellers vs. buyers since July, with a momentum pattern reminiscent of early 2008.
Investment AnalysisNVIDIAstock market
8 months ago

➀ A research team led by Professor Kyu-Young Park from POSTECH has developed technology to significantly increase the lifespan and energy density of electric vehicle (EV) batteries;

➁ The technology involves a 'nano-spring coating' technique that improves battery stability and performance;

➂ The research is published in ACS Nano and has the potential to revolutionize EV battery technology.

2nm3D IC3nmAIAI ChipAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGaNHBMHPCInfineonLaptopLinuxMicrochipNVIDIAPCIePrivacyRaspberry PiSK HynixSSDSoftwareSwitchTIautomotivecybersecurityiosmemorymonitorsemiconductor
8 months ago

➀ Deepseek, a China-based AI company, is focusing on developing new models, R2 and V4, instead of seeking revenue like its Western competitors.

➁ The company is said to be funded by its founder, Liang Wenfeng, who is also the founder of a leading hedge fund in China.

➂ Deepseek's team of 160 employees is dedicated to the development of advanced AI technologies, with a focus on reaching Artificial General Intelligence (AGI).

AIAI ChipChinaGPUNVIDIAtech industry
8 months ago

➀ The ASRock Rack 4U8G-TURIN2 presents a new approach to the classic AI server design, utilizing AMD EPYC CPUs and featuring unique server engineering aspects.

➁ The server is equipped with 2.5" drive bays, NVMe SSDs, and offers flexibility with its various connectivity options and expansion slots.

➂ The review highlights the server's design focus on PCIe expansion cards, power supplies, and rear I/O connectivity, emphasizing its capabilities for high-end card support and redundancy.

AI ServerAMDASRock RackNVIDIA
8 months ago
➀ Nvidia has announced the release of the Half-Life 2 RTX demo, which will be available on Steam from March 18th. The demo includes the first two levels with ray-traced lighting effects. ➁ The full game will be free for all Half-Life 2 owners, developed as a volunteer project by Orbifold Studios. ➂ Nvidia is also releasing RTX Remix with support for RTX Neural Rendering and DLSS 4.
NVIDIAVideo Gamegraphics
8 months ago

➀ Chinese e-tailers have listed Nvidia's GeForce RTX 5060 and GeForce RTX 5060 Ti graphics cards;

➁ The GeForce RTX 5060 12GB version is priced at ¥3,799 ($524);

➂ The GeForce RTX 5060 Ti is priced at ¥4,299 ($597);

➃ The 12GB version raises questions about the memory subsystem organization;

➄ Nvidia is expected to launch the GeForce RTX 5060-series soon.

GPUGraphics CardNVIDIA
8 months ago

➀ TSMC has proposed a joint venture with US chip designers like NVIDIA and AMD to operate Intel's semiconductor fabs, with TSMC holding no more than a 50% stake.

➁ The talks are in early stages, following President Trump's push to revitalize the US semiconductor industry.

➂ TSMC would run the operations of Intel Foundry, but wouldn't own more than 50%.

AMDBroadcomFoundryIntelJoint VentureNVIDIAQualcommSEMICONDUCTORTSMC
8 months ago

➀ TSMC and Intel are reportedly still working on a potential joint venture to run Intel's manufacturing capacity;

➁ The joint venture would involve leading American fabless chip designers such as AMD, Broadcom, Nvidia, and Qualcomm;

➂ The initiative is in response to a request from President Trump's administration to strengthen Intel and ensure continued American control.

AMDBroadcomIntelIntel FoundryJoint VentureManufacturingNVIDIATSMCfoundryinvestmentsemiconductortechnology
8 months ago

➀ A new type of miniaturized pumps and valves using ultra-thin silicon films is presented at the Hannover Messe, developed by researchers at Saarland University. These pumps and valves operate without air pressure, motors, and lubricants, and can be operated in clean rooms. The team demonstrates a prototype of a new vacuum pump that can draw a vacuum up to 300 millibars.

➁ The technology is cost-effective, lightweight, and energy-efficient compared to current methods, with a 400 times lower energy consumption compared to conventional air-driven valves.

➂ The researchers have developed a novel actuator and pump technology that can be used in various applications, including robotic grippers, speakers, smart textiles, and haptic feedback.

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