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    Exclusive: China SiC substrate suppliers cut prices as losses persist amid oversupply
    Jun 3, 18:21
    Exclusive: SiC substrate prices stay depressed as 800V HVDC demand rises
    Jun 3, 18:21
    Memory boom driven by DRAM now, but HBM will decide the future
    Jun 3, 18:21
    Huawei's Tau Law puts glass substrates at the center of advanced packaging
    Jun 3, 18:21
    Memory shortage drags down PC market as Apple’s MacBook Neo stands out
    Jun 3, 18:21
    NEWS TAGGED GPU
    Thursday 4 June 2026
    800VDC could reshape data center power markets as regulation and supply chains lag
    Data center power systems are nearing a major transition as GPU rack densities rise toward the 600 kW range. A new report from SemiAnalysis said 800VDC direct-current distribution...
    Tuesday 2 June 2026
    Nvidia and MediaTek reveal how RTX Spark came together — and why Jensen Huang insisted on NVLink from day one
    Nvidia CEO Jensen Huang held a global media session on June 2 with an unusual guest: MediaTek vice chairman and CEO Rick Tsai, who joined Huang to share the inside story of how the...
    Tuesday 2 June 2026
    DeepSeek's pricing move could redistribute value across AI hardware market
    Chinese AI startup DeepSeek said it will permanently cut the API price of its flagship model by 75% from June 1, prompting debate across the global AI industry. Amazon AWS said the...
    Monday 1 June 2026
    Skymizer launches HTX301 decode-first accelerator to bring large-model inference on-premises
    Skymizer said it unveiled HTX301, a decode-first accelerator chip for on-premises AI inference, at COMPUTEX 2026, to shift large-model serving away from cloud GPU racks and onto single...
    Friday 29 May 2026
    Wistron says AI market could expand more than tenfold, pledges GPU hours to academia and startups
    Wistron told shareholders on May 29 that it expects artificial intelligence to be in the early stages of growth and could expand to more than 10 times its current scale, potentially...
    Friday 29 May 2026
    Nvidia's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs
    Nvidia's expanding recruitment activity in Vietnam signals a potential shift in the country's role within advanced AI infrastructure manufacturing, as Taiwanese server and EMS players...
    Wednesday 27 May 2026
    IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity
    IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services...
    Tuesday 26 May 2026
    Alchip: ASIC growth may outpace the broader GPU market
    For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase...
    Tuesday 26 May 2026
    Analysis: Nvidia's Vera CPU opens new front in data center chip race

    Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

    Wednesday 20 May 2026
    Amazon's AI chip push gains ground as Nvidia remains central to AWS

    Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements,...

    Monday 18 May 2026
    Asus leverages manufacturing expertise and memory supply edge to grow its South Korean server business
    Asus is accelerating its push into the server market in South Korea, leveraging its manufacturing prowess, long-term ties with major memory makers, and flexible design and supply strategies...
    Monday 18 May 2026
    US-China summit leaves AI chip talks unresolved but eases trade tensions
    Leaders from the US and China concluded a two-day summit that did not yield breakthroughs on AI chips or technology controls, but did deliver concrete trade measures aimed at cooling...
    Friday 15 May 2026
    Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp
    Market fears over Nvidia's next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved...
    Friday 15 May 2026
    Foxconn says AI server mix and consignment model will drive annual shipments to more than double
    Foxconn (Hon Hai) held an online investor briefing on May 14, where executives outlined that cloud and networking products accounted for nearly 50% of group revenue in the first quarter...
    Thursday 14 May 2026
    Tencent eyes Chinese ASIC ramp in 2H26
    Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook