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statement輝達 8 月推出 NVHBM。abmedia_newspredictionSK 海力士與三星恐淪為只供應 DRAM 單元的承包商。韓媒中央日報statement國巨併購版圖再擴張。abmedia_newsstatement陳泰銘因橫跨收購雙方,已在董事會表決時自請迴避。abmedia_newsstatement此收購補齊封裝之外的測試拼圖。abmedia_newsstatement收購總額約 7,671 萬新幣,全數以自有資金支付。abmedia_newsstatement收購溢價 129.31%。abmedia_newscommitment同欣電以每股 2.30 新幣收購新加坡上市的 GTC,並推動下市私有化。abmedia_newspredictionGoogle's TPU chip business could surpass Nvidia, with sales projected to reach 100 billion US dollars by 2028.abmedia_newsstatementNvidia's premarket share price fell more than 5%.abmedia_newsallegationNvidia's board is investigating a relationship between Jensen Huang and Chinese spies.abmedia_newsstatementAnthropic-related lease payments amount to about 161 billion US dollars.Epoch AIstatementTPU quarterly shipments doubled to about 800,000 units.Epoch AIstatementGoogle launched two new chips, TPU 8tx and 8i Max, marking the first time it has released four TPU models in a single year.GoogleallegationHuang Ren-hsun's extramarital affair involves a suspected Chinese spy.黃仁勳婚外情牽涉疑似中國間諜statementAn ASIC industry figure said that as long as TSMC provides capacity, customers will take it all.ASIC 業界人士allegationChips are piling up in Hong Kong.部分獲授權處理 H200 的公司疑為空殼,晶片又在香港堆積。allegationSome companies authorized to handle H200 are suspected of being shell companies.部分獲授權處理 H200 的公司疑為空殼allegationNVIDIA is reportedly intending to slow down chip orders.工商時報報導statementFundaAI estimates the first batch of 6,000 racks at about 1.05GW, which differs from 廣發證券's estimate.FundaAI

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