Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios...
Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange...
Meta's reported plan to expand into cloud services is drawing fresh scrutiny from global investors and chip suppliers. The move could...
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI,...
China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight...
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For...
Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in...
As the AI computing race accelerates and semiconductor manufacturing capacity is increasingly redirected toward advanced memory, the memory industry is shifting from...
