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    Analysis: What are the implicarions of Amazon and Bosch's China layoff
    5h 33min ago
    Semiconductor packaging price hikes amid weak end demand and low-cost MCU adjustments
    5h 33min ago
    Nvidia urged Samsung for immediate HBM4 supply as memory shortage worsen
    5h 33min ago
    Innoscience strengthens role in Google AI supply chain with 8-inch GaN production
    5h 33min ago
    Samsung strengthens semiconductor supply chain cybersecurity to prevent tech leaks
    5h 33min ago
    Nvidia supports South Korea's physical AI development with GPU supply and ecosystem collab
    5h 33min ago
    NEWS TAGGED NVIDIA
    Wednesday 4 February 2026
    Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM
    SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...
    Wednesday 4 February 2026
    Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position
    Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...
    Wednesday 4 February 2026
    Intel CEO unveils plans to enter GPU market dominated by Nvidia
    Intel is making a bold strategic push into graphics processing units (GPUs), a segment long dominated by Nvidia. According to Reuters, Intel CEO Lip-Bu Tan announced on Tuesday...
    Wednesday 4 February 2026
    Jensen Huang clarifies collaboration with OpenAI on track, confirms participation in new funding round
    Recent reports suggested a stall in investment between Nvidia and OpenAI, but Nvidia CEO Jensen Huang has confirmed that their collaboration remains on track. Huang stated in a CNBC...
    Wednesday 4 February 2026
    Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus
    Taiwan's supply chain has reaped the benefits of Nvidia's AI leadership. In Taiwan, it received NT$6.7 billion (US$211.9 million) in subsidies in 2023 under the Taiwan AI Innovation...
    Wednesday 4 February 2026
    Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

    Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

    Wednesday 4 February 2026
    Nvidia's Jensen Huang joins Dassault Systèmes event to unveil 3D universe vision
    Dassault Systèmes opened its annual flagship conference, 3DEXPERIENCE World 2026, on February 3 in Houston. Building on the launch of its seventh-generation development framework...
    Tuesday 3 February 2026
    Nvidia CEO to attend Dassault Systèmes and Cisco summits
    Nvidia CEO Jensen Huang is set to maintain a busy schedule following his recent Taiwan visit, with upcoming keynote appearances at Dassault Systèmes' "3DEXPERIENCE World 2026"...
    Tuesday 3 February 2026
    China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

    US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

    Tuesday 3 February 2026
    SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin
    SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...
    Tuesday 3 February 2026
    King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position
    Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...
    Tuesday 3 February 2026
    OpenAI's inference push puts all eyes on Nvidia's AI chip strategy
    OpenAI has been exploring alternatives to some of Nvidia's latest artificial intelligence chips, particularly for AI inference workloads. This exemplifies the intensifying competition...
    Tuesday 3 February 2026
    Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales
    Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...
    Tuesday 3 February 2026
    Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management
    AI data centers are undergoing an unprecedented thermodynamic power shift. From the semiconductor supply chain's perspective, Nvidia has quietly initiated a "cooling reform," transitioning...
    Monday 2 February 2026
    Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration
    With Nvidia's GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions...
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    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook