Faraday Technology reported consolidated revenue of NT$2.59 billion (US$82.4 million) in the first quarter, with net income after tax of NT$100 million and earnings per share of NT$0.40,...
The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...
IBM opened fiscal year 2026 on a high note. The company reported strong first-quarter results, driven by software momentum, a record mainframe surge, and its best first-quarter free...
Spain-based AI chip startup Semidynamics has recently seen a wave of positive developments. Its first chip, fabricated on TSMC's 3nm process, has successfully completed tape-out, and...
Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...
Google recently announced an expanded collaboration with Intel to increase the deployment of Xeon processors in its cloud AI data centers. This move reflects the rapidly growing demand...
The market continues to closely watch the deployment of co-packaged optics (CPO) technology in cloud AI, driven by the desire of the silicon photonics (SiPh) ecosystem to see a tangible...
Broadcom recently announced two major partnership developments. The first is with Google on its Tensor Processing Unit (TPU) application-specific integrated circuits (ASICs), with...
Market sentiment toward the future of Arm CPUs in cloud AI is increasingly positive. According to Counterpoint Research, x86 architectures have maintained overwhelming dominance...
On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...
While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...
Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...
Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...
Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design...
