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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
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    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
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    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
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    Google seeks faster InP substrate expansion as supply chain security outweighs price
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    WF6 prices surge as Japanese plants shut and AI demand tightens supply
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    NEWS TAGGED RUBIN
    Saturday 13 June 2026
    Nvidia turns to Vera CPU in China as H200 sales stall

    Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that...

    Thursday 11 June 2026
    Questions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear
    Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year,...
    Wednesday 10 June 2026
    Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it
    Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new...
    Tuesday 9 June 2026
    Commentary: How Nvidia turned Computex into its own annual coronation
    Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending...
    Monday 8 June 2026
    Exclusive: Nvidia drops dual-piece cooling architecture for Vera Rubin platform
    Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.
    Friday 5 June 2026
    Foxconn says Nvidia's Vera Rubin AI products remain on track for 2026 shipment
    Foxconn and Foxconn Industrial Internet (FII) said at Computex that production of Nvidia's next-generation AI products is progressing smoothly, with shipments expected before the end...
    Wednesday 3 June 2026
    Micron's HBM4 push signals bigger Nvidia supply role
    Micron Technology may supply more HBM4 memory for Nvidia's next-generation Vera Rubin platform than the market currently expects, as the US memory maker ramps up equipment investment...
    Wednesday 3 June 2026
    PEGATRON Accelerates the Future of AI Factories at COMPUTEX 2026

    PEGATRON, a globally recognized total server solutions provider, today unveiled its next-generation AI infrastructure portfolio and AI factory validation framework at...

    Wednesday 3 June 2026
    Pegatron unveils Vera Rubin AI infrastructure and AI Factory validation at Computex 2026
    Pegatron announced a new generation of AI infrastructure products and an AI Factory validation framework at Computex 2026, showcasing the Nvidia Vera Rubin platform, HGX Rubin NVL8,...
    Monday 1 June 2026
    Nvidia confirms Vera Rubin in full production with 150 Taiwan suppliers powering the ramp
    Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the Vera Rubin platform has entered full production, with Taiwan's server makers and global supply chain partners manufacturing...
    Monday 1 June 2026
    AI spillover puts CPUs and ASICs on Computex stage
    Computex 2026 will open under the theme "AI Together," with attention shifting beyond Nvidia's training-focused hardware to AI computing, robotics, smart mobility, and next-generation...
    Saturday 30 May 2026
    'You're so rich now': Jensen Huang toasts Taiwan supply chain partners as Vera Rubin ramp begins
    At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation...
    Thursday 28 May 2026
    Nvidia's Rubin CPX plans clouded as Groq gains bigger inference role
    Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the...
    Saturday 23 May 2026
    Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history
    Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin —...
    Thursday 21 May 2026
    How Nvidia plans to sell Vera CPUs: Four deployment models explained
    Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the...
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    AsiaCPO
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook