#nvidia-chip-procurement

#nvidia-chip-procurement

Samsung has reportedly swapped out its homemade OLED panels in some mid-range models for the Chinese CSOT-made OLEDs, aiming to reduce overall costs and avoid raising consumer prices.

In recent weeks, China approved the world's first commercial brain-computer interface medical device and unveiled a five-ton class electric vertical takeoff and landing aircraft that has already completed a public flight.

Either way, I think the AI boom is alive and well, but with much of the short-term hype fading away, the big question is whether the long-term trajectory is still there and whether it makes sense for investors to hit the buy button now that the near-term is somewhat less hyped while the long-term is as exciting as ever.

Nvidia has stopped production of chips intended for the Chinese market, betting that regulatory barriers in Washington and Beijing will continue to limit sales to China. The theory was that, because the H200 chips were less powerful than NVIDIA's cutting-edge chips, China could not use them to supercharge its AI advances.

Nvidia's investment portfolio operated as a modest initiative valued around $230 million two years ago, focusing on smaller companies and chip designers. By the end of 2025, however, the public equity portfolio alone had reached more than $13 billion, according to its 13F filing. This expansion stems directly from cash generated by Nvidia's core GPU sales, particularly in the data center segment, which have driven record revenue.

In what appears to be a case of diplomatic mind games in action, one day after the US government issued a regulation clearing the way for Nvidia to sell its H200 artificial intelligence processors to Chinese companies on a case-by-case basis, a published report has revealed Chinese custom officers have been told not to let them into the country. The ruling announced Monday by the US commerce department's Bureau of Industry and Security (BIS),

Memory prices are set to spike again as chipmakers prioritize AI server production over consumer devices, with analysts warning of a high double-digit jump in Q1 2026 alone as demand outpaces supply. Samsung Electronics and SK hynix are reportedly planning to raise server memory prices by up to 70 percent this quarter, according to Korea Economic Daily. Combined with 50 percent increases in 2025, this could nearly double prices by mid-2026.