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Thursday 18 June 2026
Exclusive: Winbond NOR flash reportedly enters Nvidia supply chain
Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin...
Thursday 18 June 2026
Acer builds inventory to record high; price increases slowing
Acer Chairman Jason Chen said that PC shipments may decline in the second half of 2026. However, as average selling prices (ASP) continue to rise, the overall impact on revenue should...
Thursday 18 June 2026
SK Hynix ships HBM4E samples to customers
SK Hynix has begun shipping samples of HBM4E, its next-generation high-bandwidth memory, to major customers. The South Korean chipmaker said the 12-layer product was delivered on s...
Thursday 18 June 2026
Samsung said to open fab data to suppliers in AI factory push

Samsung Electronics is developing and operating a data-sharing platform with semiconductor materials, components and equipment suppliers,...

Thursday 18 June 2026
SK Group tops KRW2,000 trillion as AI memory demand and Nvidia visit lift valuation

SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first...

Thursday 18 June 2026
WUS and its subsidiary keep complementary AI partnership
A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in...
Wednesday 17 June 2026
Nvidia Vera CPU strains LPDDR supply as AI servers tap phone memory

Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and...

Wednesday 17 June 2026
Chip supply chains shift: TSMC's capacity crunch reportedly pushes Google, Tesla, BYD toward Samsung

Global chip buyers, including BYD, Google, AMD, and Tesla, are turning to Samsung Electronics as TSMC's advanced production lines remain...

Wednesday 17 June 2026
Li Auto's new automotive chip and what it says about China's EV market

Li Auto announced details of its new Mach M100 chip, a self-developed 5nm chip focused on autonomous driving, on June 15. This development...

Wednesday 17 June 2026
Foxconn teams with power giants to seize AI data center demand

Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure...

Wednesday 17 June 2026
Nvidia highlights role of optical networking as Coherent breaks ground on Texas AI chip facility
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could...
Tuesday 16 June 2026
Nvidia sells US$25 billion in bonds as investors seek foothold in AI boom
Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This...
Tuesday 16 June 2026
Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible...

Tuesday 16 June 2026
SK Hynix reportedly readies HBM4E samples for Nvidia as Samsung pulls ahead
SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market....
Tuesday 16 June 2026
Yaskawa eyes physical AI boom with JPY25 billion capex
Yaskawa Electric is betting heavily on physical AI, the field that enables robots to operate autonomously, as it positions itself for a boom in AI robots. Since starting work with...