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NEWS TAGGED NVIDIA
Wednesday 10 June 2026
Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028
Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply...
Wednesday 10 June 2026
OpenAI reportedly nears 10GW Ohio lease with Nvidia backing, sealing its pivot from building to renting compute
OpenAI is in advanced talks to lease a planned 10-gigawatt data center campus on federal land in Ohio, in what would be the company's largest infrastructure commitment to date, The...
Wednesday 10 June 2026
Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race
Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight,...
Wednesday 10 June 2026
TSMC's May revenue grows 30% as AI demand and tight capacity support outlook
TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly...
Wednesday 10 June 2026
Apple moves private cloud compute to third party with Google Cloud AI
Apple unveiled its third-generation foundation models at WWDC 2026, marking a major shift in its artificial intelligence strategy with implications for users worldwide. The new Siri,...
Wednesday 10 June 2026
Delta and Lite-On poised to benefit as AI pushes data centers toward megawatt power levels

AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends...

Wednesday 10 June 2026
HVLP4 copper foil battle heats up as Nvidia courts Co-Tech
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and...
Wednesday 10 June 2026
Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it
Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new...
Tuesday 9 June 2026
Nvidia unveils AI PC vision as Intel offers reflection instead of product news
Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil...
Tuesday 9 June 2026
Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders,...
Tuesday 9 June 2026
Nvidia's ecosystem commands the conversation at COMPUTEX 2026
COMPUTEX 2026 concluded this week after drawing the world's largest chipmakers and technology suppliers to Taiwan. Yet despite a crowded field of competitors, one company once again...
Tuesday 9 June 2026
Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems
One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs,...
Tuesday 9 June 2026
Commentary: How Nvidia turned Computex into its own annual coronation
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending...
Tuesday 9 June 2026
VinFast spins off manufacturing arm, deepens Nvidia tie-up in autonomy push
During its first quarter 2026 earnings call, VinFast Auto Ltd. unveiled a series of significant corporate moves, including a transition in board leadership, a major restructuring of...
Tuesday 9 June 2026
TSMC capacity crunch pushes Google, Nvidia closer to Intel
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup...