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NEWS TAGGED RUBIN
Friday 13 February 2026
Quanta boosts Thailand investment to expand AI server capacity
Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing...
Tuesday 10 February 2026
SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power...

Monday 9 February 2026
Samsung boosts HBM4 DRAM investment to secure market leadership
Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...
Saturday 7 February 2026
Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
Tuesday 3 February 2026
SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin
SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...
Monday 2 February 2026
Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes
With Nvidia's next-generation Rubin Ultra platform approaching launch, the shift to 800G and 1.6T high-speed interconnects and the adoption of silicon photonics (SiPh) are set to open...
Saturday 31 January 2026
Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem.

Thursday 29 January 2026
Jensen Huang hints at H200 approval for China, cements TSMC’s central role
Nvidia CEO Jensen Huang arrived in Taiwan at noon on January 28 following a visit to China for a subsidiary's year-end event, where he outlined the latest status of H200 export approvals...
Tuesday 27 January 2026
Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin
Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform...
Monday 26 January 2026
Tienpin United shifts focus to AI server cleaning amid rising demand for liquid cooling solutions
Tienpin United has officially transitioned from traditional life services to the AI sector, with its AI server cleaning business demonstrating strong growth momentum. The company reported...
Wednesday 14 January 2026
AI-driven rise in server power fuels shift to advanced cooling fan technologies
At CES 2026, Nvidia revealed Vera Rubin, which significantly increases server power consumption, underscoring the urgent need for improved power delivery and energy efficiency. This...
Wednesday 14 January 2026
BlueField creates storage-powered AI boom, controller market expected to expand
At CES 2026, Nvidia CEO Jensen Huang showcased plans for next-generation AI-native infrastructure. Aside from its Vera Rubin timeline, Huang introduced the inference context memory...
Monday 12 January 2026
Nvidia set to hit US$200 billion revenue milestone on Blackwell and China H200 chip sales
Nvidia CEO Jensen Huang emphasized strong AI computing demand at CES 2026, showcasing the latest products and technologies while dispelling AI bubble concerns. He highlighted continuous...
Friday 9 January 2026
Nvidia's Vera Rubin production timeline sparks debate as HBM4 readiness and talks with Korean memory makers draw scrutiny
Nvidia's next-generation AI superchip, Vera Rubin, has become the center of industry debate following comments by CEO Jensen Huang at CES 2026, where he said the product had entered...
Friday 9 January 2026
Nvidia weighs CCL performance and cost for VR server, plans M8.5-grade use
CES 2026 is in full swing, where Nvidia CEO Jensen Huang announced that the next-generation Vera Rubin architecture servers have entered full production, set to succeed the Blackwell...