Margins Are Not the Point: Jensen Huang Explains NVIDIA's RTX Spark AI PC Bet
INSIDE 硬塞 AI15h agoHardwareRTX Spark's announcement immediately raised questions about competition with Apple Silicon. The article focuses on Jensen Huang's explanation of NVIDIA's AI PC strategy and the role of margins in that decision. The supplied excerpt is only an introduction, so it does not include Huang's full answer, product specifications, or market plans.
Samsung to Build $1.5B Vietnam Chip Testing Plant for AI-Driven Memory Shortage
INSIDE 硬塞 AI6d agoHardwareSamsung is investing $1.5 billion to build its first chip testing plant in Vietnam, aiming to respond to memory supply gaps created by surging AI demand. The report says AI-related demand has crowded out capacity for traditional DRAM and NAND products, creating pressure in legacy memory supply. The move also reflects Samsung’s broader supply-chain diversification strategy amid U.S.-China competition and rising geopolitical risk.
TSMC Denies Bonus Cut Rumors, Says Annual Employee Bonuses Still Up Over 30%
INSIDE 硬塞 AI6d agoBusinessINSIDE reports that TSMC addressed rumors claiming employee bonuses would be cut by 15%. President C.C. Wei said that, if performance remains unchanged, annual bonuses would still increase by more than 30%. He framed the move as balancing employee care with social responsibility, while also promising that raises for frontline employees would exceed those for managers.
SK Hynix Market Cap Hits $1 Trillion, Becoming Asia's Third Trillion-Dollar Company★ 85
INSIDE 硬塞 AI6d agoBusinessDriven by surging AI demand for High Bandwidth Memory (HBM), SK Hynix's market cap has officially surpassed $1 trillion, joining TSMC and Tencent as Asia's third trillion-dollar company. This milestone highlights SK Hynix's dominant position in the AI hardware supply chain. It also signals a fundamental shift for the memory industry, transforming it from a cyclical commodity into a critical pillar of AI infrastructure.
Taiwan Stock Market Surpasses India as 5th Largest Globally, Driven by TSMC's $2T Valuation★ 72
INSIDE 硬塞 AI7d agoBusinessDriven by the global AI hardware boom, TSMC's market capitalization has surpassed $2 trillion, propelling Taiwan's stock market value past India's to become the fifth-largest globally. However, this milestone highlights a significant structural risk: TSMC alone now accounts for 42% of Taiwan's total market weight. The shift underscores intense capital concentration within the critical AI semiconductor supply chain.
From $2 to $760B: The Two Strategic Bets That Fueled Lisa Su's AMD Turnaround
INSIDE 硬塞 AI8d agoBusinessWhen Lisa Su became AMD's CEO in 2014, the company was near bankruptcy with a $2 stock price. She turned it around through two critical bets: transitioning advanced manufacturing entirely to TSMC, and pioneering the modular "Chiplet" architecture. These strategic moves allowed AMD to leapfrog Intel in performance and efficiency, driving its market cap past $760 billion.
Huawei Challenges TSMC with "τ Scaling Law" Aiming for Equivalent 1.4nm Chips by 2031★ 75
INSIDE 硬塞 AI8d agoHardwareTo bypass US semiconductor equipment sanctions, Huawei has introduced the "τ (Tau) scaling law." Instead of physical transistor shrinking, this approach focuses on reducing signal propagation delay via design-level innovations like logic folding. Huawei aims to achieve performance equivalent to a 1.4nm node by 2031, challenging TSMC's lithography-centric dominance.
Samsung’s memory chip employees negotiated $340,000 bonuses this year
The Verge AI11d agoBusiness三星電子與其半導體部門員工達成一項初步協議，成功化解了迫在眉睫的 18 天罷工危機。根據協議細節，部分員工今年將有資格獲得平均高達 34 萬美元（約合新台幣 1100 萬元）的年度獎金。此次爭議的核心在於半導體部門的獎金上限制度，而隨著 AI 浪潮帶動記憶體晶片需求與利潤暴增，員工積極爭取與獲利相匹配的報酬。
「當我們要求加快量產，就應該分擔投資」蘇姿丰親解 AMD 百億美元的台灣佈局邏輯★ 75
INSIDE 硬塞 AI11d agoBusinessAMD 執行長蘇姿丰透露在台灣投資百億美元的背後邏輯。她指出，AMD 積極採用 2.5D、3D 及 CoWoS、EFB 等先進封裝技術，當要求合作夥伴加速量產時，AMD 理應共同分擔投資。這筆百億資金不僅是實質支持，更是對台灣頂尖半導體技術投下的巨大信任票。
[AINews] Cerebras' $60B IPO: Slowly, then All at Once★ 85
Latent Space17d agoBusiness晶片獨角獸 Cerebras Systems 正式啟動估值高達 600 億美元的 IPO 案。這家以「晶圓級引擎（WSE）」巨大晶片聞名的公司，長期以來致力於透過單一超大晶片解決 AI 運算瓶頸。本次 IPO 不僅是半導體與 AI 領域的重大里程碑，也象徵著市場對 Nvidia 替代方案的強烈渴望與資金挹注。