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    China pushes domestic AI models to pair with local chips
    9h 54min ago
    Commentary: Stellantis is funding America's car future — and China may be the one building Europe's
    9h 54min ago
    GlobalWafers : Asian capacity is full; Texas ramp-up and square wafer shipments in 4Q26
    9h 54min ago
    Intel CEO Lip-Bu Tan set for Taiwan trip ahead of COMPUTEX 2026
    9h 54min ago
    Samsung launches first 6K gaming monitor to defend premium market
    9h 54min ago
    Samsung to shift P4 output toward HBM, tightening DRAM supply
    9h 54min ago
    NEWS TAGGED NVIDIA
    Monday 25 May 2026
    Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war
    Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments...
    Monday 25 May 2026
    Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties
    Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI...
    Monday 25 May 2026
    Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix
    Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply...
    Monday 25 May 2026
    Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
    For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...
    Monday 25 May 2026
    Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources
    Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are...
    Monday 25 May 2026
    Embedded substrates draw AI chip interest as packaging turns strategic
    Rising interest in embedded substrates among Nvidia, AMD, and Intel signals potential shifts in AI data‑center supply chains, as the technology promises improved signal integrity...
    Saturday 23 May 2026
    Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family
    Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU...
    Saturday 23 May 2026
    Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history
    Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin —...
    Saturday 23 May 2026
    Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
    Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still,...
    Saturday 23 May 2026
    Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
    Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...
    Friday 22 May 2026
    Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance

    Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two...

    Friday 22 May 2026
    Amkor expands Arizona semiconductor packaging campus with additional 67 acres

    Amkor Technology today reaffirmed its commitment to strengthening advanced semiconductor packaging and test capabilities in the US through...

    Friday 22 May 2026
    Nvidia's rapid AI iteration cycle strains supply chain partners
    Nvidia's record revenue, profit, and margins are masking growing strain across its supply chain, as increasingly compressed product cycles and surging AI demand force suppliers to...
    Friday 22 May 2026
    Nvidia characterizes LPX as niche silicon optimized for high-speed premium tokens
    Nvidia has positioned its specialized LPX accelerator as a niche product designed specifically for low-latency, high-speed token generation rather than broad-market enterprise workloads...
    Thursday 21 May 2026
    Nvidia's China hopes dim as Beijing doubles down on domestic AI chips
    Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President...
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    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook