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Wednesday 1 April 2026
Japan Display sells Tottori Fab, citing asset efficiency and continuing AutoTech work at a new site
Japan Display Inc. (JDI) signed a definitive agreement to sell its Tottori Fab to Yahata Touei Estate K.K., with handover scheduled for September 30, 2026; JDI said the transaction...
Wednesday 1 April 2026
Nvidia's 800V-to-12V push faces industry skepticism
Following Nvidia's promotion of its 800V-to-12V solution at the GPU Technology Conference (GTC) 2026, major power semiconductor and IDM players have successively launched related voltage...
Wednesday 1 April 2026
Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative
On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%,...
Wednesday 1 April 2026
Samsung's 2nm Exynos 2600 loses to Qualcomm's 3nm on battery and thermals
Samsung's Exynos 2600 application processor (AP), built on the company's 2nm process, lags in battery endurance behind Qualcomm's Snapdragon 8 Elite Gen 5 — a 3nm chip —...
Tuesday 31 March 2026
Chinese GPU maker Moore Threads wins US$91 million AI cluster order

Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

Tuesday 31 March 2026
Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
Monday 30 March 2026
AI-driven memory market set to top US$600 billion on rising storage demand
The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
Monday 30 March 2026
SEMICON China 2026: JCET CEO makes the case for atomic-level packaging to carry Moore's Law forward
Advanced wafer manufacturing is approaching physical limits near the 1nm node, according to Zheng Li, director and CEO of JCET Group.
Monday 30 March 2026
Samsung invests in AI chip design startup to speed silicon and cut power use
Samsung Electronics has backed AI chip design startup Normal Computing in a US$50 million funding round, expanding its push into AI-driven electronic design automation and next-generation...
Monday 30 March 2026
Research Insight: Perovskite solar cells push efficiency beyond silicon limits
At the 2026 Smart City Summit & Expo in Taipei, a new generation of solar technology took center stage.
Saturday 28 March 2026
AI tokens emerge as new workplace metric, reshaping productivity and competition
The rapid rise of artificial intelligence is transforming how companies measure productivity and reward employees, with "tokens" — the units that quantify AI model usage —...
Friday 27 March 2026
In-depth: Google TurboQuant cuts LLM memory 6x, resets AI inference cost curve

Google has introduced TurboQuant, a compression algorithm that reduces large language model (LLM) memory usage by at least 6x while boosting...

Friday 27 March 2026
Semicon China 2026: AI efficiency fuels demand growth under Jevons paradox, AMD warns
At SEMICON China 2026, AMD VP and Head of Corporate Strategy and Partnerships Mario Morales delivered a stark warning: while the AI market is rapidly expanding toward a projected US$1.7...
Thursday 26 March 2026
AI Expo 2026: Surging costs, memory crunch drive shift toward inference, researcher says

Artificial intelligence is entering a new phase in which inference, rather than training, is becoming the dominant driver of computing...

Thursday 26 March 2026
Nvidia and SLB expand AI infrastructure collaboration with global implications
SLB and Nvidia expanded a technology collaboration to design and deploy modular AI infrastructure and domain-specific models for the energy industry, promising faster deployment, lower...