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    AI demand driven structural chip shortage threatens auto industry
    11h 53min ago
    Cmsemicon's MCU price hike signals end to price wars, Taiwan firms consider follow-up
    11h 53min ago
    Taiwanese upstream firms question US investments profitability if gross margin fall under 50%
    11h 53min ago
    Samsung foundry to see turnaround as Chinese clients return in 2026
    11h 55min ago
    Analysis: Chip inflation is a major supply chain risk in 2026
    Jan 28, 15:55
    China's AI path: Looking back at DeepSeek's one year anniversary
    Jan 28, 15:55
    NEWS TAGGED NVIDIA
    Wednesday 28 January 2026
    Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

    China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

    Wednesday 28 January 2026
    Musk plans to cut AI chip design cycle to 9 months
    Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the...
    Wednesday 28 January 2026
    Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy
    TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due...
    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
    Wednesday 28 January 2026
    Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation
    Recent reports indicate that SK Hynix has become the exclusive HBM supplier for Microsoft's next-generation AI accelerator, Maia 200, underscoring its competitiveness in the HBM3E...
    Wednesday 28 January 2026
    Jensen Huang prioritizes 'empty chairs' over wrong hires; says Nvidia holds bench of 60 potential CEOs
    "There will never be one like me," Nvidia CEO Jensen Huang proclaimed recently in an interview, a bold assertion of his singular journey from novice founder to titan of the AI revo...
    Wednesday 28 January 2026
    China's conditional H200 approval rewire Samsung-SK Hynix rivalry
    China has reportedly been conditionally approving corporate purchases of Nvidia's H200, reshaping HBM supply-demand dynamics. According to Seoul Economic Daily and G-enews,...
    Tuesday 27 January 2026
    Nvidia launches open models to speed weather forecasting

    Nvidia, on January 26, unveiled a new family of open-source AI models aimed at making weather forecasting faster and less expensive as...

    Tuesday 27 January 2026
    TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion
    With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...
    Tuesday 27 January 2026
    Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin
    Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform...
    Tuesday 27 January 2026
    Samsung favors high-margin memory clients, squeezing TV and appliance units
    Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin...
    Tuesday 27 January 2026
    GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI
    Following GlobalFoundries' acquisition of Synopsys' ARC Processor IP business, MIPS CEO Sameer Wasson is not just integrating a portfolio; he is orchestrating a pivot.
    Tuesday 27 January 2026
    Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says
    Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts...
    Tuesday 27 January 2026
    Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion
    Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial...
    Tuesday 27 January 2026
    Commentary: Behind the scenes of Jensen Huang's China trip
    While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
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    NTN special report
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook