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    Boeing signals stronger 2026 outlook as aircraft deliveries accelerate
    0min ago
    US-China rivalry enters next phase: Nvidia's H200 chips get Beijing's nod
    30min ago
    Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market
    36min ago
    Aspeed profits rise for second year on server upgrade demand
    36min ago
    AI integration drives cautious optimism in global collaborative robot market
    42min ago
    Altos taps Acer's regional footprint to ride enterprise AI boom, eyes double-digit growth in 2026
    44min ago
    NEWS TAGGED AMD
    Friday 30 January 2026
    Memory, CPU shortages hit Wintel notebooks, benefiting Apple
    Notebook makers are under growing pressure as memory shortages and price increases persist, while a widening shortage of CPUs adds a second constraint. What began as a supply gap at...
    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
    Monday 26 January 2026
    Samsung expected to start HBM4 shipments to Nvidia, AMD in February
    Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, Reuters reported, while...
    Monday 26 January 2026
    Lisa Su's toughest call: scrapping AMD's server roadmap

    Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

    Thursday 22 January 2026
    Why Intel poached a Qualcomm GPU chief to bet on AI graphics

    Eric Demers, a veteran GPU architect who until recently served as Senior Vice President of Engineering at Qualcomm and led its GPU business,...

    Thursday 22 January 2026
    QCT eyes AI supply chain integration battle with full-spectrum server strategy
    AI has sparked a significant boom in the server industry, turning system manufacturing into a supply chain battle. For ODMs, success now hinges on deep collaboration with chip partners...
    Wednesday 21 January 2026
    TSMC capacity crunch signals opportunity for Samsung's advanced nodes

    The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

    Wednesday 21 January 2026
    Intel recruits Qualcomm GPU chief to lead future AI PC efforts
    Intel has poached Eric Demers, a veteran GPU architect, known for developing Qualcomm's proprietary Adreno GPU architecture. Demers will become Intel's senior vice president of GPU...
    Tuesday 20 January 2026
    US semiconductor tariffs may weigh on Malaysia's export-driven industries
    The US' recent announcement of a 25% tariff on certain advanced computing chips, including Nvidia's H200 and AMD's MI325X, could have implications for Malaysia's semiconductor sector,...
    Monday 19 January 2026
    Tesla accelerates AI chip development even with safety and software challenges
    Tesla aims to shorten its in-house AI chip design cycle to one generation every nine months, targeting rivals Nvidia and AMD. However, industry analysts highlight automotive safety...
    Saturday 17 January 2026
    Research Insight: System-level design, energy efficiency, and TCO drive AI hardware competition
    AMD introduced its Helios system platform at CES 2026, marking a significant move in cloud AI computing competition from traditional single-chip performance to full rack-scale solutions...
    Thursday 15 January 2026
    TSMC retains pricing power using Apple and AI dual structure
    Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses...
    Thursday 15 January 2026
    Trump invokes Section 232 to levy 25% tariff on Nvidia H200, AMD MI325X chips
    On January 14, US President Donald Trump signed a proclamation invoking Section 232 of the Trade Expansion Act of 1962 to impose an immediate 25% tariff on a narrow category of advanced...
    Wednesday 14 January 2026
    Iluvatar CoreX sets three-generation GPU plan, eyes H200 performance
    As China's domestic GPU developers accelerate public listings and expand both technological and capital investment, competition is shifting toward next-generation computing power....
    Monday 12 January 2026
    CES 2026: Chip giants spread out, visual AI dominates the smaller players
    At CES 2026, chipmakers remained at the center of attention. Nvidia CEO Jensen Huang and AMD CEO Lisa Su both delivered keynote speeches, while Lenovo hosted a major event at the Sphere,...
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    KLA
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook