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Thursday 19 March 2026
Micron's strategic pivot: de-commoditizing the memory industry

The most significant revelation from CEO Sanjay Mehrotra during the earnings call was the structural shift in how Micron engages with its largest...

Thursday 19 March 2026
AMD deepens ties with Naver in bid to expand AI infrastructure
Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU...
Wednesday 18 March 2026
AMD's Lisa Su courts Korea: Samsung HBM4 sealed, Naver next
AMD CEO Lisa Su broadened the company's collaboration with Samsung Electronics on next-generation artificial intelligence (AI) memory and met with regional partners, including Naver,...
Wednesday 18 March 2026
Jensen Huang's survival playbook: Nvidia navigates the next AI frontier
At GTC 2026, Nvidia CEO Jensen Huang delivered a blunt message to an industry fixated on raw compute: the next bottleneck in AI is not the chip — it is everything around it....
Wednesday 18 March 2026
How Meta's Manus acquisition ignited a new tech war
When Meta announced its US$2 billion acquisition of AI startup Manus, it was meant to be a victory lap for CEO Mark Zuckerberg. By bringing what it billed as the world's most advanced...
Wednesday 18 March 2026
Nvidia secures approvals and orders for H200 in China, restarts supply chain production

During the GTC 2026 conference, Nvidia CEO Jensen Huang told global media that the company has made new progress in the China market.

Tuesday 17 March 2026
Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung
As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...
Tuesday 17 March 2026
Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia
Intel has confirmed its participation in Nvidia's GTC conference starting on March 16, signaling a deepening collaboration between the two chip giants to co-develop custom x86 CPUs...
Tuesday 17 March 2026
Nvidia signals trillion dollar infrastructure shift at GTC 2026 keynote
During the GTC 2026 keynote, Nvidia CEO Jensen Huang detailed a massive shift toward agentic AI and specialized token factories. Huang projected at least a trillion dollars in infrastructure...
Tuesday 17 March 2026
Nvidia GTC 2026: The agentic AI era arrives via full-stack infrastructure, open models, and simulation blueprints
Nvidia CEO Jensen Huang declared the arrival of the "agentic AI inflection point" at the company's GTC 2026 conference, unveiling a vast ecosystem of hardware, software, and industrial...
Monday 16 March 2026
Gogoro founder goes missing as reports on US$4.7M debt surfaces
Horace Luke, the former Nike designer and Microsoft creative director who founded Gogoro in 2011 to revolutionize electric scooters, has reportedly accumulated debts of about NT$150...
Monday 16 March 2026
Tesla's Terafab project launches in five days in bold push into AI chip manufacturing: 200bn AI chips annually?
Tesla CEO Elon Musk said the company's Terafab Project, aimed at producing artificial intelligence (AI) chips, will launch in five days, signaling an expansion beyond Tesla's core...
Monday 16 March 2026
Nvidia GTC 2026: Jensen Huang targets AI bubble fears, unveils next-generation chips

Nvidia's annual GTC conference opens March 16 (Pacific Time), with CEO Jensen Huang returning to the nearly 20,000-seat SAP Center in San...

Monday 16 March 2026
Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026
On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not...
Sunday 15 March 2026
SiliconAuto's MCU debut could reshape compute allocation in vehicle platforms
SiliconAuto introduced its XMotiv M3 series microcontroller units at Embedded World 2026, signaling a push to expand collaborations in Europe, CEO Gene Liu said. The company has spent...