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Friday 30 January 2026
Taiwan semiconductor test supply chain poised for growth amid rising AI chip complexity
Taiwan's semiconductor test supply chain is experiencing strong growth driven by increased demand for AI and HPC chips, industry sources report. Close collaborations with foundries...
Thursday 29 January 2026
Jensen Huang endorses Micron CEO 'Sanjay' as Taiwan cement AI memory alliance
The epicenter of the AI supercycle converged on Taipei this Thursday as President Lai Ching-te welcomed Micron CEO Sanjay Mehrotra to the Presidential Office, just hours after NVIDIA...
Thursday 29 January 2026
Jensen Huang clarifies 40% Taiwan chip capacity is new, not moved to US
Nvidia CEO Jensen Huang arrived in Taiwan on the afternoon of January 29, 2026, addressing reports that the US government plans to shift 40% of Taiwan's semiconductor capacity to the...
Thursday 29 January 2026
Moltbot cracks the CUDA barrier, pushing Apple's Mac mini back into AI development
Apple has long built its brand around a tightly integrated hardware and services ecosystem. In AI and high-performance computing (HPC), however, the platform has been limited by the...
Thursday 29 January 2026
Jensen Huang hints at H200 approval for China, cements TSMC’s central role
Nvidia CEO Jensen Huang arrived in Taiwan at noon on January 28 following a visit to China for a subsidiary's year-end event, where he outlined the latest status of H200 export approvals...
Thursday 29 January 2026
Tech giants' US$100bn bet on OpenAI: Nvidia, Microsoft lead US$730bn power play
OpenAI is pursuing a landmark funding round, potentially reaching US$100 billion to fuel its escalating AI infrastructure needs amid intense competition. Major tech giants and existing...
Thursday 29 January 2026
Alibaba's new AI chip challenges Nvidia from A800 to A100-class performance
Alibaba has unveiled its in-house high-end AI processor, Zhenwu 810E, advancing its strategy to vertically integrate AI chips, cloud infrastructure, and large language models. Developed...
Thursday 29 January 2026
Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science
The Japanese government has agreed to become the first international partner in a US-led initiative accelerating scientific research through AI. According to media outlets including...
Thursday 29 January 2026
How Sega's US$5 million lifeline saved Nvidia from collapse
In a recent interview with Jodi Shelton, Jensen Huang, the CEO of Nvidia, reflected on a life spent in near-constant motion. After years of crisscrossing the globe, he said, there...
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...