➀ Global semiconductor market surged to $180 billion in 2Q 2025, up 19.6% YoY, led by NVIDIA's $45B revenue and robust memory sector growth;

➁ Memory giants SK Hynix (26% QoQ) and Micron (16%) drove gains, while tariffs and AI demand shaped market dynamics;

➂ 2025 full-year growth forecasts revised to 13-16%, with uncertainties around U.S.-China trade tensions and smartphone market declines.

➀ Huawei's UCM software optimizes AI data distribution across multiple memory types to bypass HBM dependency, achieving 22x throughput gain and 90% latency reduction;

➁ Tested in China UnionPay's real-world applications, the tool addresses China's HBM supply constraints under U.S. export controls;

➂ Aligns with China's push for tech independence, including reported restrictions on Nvidia's H20 GPUs and reduced reliance on Western hardware.

➀ A Taiwanese tech enthusiast unboxed an Amazon-purchased Gigabyte RTX 5070 Ti live on YouTube only to find a bag of salt replacing the GPU；

➁ This marks the user's second Amazon mishap, following a prior order of an ASUS RTX 5090 missing its GPU core；

➂ High GPU prices in Taiwan drive consumers to overseas Amazon purchases, despite risks of fraudulent sellers.

➀ China reportedly urges domestic companies to avoid using NVIDIA's H20 chips for government-related purposes, citing security and environmental concerns;

➀ NVIDIA denies claims of H20's military applications, stating China has sufficient domestic alternatives for government operations;

➂ Tensions escalate as U.S. and China vie for semiconductor dominance, with potential impacts on NVIDIA's market strategy and AI chip exports.

➀ NVIDIA introduces RTX PRO 6000 Blackwell GPU servers for enterprise systems, partnering with Cisco, Dell, HPE, and others;

➁ The 2U servers deliver 45× higher performance and 18× energy efficiency improvements over CPU-only systems, accelerating AI, analytics, and industrial applications;

➂ Features include advanced Blackwell architecture, 4× faster graphics rendering, multi-instance GPU virtualization, and compatibility with NVIDIA’s AI Enterprise software ecosystem.

➀ NVIDIA announced two new workstation GPUs: RTX Pro 4000 SFF Blackwell Edition (dual-slot, low-profile) with 24GB GDDR7, 8960 CUDA cores, and 70W TDP;

➁ The RTX Pro 2000 Blackwell offers 16GB memory, 4352 CUDA cores, and reduced NVENC/NVDEC engines for cost-sensitive applications;

➂ Both target SFF workstations, with the Pro 4000 Blackwell emphasizing compute performance and the Pro 2000 serving display/output needs.

➀ NVIDIA announced 2U rackmount servers with RTX Pro 6000 Blackwell GPUs at SIGGRAPH 2025, targeting enterprise AI deployments;

➀ Partner companies including Dell and HPE will offer compact servers with dual GPUs, reducing space and cooling needs compared to 4U systems;

➂ The RTX Pro 6000's air-cooled design offers a cost-effective alternative to liquid-cooled B200/B300 GPUs, ideal for edge computing.

➀ NVIDIA launches two new Blackwell-based professional GPUs: RTX Pro 4000 SFF and Pro 2000, targeting AI and workstation use cases.

➁ The RTX Pro 4000 SFF offers doubled AI performance and 24GB ECC GDDR7 memory at 70W TDP, while the Pro 2000 delivers 1.5x faster 3D rendering and 16GB GDDR7.

➂ Both GPUs will be available through system integrators like Dell, HP, and Lenovo later this year, with pricing yet to be disclosed.

➀ Nvidia and AMD allegedly agreed to pay 15% of China-sourced GPU revenues to the U.S. government to unlock restricted AI chip exports, including H20 and MI308 models;

➁ The unprecedented revenue-sharing deal reflects a strategic shift in U.S. export controls, balancing security concerns with market competition;

➂ Chinese state media criticized Nvidia's H20 chips as 'unsafe,' mirroring Western scrutiny of Chinese semiconductors, amid rising AI chip rivalry.

➀ Intel CEO Lip-Bu Tan is set to meet President Trump to address concerns over his ties to China and reaffirm Intel's commitment to U.S. semiconductor independence.

➁ Intel faces mounting challenges, including a 50% valuation drop, workforce reductions, and delayed Ohio plant development, compounded by political scrutiny over its CHIPS Act funding.

