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- Musk says chip capacity will decide winner of AI race (Mar 21) - EE Times
- Google taps MediaTek for cheaper AI chips (Mar 17) - The Information
- European project gets $260 million for HPC chip sovereignty (Mar 6) - EE Times
- The trouble with MAGA's chipmaking dreams (Mar 3) - Economist
- Automotive chips: Gloom and doom or boom by 2030? (Feb 14) - EE Times
- Deepseek is more Wall Street than Silicon Valley (Feb 3) - Culpium, by Tim Culpan
- Tech CEOs try to reassure Wall Street after DeepSeek shock (Jan 30, 2025) - Wall Street Journal
- TSMC to make chips for cryptominer Bitdeer at new US fab (Jan 17, 2025) - Culpium, by Tim Culpan
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Exclusive: Marvell says AI's copper wall is nearing, with custom silicon and optical I/O set to scaleUS chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a...
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Computex 2026Computex 2026 took place from June 2 to June 5. This year's theme is "AI Together" and focuses on three key topics: AI & Computing, Robotics &...
The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
Mastering the 140%+ CAGR of CPO Semiconductor Revenue Explosion
What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure
The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data...
Accelerating enterprise AI: Hardware advancements and compute architecture transformation
According to DIGITIMES, six major AI applications - chatbots, software development, image generation, video generation, enterprise...
