Huawei’s Chief Scientist Warns: NVIDIA and the Global Chip Industry Face an Impending ‘Avalanche’

August 6, 2026 – In a rare public appearance, Liao Heng, Huawei’s Chief Semiconductor Scientist, issued a stark warning to the global tech industry: leading chipmakers, including NVIDIA, are rapidly approaching an unavoidable physical limit in their pursuit of ever-greater processing power. Liao pointed out that the decades-old semiconductor strategy of continuously shrinking transistor sizes…

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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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