NVIDIA is set to launch a new Blackwell chip for the Chinese AI market, expected to be half the price of its current H20 AI accelerator. The chip will feature GDDR7 memory instead of HBM and won’t use TSMC’s CoWoS technology, potentially reducing its performance.
Micron Technology’s forecast for the third quarter exceeds Wall Street expectations, fueled by robust demand for its high-bandwidth memory (HBM) chips used in AI applications.