China's YMTC moves to break free of U.S. sanctions by building production line with homegrown tools — aims to capture 15% of NAND market by late 2026

Despite being on the U.S. Entity List since 2022 and cut off from advanced foreign fab tools, YMTC is pushing forward with plans to expand production to 150,000 wafers per month and trial a fully localized manufacturing line.

https://www.tomshardware.com/pc-components/ssds/chinas-ymtc-moves-to-break-free-of-u-s-sanctions-by-building-production-line-with-home

 Sam Altman teases 100 million GPU scale for OpenAI that could cost $3 trillion — ChatGPT maker to cross 'well over 1 million' by end of year

OpenAI CEO Sam Altman says the company will surpass 1 million GPUs by the end of 2025, but his sights are set on 100 million. Already backed by the world’s largest AI data center in Texas, OpenAI’s infrastructure push highlights the growing clash between AI ambitions and power grid realities.

https://www.tomshardware.com/tech-industry/sam-altman-teases-100-m

 ASUS brings Nvidia’s GB300 Blackwell Ultra “desktop superchip” to workstations — plain-looking desktop more powerful than most server racks, features up to 784GB of coherent memory, 20 PFLOPS AI performance

ASUS has launched the ExpertCenter Pro ET900N G3, a desktop powered by NVIDIA’s GB300 Grace Blackwell Ultra, offering up to 20 PFLOPS of AI performance and 784 GB of memory. This marks NVIDIA’s shift from DGX-only systems to OEM desktops, with GB300 servers entering mass production by Q4 2025.

https://www.tomshardware.com/pc-components/gpus/asus-brings-nvidi


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