Anthropic's multi-platform AI strategy pressures Nvidia pricing power
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CoreIntelligence sees in-car projection demand jump 60–70% in 2027
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Power shortages slow AI data-center builds as Delta expands HVDC, SOFC
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US Drone Dominance Program raises AI supply-chain stakes
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Beyond nanometers: AI forces Taiwan's semiconductor ecosystem to compete at system level
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Delta Electronics expects 4Q26 to outpace 3Q26 as customer pull-ins drive inventory, profit
28min ago in ICT
Intel increases equipment orders as server demand exceeds supply
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Eternal Materials posts record revenue in advanced packaging, precision equipment
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Sandisk's data center expansion widens the gap with consumer storage
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Analysis: How Oracle’s Cerebras deal is less about dethroning Nvidia than rewiring the AI cloud
Oct 29, 17:36 in Tomorrow's Headlines
Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030
Oct 29, 17:36 in Tomorrow's Headlines
NearLink seeks to expand beyond Huawei ecosystem with chip vendor support
Oct 29, 17:35 in Tomorrow's Headlines
HBM4 supply cycle may shorten as HBM4E transition accelerates
Oct 29, 17:35 in Tomorrow's Headlines
Analysis: Why Marvell’s rumored Lumentum buy may be hard to pull off but harder to pass up
Oct 29, 17:35 in Tomorrow's Headlines