News tagged Rubin at DIGITIMES

NEWS TAGGED RUBIN

Tuesday 22 September 2026

Nvidia Rubin architecture drives high-end MLCC demand, solidifying Murata, SEMCO leadership

While market focus surrounding AI infrastructure has centered primarily on core computing components—such as GPUs, CPUs, high-bandwidth...

Monday 21 September 2026

AMAX expands liquid-cooled data center in push beyond hardware

Amax is expanding its self-built liquid-cooled data center as the company moves beyond hardware into infrastructure and engineering...

Friday 18 September 2026

Nvidia roadmap shifts to rack-scale AI with Rubin Ultra

Nvidia's latest AI platform roadmap is taking shape, with supply chain sources saying the company will enter a heavy shipment phase...

Thursday 10 September 2026

AI server ODMs face widening component mismatches, with shortages reaching 15–20%

Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in...

Wednesday 9 September 2026

OpenAI taps Firmus for Malaysia data center capacity

OpenAI has signed a multi-year agreement with Australian AI infrastructure developer Firmus for dedicated computing capacity at two data center sites in Malaysia, becoming an anchor...

Tuesday 8 September 2026

Nvidia reportedly shifts Rubin Ultra toward 8-high HBM as memory costs rise

Nvidia is reportedly shifting its Rubin Ultra AI accelerator toward an eight-high high-bandwidth memory (HBM) configuration, down from...

Sunday 6 September 2026

I-Chiun eyes Nvidia Vera Rubin supply chain as thermal business nears half of sales

I-Chiun Precision Industry is accelerating its shift from LED lead frames into high-end thermal solutions, with thermal products now accounting for 40-45% of revenue. The company expects...

Friday 4 September 2026

South Korea taps chip windfall for next tech push

South Korea is turning a semiconductor-driven tax windfall into a broader technology investment push, directing record fiscal firepower toward chips, Nvidia's Vera Rubin computing...

Friday 4 September 2026

Micron reportedly targets 2× HBM capacity by end-2026; Samsung, SK Hynix keep the scale edge

Micron is reportedly preparing to roughly double its high-bandwidth memory capacity by the end of 2026, targeting about 100,000 wafers a month while sharply increasing 12-high HBM4...

Monday 31 August 2026

Nvidia demand nearly doubles as supply meets only 70%

Nvidia reported second-quarter revenue for fiscal year 2027 of US$96.22 billion, a 106% year-over-year increase, driven by a 117% surge in data center revenue to US$89 billion. With...

Monday 31 August 2026

Repon to ship Vera Rubin rails in August, ramp ASIC in September

Server rail maker Repon began shipping Nvidia's Vera Rubin rack products in August 2026, with ASIC server rack rails set for mass production in September. The higher average selling...

Sunday 30 August 2026

China writes its first national liquid-cooling standard as AI racks approach 1MW

AI infrastructure is entering a phase in which GPUs are no longer the only constraint. Nvidia's Vera Rubin generation is pushing rack power high enough to force parallel changes in...

Friday 28 August 2026

AI data center 800VDC power architecture takes shape; future hurdles require balancing multiple key factors

Introduction

Thursday 27 August 2026

Nvidia Vera Rubin drives 800VDC, lifts BBU demand

Nvidia's GPU roadmap is pushing 800VDC into the spotlight as a key next-generation breakthrough, with battery backup modules (BBUs) set to gain in both quality and volume as high-density...

Thursday 27 August 2026

Nvidia's inventory build shifts upstream as memory costs bite

Nvidia closed its second fiscal quarter with US$31.6 billion of inventory, but the more consequential change is what that inventory now consists of. Work in process and raw materials...

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Sep 21, 08:00

GMIF 2026 Agenda Unveiled: Tech Giants on Lineup

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