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Wednesday 8 July 2026
TSMC earnings call could signal how long the AI boom can keep lifting its outlook

TSMC's July 16 earnings call is likely to test how far the chipmaker can extend its already upbeat guidance, as investors look for...

Wednesday 8 July 2026
Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD

Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated...

Wednesday 8 July 2026
Wistron chair: AI demand remains strong as sovereign AI broadens global market

AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing...

Wednesday 8 July 2026
CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While...
Wednesday 8 July 2026
Samsung's HBM4 comeback hinges on one chip-level advantage

Samsung Electronics is using HBM4 to test whether its memory, logic, foundry, and advanced packaging businesses can finally work as...

Wednesday 8 July 2026
China's AI labs race to build custom AI chips while ASICs threaten Nvidia's dominance
China's leading AI model developers are moving deeper into custom chip design, a shift that could reshape the country's AI hardware market as inference demand rises, US export controls...
Tuesday 7 July 2026
Exec pleads no guilty in Singapore over alleged smuggling of Nvidia chips to China

Alan Wei Zhaolun, an executive at Aperia Group, pleaded not guilty in a fraud case alleging that he and three others illegally misrepresented...

Tuesday 7 July 2026
Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor
A reported delay in Nvidia's Kyber rack production is stirring market debate, but Taiwan-based supply chain sources say the issue is unlikely to alter Nvidia's chip roadmap, market...
Tuesday 7 July 2026
TSMC's AI bottleneck spills demand across the semiconductor supply chain

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity...

Monday 6 July 2026
Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest...

Monday 6 July 2026
China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing...

Monday 6 July 2026
Meta's AI cloud idea underscores a search for returns, not an AI retreat
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization...
Friday 3 July 2026
Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange...

Friday 3 July 2026
Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia

Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI,...

Friday 3 July 2026
Samsung's HBM4E yield tops 70%, sharpening AI memory race with SK Hynix and Micron
Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening...