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Monday 15 September 2025
Google eyes Nvidia's turf with new TPU-as-a-service model

In a significant strategic pivot, Google is preparing to move its custom-built Tensor Processing Units (TPUs) beyond its own cloud infrastructure—marking...

Monday 15 September 2025
Nvidia reportedly moving forward with SOCAMM2, Korean memory giants set to gain
Nvidia has reportedly abandoned its initial SOCAMM1 low-power DRAM module for AI workloads, shifting focus to SOCAMM2 with faster speeds and broader supplier collaboration, including...
Sunday 14 September 2025
Beyond the data center: Nvidia’s GB10 and DGX Spark mark a new phase in its AI strategy
At the recent Hot Chips 2025 conference, Nvidia detailed its latest GB10 system-on-chip (SoC) architecture, representing a miniaturized application of the Blackwell GPU architecture...
Sunday 14 September 2025
Beijing Tsinghua professor warns China must cut AI reliance on Nvidia

Wei Shaojun, vice chairman of the China Semiconductor Industry Association and professor at Tsinghua University, has called on Asian nations,...

Sunday 14 September 2025
Navitas expands GaN, SiC push from consumer electronics to AI data centers
Navitas Semiconductor is expanding its portfolio beyond consumer chargers to include advanced power solutions for solar inverters, motor drives, and AI data centers, Senior Field Applications...
Friday 12 September 2025
Oracle rides AI wave with massive contracts and bullish outlook
Oracle is rapidly shaking off its reputation as a laggard in cloud computing, with new AI contracts and a strong outlook pushing its growth plans into overdrive.
Friday 12 September 2025
The 'Lights-Out' Factory: How AI is Revolutionizing Semiconductor Production
The semiconductor industry is undergoing a profound transformation, driven by the strategic integration of artificial intelligence. At SEMICON Taiwan 2025, experts from Microsoft,...
Friday 12 September 2025
Nvidia weighs microchannel lid cooling in race to tame next-gen GPU power
Nvidia's grip on the AI surge is forcing a rethink of server design, with thermal management at the forefront. Sources indicate that cooling is shifting rapidly from air to liquid...
Friday 12 September 2025
Nvidia backs Agility Robotics, with Taiwan suppliers set to ride the humanoid wave
Abico Asia and Ability Enterprise, subsidiaries of Abico Group, previously co-invested NT$300 million (approx. US$9.9 million) in Agility Robotics. Agility Robotics recently announced...