➀ Silex Technology America, Inc. has launched the SX-PCEBE, the world's first embedded radio module supporting Wi-Fi 7 (802.11be) and Bluetooth 5.3.
➁ The module is equipped with Qualcomm’s QCC2076 SoC and supports dual-band simultaneous operation across 2.4GHz, 5GHz, and 6GHz.
➂ It is designed for AI-driven devices and works seamlessly on platforms like NVIDIA, Qualcomm, and NXP.
➀ The GeForce RTX 5090 and 5080 are almost impossible to find in stock due to high demand and scalpers.
➁ NVIDIA has reintroduced its Verified Priority Access program to help gamers and creators purchase these GPUs.
➂ The program is currently limited to the GeForce RTX 5090 and 5080, and requires applicants to have created an NVIDIA account before January 30, 2025.
➀ Traditional RF board design strategies are insufficient for high frequencies and dense layouts;
➁ Keysight and Modelithics collaborate on an advanced RF board simulation workflow;
➂ The use of 3D passive component models enhances simulation accuracy and reduces the risk of board re-spins.
➀ Samsung Vice Chairman Jeon Young-hyun met with NVIDIA CEO Jensen Huang to discuss supplying 8-Hi HBM3E memory for AI GPUs.
➁ Despite delays, Samsung aims for certification by early 2025, while SK hynix has taken most of NVIDIA's requests.
➂ Samsung was expecting to have its HBM3E memory quality certification achieved by 2H 2024, but it missed that by a long shot.
➀ Samsung's top chip executive visited Nvidia's headquarters in the US;
➁ He brought a sample of the company's latest 1b DRAM;
➂ The purpose of the visit was to discuss the potential use of the improved DRAM for HBM.
➀ Jonah Alben, Nvidia's GPU Senior Vice President, is a key figure in Nvidia's success in the Chinese AI computing market.
➁ Alben was appointed by Huang Renxun to maintain local business after the U.S. government began to limit Nvidia's exports to China.
➂ Alben's approach involved lowering the performance of Nvidia's top products to meet compliance requirements.
➀ Nvidia's GeForce RTX 5090 supply is expected to be 'stupidly high' next month as excess yields from TSMC's GB200 wafers are repurposed for consumer-grade GB202 chips.
➁ The demand for data center GB200 chips fell short of Nvidia's projections, leading to the reallocation of wafers.
➂ This change reflects the shift in focus from data center to consumer-grade GPUs, with almost 90% of Nvidia's revenue coming from data center offerings.
➀ NVIDIA的GeForce RTX 5090显卡需求旺盛，但库存有限；
➁ 为了应对需求，NVIDIA利用多余的TSMC产能生产更多的RTX 50系列GPU；
➂ 预计RTX 5090的供应量将显著增加，影响黄牛；
➃ 即将推出的产品包括RTX 5070 Ti、RTX 5070和RTX 5060。
➀ Custom GeForce RTX 5070 Ti models from NVIDIA's partners are listed at Micro Center, with most priced above the MSRP of $749;
➁ Only one model, a factory overclocked PNY GeForce RTX 5070 Ti, is priced at $750;
➂ The GeForce RTX 5070 Ti was announced with a launch MSRP of $749, $50 less than the GeForce RTX 4070 Ti's launch price;
➃ Prices range from $899.99 to $1,009.99 for various models;
➄ The GeForce RTX 5070 Ti doesn't release to retail for another five days, and initial inventories may sell out quickly.
➀ Nvidia has removed supercapacitor shelves from its GB300 NVL72 design due to technical and mass-production challenges.
➁ The decision may influence CSPs' future adoption of supercapacitors.
➂ Nvidia is exploring alternative energy storage capacitors for power shelves.
➃ Musashi's goal to reach 6.5 million units annually by 2026 is being monitored.
➀ Arm is reported to be planning to sell proprietary chips, with Meta being one of its first customers.
➁ The move is driven by the need for hyperscalers to use ASICs in datacentres to avoid high costs associated with Nvidia GPUs.
➂ Arm's recent trial with Qualcomm highlighted its CEO's strategy document, which included plans for Arm to build its own chips.
➀ NVIDIA和MediaTek正在合作开发一款新的AI智能手机芯片和基于Arm架构的AI PC处理器，预计将在2025年Computex上发布。
➁ 这项合作旨在加强NVIDIA在定制芯片市场的地位。
➂ AI PC芯片将采用TSMC的3nm工艺和Blackwell架构。
➀ A blog post titled 'The Short Case for Nvidia Stock' gained over 500,000 views in 24 hours, despite the author not being a prominent figure in the investment community.
➁ The post linked DeepSeek's technical details to Nvidia's valuation, sparking a debate on Nvidia's future.
➂ Despite a significant drop in Nvidia's stock value, investors like Cathie Wood and Aswath Damodaran remain optimistic, highlighting the company's strengths and the evolving AI market.
➃ The article discusses the challenges Nvidia faces, such as in the AI chip market and the impact of DeepSeek's technology.
➄ It also examines Nvidia's competitive advantages, including cost-effectiveness and system architecture.
➀ Several reports indicate that RTX 5090 FE GPUs are melting their power cables despite Nvidia's earlier claims that the issue affecting RTX 4090 GPUs would not recur.
➁ A Redditor posted images of their Asus RTX 5080 GPU suffering from a melted connector during normal use.
➂ The user experienced a red light on the GPU, indicating an improperly seated pin, and found that the power connector had melted on the PSU side.
➀ According to Jensen Huang, CEO of NVIDIA, AI is more likely to augment jobs than fully replace them, automating up to 80% of tasks.
➁ Huang compares this shift to the early invention of electricity, heralding the beginning of a new Industrial Revolution.
➂ He suggests that AI advancements are outpacing Moore's Law, with computing power increasing by a million times in 10 years.
➀ The GeForce RTX 5060's launch has been pushed back to April 2025 due to 'chip supply constraints';
➁ The delay affects the RTX 5070, RTX 5080, and RTX 5090, with limited supply expected leading to instant sellouts;
➂ The AI boom is increasing semiconductor demand, impacting the availability of the new GeForce RTX 50 Series.
➀ NVIDIA has released the high-end GeForce RTX 5090 and GeForce RTX 5080, but faced shortages and price increases.
➁ The GeForce RTX 5070 may be delayed to counter AMD's Radeon RX 9070 launch.
➂ AMD's Radeon RX 9070 XT is expected to be released in March, with rumors of a price range between $599 and under $899.
