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Wednesday 29 April 2026
Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure
The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for...
Wednesday 29 April 2026
Ex-DeepSeek insider Fuli Luo targets former employer with Xiaomi's MiMo-V2.5
The global competition in open-source large language models is heating up again. On April 28, Xiaomi officially unveiled the "MiMo-V2.5" series of models developed under the leadership...
Wednesday 29 April 2026
Adata reports soaring earnings on strong memory demand

A surge in demand for AI is fueling a powerful upswing in the memory market, propelling Adata to record-breaking results at the start of...

Wednesday 29 April 2026
PCB industry urges four policy moves in Thailand expansion
Amid global supply chain restructuring, Asia's PCB industry is moving toward closer regional collaboration. Industry experts say that as southbound expansion in the PCB sector takes...
Tuesday 28 April 2026
Nvidia signs record Bengaluru office lease as India AI push accelerates
Nvidia has signed a 10-year lease for approximately 760,000 square feet of office space in Bengaluru, marking the largest single-tenant office commitment in India to date. The space,...
Tuesday 28 April 2026
Taiwan's 2026 exports set to top US$800 billion as AI fuels electronics surge
Taiwan's exports were forecast to surpass US$800 billion in 2026, driven by strong demand for electronic components and information and audiovisual products tied to artificial intelligence,...
Tuesday 28 April 2026
Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance...

Tuesday 28 April 2026
DeepSeek lifts capital by 50%, founder secures veto stake ahead of funding round
After upgrading its DeepSeek-V4 model, Hangzhou-based AI firm DeepSeek revealed a major ownership shift. Filings on the Chinese registry platform Qichacha show registered capital rising...
Tuesday 28 April 2026
Microsoft's cloud strategy tightens AI compute supply
Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being...
Tuesday 28 April 2026
Indian startup targets AI inference opportunity with full-stack compute platform
While global AI infrastructure investment remains concentrated around massive GPU clusters for training frontier models, Indian startup Turiyam.ai is betting on a different commercial...
Tuesday 28 April 2026
Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers
The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...
Tuesday 28 April 2026
Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder
Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...
Tuesday 28 April 2026
Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
Tuesday 28 April 2026
OpenAI eyes agentic AI phone but faces challenges beyond chip design
OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...
Tuesday 28 April 2026
Cadence signals strong start to 2026 as AI drives growth across EDA and IP

Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor...