Podcast highlights: Xiaomi's 3nm chip cap, HBM in Malaysia, and Nvidia's margin tradeoff

DIGITIMESAugust 30, 2026en

Can Xiaomi's in-house chip reach 2nm? Is HBM rerouting to Malaysia TSMC giving Intel a pass? Can Nvidia hold a 75% gross margin or protect market share? Ahead of Apple's September 10 event, the pre-event technology lull was anything but quiet, and DIGITIMES analyst Luke Lin broke down three stories and the industry logic behind them.

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