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    China silicon wafer makers expand 12-inch capacity and consolidate mature-node operations
    Aug 10, 17:26
    Cambricon and Moore Threads post strong 1H26 growth as China AI chips move to deployment
    Aug 10, 17:26
    Google readies Pixel 11 lineup, market breakthrough still under question
    Aug 10, 17:26
    Interview: Nvidia says networking is the core of AI computing as AI factories scale
    Aug 10, 17:25
    China auto brand slump pushes parts makers toward North America, Japan
    Aug 10, 17:25
    Taiwan producer prices surge as non-China supply chains face rising pressure
    Aug 10, 17:25
    NEWS TAGGED RUBIN
    Friday 7 August 2026
    Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

    SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets...

    Friday 7 August 2026
    Nvidia tests leaner Rubin Ultra memory designs with 2027 HBM supply in question
    Nvidia is testing sharply lower-memory versions of its next-generation Rubin Ultra GPU, a sign that the worsening high-bandwidth memory (HBM) shortage is beginning to reshape the specifications...
    Thursday 6 August 2026
    Auras Technology sees July 2026 revenue more than double on liquid cooling demand
    Auras Technology reported a sharp rise in July 2026 revenue, more than doubling from a year earlier. The increase was mainly driven by customers expanding the adoption of liquid cooling...
    Friday 31 July 2026
    AI server BBU demand triples battery-module capacity ahead of 800V HVDC rollout

    Backup battery units are set to become standard equipment in AI servers using 800V high-voltage direct current architectures, according...

    Tuesday 28 July 2026
    Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform
    Nvidia has made a strategic investment in Safe Superintelligence Inc. and announced a long-term partnership with the secretive AI lab founded by OpenAI co-founder Ilya Sutskever, giving...
    Monday 27 July 2026
    Nvidia's Vera CPU targets go beyond Intel and AMD
    After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally...
    Friday 24 July 2026
    Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp
    SemiAnalysis recently forecast that large-scale deployment of Nvidia's native single-ended 800V high-voltage direct current power architecture could slip from the market's previous...
    Thursday 23 July 2026
    Nvidia pushes Spectrum-6 Ethernet into gigascale AI factories, tightening grip on network layer

    Nvidia is moving to lock down the networking layer of the world's largest AI data centers, unveiling its Spectrum-6 Ethernet switch...

    Wednesday 22 July 2026
    Nvidia's Huang to meet Samsung, SK and Naver chiefs in Silicon Valley, reports say
    Samsung Electronics executive chairman Lee Jae-yong, SK Group chairman Chey Tae-won and Naver founder and board chairman Lee Hae-jin are reportedly preparing to meet Nvidia CEO Jensen...
    Wednesday 22 July 2026
    Wistron opens first US mass-production plant; Jensen Huang says more factories needed as Nvidia capacity doubles
    Wistron officially opened its Dallas, Texas plant on July 21, becoming the company's first mass-production facility in the US and the first US mass-production plant among Nvidia's...
    Wednesday 22 July 2026
    Nvidia details AI rack strategy with Vera Rubin NVL72 and custom Vera CPU

    Nvidia's newly detailed Vera Rubin NVL72 is being pitched less as a faster chip and more as a cheaper unit of AI output. This shift...

    Monday 20 July 2026
    HBM4 battle shifts to cooling as hybrid bonding slips
    Sixth-generation high-bandwidth memory (HBM4) shipments paired with Nvidia Vera Rubin will keep rising in the second half of 2026, setting up a head-to-head fight among the three major...
    Friday 17 July 2026
    Japan steps up sovereign AI ambitions as Noetra launches multimodal AI project, plans infrastructure of 27,500 Nvidia Rubin GPUs
    Noetra has launched full-scale R&D for a Japan-developed multimodal foundation model, a move that could shape the future of AI robots, industrial automation, and so-called physical...
    Thursday 16 July 2026
    Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill

    Nvidia co-founder and chief executive Jensen Huang used a developer event in Tokyo on July 15 to reject reports that manufacturing...

    Wednesday 15 July 2026
    Samsung has yet to receive HBM4 volume-production order from Nvidia, dealsite reports
    Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsite...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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