➂ Trump's stringent semiconductor policies, including 100% tariffs on non-domestic chip production and revenue-sharing demands for AI GPU exports to China, highlight escalating U.S.-China tech tensions.

➀ The PNY GeForce RTX 5080 OC, priced at $999, is back in stock with MSRP after initial shortages, targeting high-end gaming and 4K performance.

➁ It features 16GB GDDR7 VRAM, 10,752 CUDA cores, and boosts up to 2.62GHz, with triple-fan cooling and improved ray-tracing/DLSS 4 capabilities.

➂ Despite its premium cost, the GPU is a top choice for ultra-settings 4K gaming, though it demands a robust PSU and careful budget consideration.

➀ The U.S. White House allows NVIDIA and AMD to export AI chips to China under a licensing agreement requiring 15% of revenue to be paid to the U.S. government, expected to generate $2 billion in 2025;

➁ NVIDIA plans to sell over $15 billion of its H20 chip (a downgraded product for compliance) to China, while AMD aims for $800 million in M1308 chip sales, amid debates over export restrictions and technology competitiveness;

➂ NVIDIA emphasized the need for flexible export controls to maintain U.S. leadership in AI, with potential expansion of the licensing model to semiconductor manufacturing equipment.

➀ PCI-SIG announced PCIe 8.0, targeting a 2028 release, which will double the throughput compared to PCIe 7.0;

➁ A PCIe 8.0 x16 link will offer 1TB/s bandwidth, a significant leap from PCIe 5.0's 128GB/s;

➂ The rapid evolution of PCIe standards is driven by growing demands from AI and high-performance computing applications.

➀ ASUS launches ProArt GeForce RTX 50 series GPUs featuring a USB Type-C port with DisplayPort compatibility and 16GB GDDR7 memory.

➁ Powered by NVIDIA Blackwell architecture and DLSS 4, the cards enable high-resolution gaming, AI-driven tasks (up to 1858 TOPS), and enhanced workflows for creators.

➂ Designed for professionals and gamers, it supports multi-device setups, 4K editing, and AI content creation with improved thermal efficiency and minimalist aesthetics.

➀ NVIDIA's RTX 5090 GPU, specifically the Zotac Gaming Solid OC variant, is available at its lowest-ever price of $2,399 for Amazon Prime members, marking a $400 discount from its launch price.

➁ Equipped with 32GB GDDR7 VRAM and 21,760 CUDA cores, this GPU delivers 25% better performance than the RTX 4090, making it ideal for gaming and AI-driven tasks.

➂ The card requires a robust power supply and remains a premium investment despite increased availability post-launch.

➀ Nvidia and OpenAI launched open-source AI reasoning models, potentially enhancing U.S. dominance in AI through accessible tools;

➁ Intel's 18A process reportedly faces low yields, raising concerns about its economic viability;

➂ Efficient Computer's reconfigurable hardware 'Electron E1' claims 10-100x power efficiency gains, with a compiler-dependent IC nearing release.

➀ The Asus TUF A15 with RTX 4060 GPU is on sale at Staples for $649, offering a $250 discount;

➁ Features include AMD Ryzen 5 7535HS, 16GB DDR5 RAM, upgradable 512GB SSD, and a 144Hz 1080p display;

➂ A budget-friendly option for gaming and productivity, despite using last-gen GPU tech.

➀ Two Chinese nationals face up to 20 years in prison for illegally exporting AI GPUs worth tens of millions to China via shell company ALX Solutions Inc., bypassing U.S. export controls;

➁ Shipments were routed through Singapore and Malaysia, with payments traced to Hong Kong and Chinese entities;

➂ The GPUs, speculated to be NVIDIA’s H100 or B200, were labeled fraudulently to avoid detection.

➀ The DAC event highlighted Siemens and NVIDIA's collaboration to integrate AI into EDA tools, addressing semiconductor design complexity and efficiency challenges.

➁ Siemens introduced its AI-driven EDA system for enhanced design workflows, while NVIDIA showcased CUDA-X libraries and NeMo frameworks to accelerate AI adoption in chip design.

➂ The partnership emphasizes AI's role in improving productivity, with NVIDIA's inference microservices and Siemens' domain-specific AI models targeting PCB and IC design optimization.