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Wednesday 5 August 2026
AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028
AI chip demand is tightening supply of IC substrates, prompting Nvidia, AMD, and hyperscalers to lock in Ajinomoto Build-up Film (ABF) capacity through 2028 and press suppliers to...
Wednesday 5 August 2026
Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios,...
Wednesday 5 August 2026
Wistron sees AI demand widening as Taiwan ODMs gain pricing power

AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half...

Wednesday 5 August 2026
AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips
AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing...
Tuesday 4 August 2026
Nvidia RTX 50 graphics card prices climb as TSMC and memory costs rise
Nvidia GeForce RTX 50 series graphics card prices in South Korea were set to rise by as much as 30% starting in August 2026 as higher wafer costs at Taiwan Semiconductor Manufacturing...
Tuesday 4 August 2026
Delta's move into HVDC signals a shift in AI data-center power
Delta Electronics is moving from planning to early shipments in high-voltage direct current (HVDC) systems as rising power demand from Nvidia's next-generation AI platforms pushes...
Sunday 2 August 2026
AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS
Amazon's custom silicon business has reached an annual revenue run rate of more than US$25 billion and is growing at triple-digit percentages yearly, CEO Andy Jassy said on the company's...
Friday 31 July 2026
Jensen Huang's open-source push signals a fight over who controls the AI market

Nvidia chief executive Jensen Huang has used a rare public intervention to argue that the US should back open-source artificial intelligence,...

Friday 31 July 2026
Samsung chip engineers eye SK hynix as AI-driven bonus gap fuels talent war
Nvidia CEO Jensen Huang recently appeared alongside SK Group Chairman Chey Tae-won and Samsung Electronics Executive Chairman Lee Jae-yong at a high-profile AI gathering in San Francisco,...
Thursday 30 July 2026
Commentary: How AMD and Anthropic plan to build an AI factory not dependent on CUDA

Nvidia's power in AI has never rested on GPU performance alone — it has also depended on the CUDA software ecosystem. That moat...

Thursday 30 July 2026
AMD's Helios gains ground in challenge to Nvidia's CUDA
AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...
Thursday 30 July 2026
Nvidia invests US$1B in Naver's sovereign AI push
Nvidia plans to invest in South Korean internet and cloud giant Naver through a US$1 billion third-party share issue for about a 4.5% stake, a move that could make it Naver's third-largest...
Wednesday 29 July 2026
Nvidia's Jensen Huang warns US officials about banning Chinese open-weight models

Nvidia CEO Jensen Huang once again voiced his support for open-weight and open-source AI, a form of model that has caught official...

Wednesday 29 July 2026
Moonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs

Chinese AI startup Moonshot AI is planning its next frontier model, Kimi K4, and is seeking additional access to Nvidia's advanced...

Wednesday 29 July 2026
China chip substitution accelerates as chill effect looms
China's semiconductor self-reliance push has notched new gains, with Chinese AI giants expanding purchases of domestic AI chips and facing direct pressure from Beijing to use more...