When Nvidia CEO Jensen Huang took the stage at Computex in Taipei on May 19, 2025, his remarks about the company's new Taiwan headquarters—called "Nvidia Constellation"—sparked...
SK Hynix has reportedly increased the price of its sixth-generation high-bandwidth memory (HBM4) supplied to Nvidia by over 50% compared to the previous generation HBM3E. Industry...
Continuous upgrades in memory technology have created a structural imbalance in supply and demand. Nevertheless, memory supplier Winbond Electronics delivered strong earnings in the...
Nvidia's evaluation of sixth-generation high-bandwidth memory (HBM4) has sparked a fierce contest among suppliers. ETNews reports that the company plans to finish testing...
Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has...
Since US President Donald Trump took office in January 2025, his administration has escalated technology export restrictions with unprecedented aggression. Beyond raising overseas...
China has escalated its campaign to reduce dependence on foreign technology. The country now requires all new state-funded data centers to use domestically produced artificial intelligence...
Arm Holdings raised its revenue outlook on Nov. 5 after posting record quarterly results, citing a broad-based surge in demand for its technology driven by artificial intelligence.
Samsung Electro-Mechanics is reportedly set to supply advanced semiconductor glass substrates to Broadcom. The move comes as Broadcom, a key chip supplier for tech giants like Google...
Arm Holdings is positioning its energy-efficient chip designs as the essential solution to the global AI industry's growing power crisis, a strategy that fueled record quarterly results...
Global memory supply constraints continue to pressure the industrial PC (IPC) market, with Taiwanese technology company Advantech Co. reporting that tight DDR4 memory availability...
ASML has introduced the TWINSCAN XT:260, its first lithography system purpose-built for 3D integration and advanced packaging. The launch marks a major step beyond front-end wafer...
In the AI era, competition among chipmakers goes beyond compute power and centers on ecosystem and full-stack integration. Beijing-based Cambricon Technologies, an AI chip designer...
Arm Holdings reported robust growth for the third consecutive quarter, with revenue exceeding US$1.1 billion, driven by strong demand for its chip designs in AI and data center mar...
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
