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    EGAT pivots into drones to capture US and European defense and commercial demand
    23min ago
    NEWS TAGGED NVIDIA
    Friday 15 May 2026
    Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp
    Market fears over Nvidia's next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved...
    Friday 15 May 2026
    Trump-Xi summit is Nvidia's best shot at getting back into China
    US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...
    Friday 15 May 2026
    Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump
    Auras Technology reported record first-quarter results and said it expects revenue and profit to grow quarter by quarter in 2026, dismissing market talk that a design tweak on Nvidia's...
    Friday 15 May 2026
    US clears Nvidia’s H200 for China, but Beijing can still say no
    The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...
    Friday 15 May 2026
    Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
    Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according...
    Thursday 14 May 2026
    Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
    OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its...
    Wednesday 13 May 2026
    Doosan to build new CCL plant in Thailand
    South Korean copper clad laminate (CCL) maker Doosan is reportedly moving to strengthen its overseas capacity in Thailand, a key production hub for Taiwan PCB suppliers serving global...
    Tuesday 12 May 2026
    Altos targets South Korean AI server market with software edge
    Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture...
    Tuesday 12 May 2026
    Nvidia's modular AI strategy fuels Delta Electronics supplier boom

    AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

    Tuesday 12 May 2026
    Nvidia's copper-to-fiber AI shift boosts China's optical plays
    Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems....
    Tuesday 12 May 2026
    Arm's AGI CPU demand surges as supply constraints loom
    Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...
    Tuesday 12 May 2026
    Commentary: Musk's xAI exit shows Anthropic's AI strength
    On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...
    Monday 11 May 2026
    AMD's 2nm defection to Samsung dents TSMC's AI grip
    The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...
    Monday 11 May 2026
    OpenAI and chipmakers roll out MRC to prevent AI training slowdowns
    OpenAI said it has partnered with chipmakers and cloud providers — including AMD, Broadcom, Intel, Microsoft, and Nvidia — to develop a new networking protocol aimed at...
    Monday 11 May 2026
    Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal

    AI startup Anthropic has reportedly signed a US$1.8 billion computing agreement with Akamai Technologies as demand for generative AI services...

    3/87 pages
    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook