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....
OpenAI has appointed new leadership to oversee its Stargate computing initiative as the company pivots its infrastructure strategy away from building its own data centers and toward...
Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished...
Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports...
At its 2026 GTC conference, Nvidia not only unveiled its Vera CPU but also officially launched the Groq 3 LPU chip, developed through a prior technology licensing arrangement with...
Chinese server maker Dawning Information Industry Co. (Sugon) has introduced scaleFabric, its first fully self-developed 400G native remote direct memory access (RDMA) data center...
At an industry forum in Shanghai this month, a young Chinese semiconductor startup laid out a sweeping vision: designing chips not only for smartphones and self-driving cars, but also...
Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private...
Meta recently announced plans to launch four generations of ASIC product lines over the next two years, including the already mass-produced MTIA 300 and upcoming MTIA 400, 450, and...
Driven by rapid growth in AI and high-performance computing (HPC) markets, semiconductor IC test equipment leader Hon Precision has upgraded its production expansion plan for 2026...
Semiconductor test and measurement solutions provider MPI reported that strong demand for artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated...
As demand for memory chips in AI data centers continues to surge, the global "RAMaggedon" has now claimed another unwitting victim: the gaming industry. The sector is now feeling the...
Taiwan's government-run free trade zone has recorded a significant surge in air cargo at Taoyuan International Airport, reflecting the island's expanding role in the global AI supply...
Benefiting from the continued expansion of AI applications, demand for chips used in high-performance computing (HPC), memory, networking, and smartphones has grown simultaneously,...
