Nvidia Sticks with HBM: No Immediate Shift to HBF in Sight

April 30, 2026 – In February this year, SK Hynix and SanDisk jointly hosted the “Launch Event of the HBF Specification Standardization Alliance,” officially unveiling HBF (High Bandwidth Flash), a next-generation memory solution tailored for the AI inference era, and announcing their global standardization strategy. Although the industry generally holds a positive view of HBF’s…

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NVIDIA’s Stellar Q4 Earnings Mask Hidden Risks: Circular Trading Concerns Arise

February 26, 2026 – On Wednesday after the U.S. stock market closed, NVIDIA unveiled its financial results for the fourth quarter, once again surpassing market expectations. According to the earnings report, NVIDIA’s total revenue for the quarter reached 68.1billion,outperformingthemarket′santicipated65.684 billion. This represents a significant 73% year-on-year increase from the $39.331 billion recorded in the same…

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NVIDIA CEO Declares Deepseek-R1 a Stunning Open-Source Triumph

January 6, 2026 – At CES 2026, NVIDIA’s CEO Jensen Huang unveiled the cutting-edge Vera Rubin chip, along with a suite of innovative models and datasets spanning four key sectors: language processing, robotics, autonomous driving, and healthcare. These advancements are set to further accelerate AI innovation across industries. Huang emphasized that open-source models have now…

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