Nvidia Supply Chain and Competition
Past coverage from 0 countries · Last active Jul 8, 2026
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Samsung Electronics begins mass production of a new eSSD for Nvidia's platform, while also surpassing Nvidia's quarterly profit record. Meanwhile, Chinese AI startups are developing their own chips to reduce reliance on Nvidia and Huawei, and Nvidia's Taiwan supply chain is investing heavily in real estate amid the AI boom.
Samsung begins mass production of new eSSD for Nvidia's Vera Rubin platform
- Samsung Electronics has begun mass production of its new enterprise solid-state drive (eSSD), the PM1763, designed for Nvidia's upcoming 'Vera Rubin' platform. - The new eSSD features advanced 9th-gen V-NAND technology and a 4nm controller, offering improved performance and power efficiency for AI infrastructure. - With capacities up to 16TB, the drive boasts read/write speeds of up to 28,400 MB…
Chinese AI Startup DeepSeek Developing Own Chip to Cut Reliance on Nvidia, Huawei
- Chinese AI startup DeepSeek is developing its own artificial intelligence chip to reduce reliance on Nvidia and Huawei hardware. - The chip is intended for AI inference, not training, and the projec…
China's DeepSeek developing own AI chip to cut reliance on Nvidia, Huawei
- Chinese AI startup DeepSeek is reportedly developing its own AI chip, aiming to reduce its reliance on Nvidia and Huawei hardware. - The chip is designed for inference, the process of using a traine…
NVIDIA's Taiwan Supply Chain Invests Over $130 Billion in Real Estate Amid AI Boom
- Taiwan's commercial real estate market is booming, driven by AI companies and their supply chains. - NVIDIA's Taiwanese supply chain partners have invested over $130 billion (NT$4 trillion) in comme…
Samsung Surpasses Nvidia, Must Firmly Shake Off US, China, Japan Pursuit
- Samsung Electronics reported a preliminary operating profit of 8.94 trillion won for the second quarter, surpassing Nvidia's quarterly record. - The company's revenue reached a record 171 trillion w…
Samsung's Q2 Profit Doubles Last Year's Annual Earnings, Surpasses Nvidia
- Samsung Electronics announced preliminary Q2 earnings, with operating profit significantly exceeding last year's annual profit. - The company's Q2 operating profit of 89.4 trillion won surpassed Nvi…
