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    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump’s visit
    3h 0min ago
    Nvidia deepens Corning tie-up as China’s fiber supply chain draws attention
    3h 0min ago
    Commentary: Pre-summit G2 talks give China’s chip sector a brief reprieve
    3h 1min ago
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    3h 1min ago
    Arm’s AGI CPU demand surges as supply constraints loom
    3h 1min ago
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    3h 1min ago
    NEWS TAGGED RUBIN
    Friday 8 May 2026
    Inside Nvidia's high-stakes bet on next-generation AI cooling

    One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture...

    Wednesday 29 April 2026
    Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
    The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia,...
    Tuesday 28 April 2026
    Nanya breaks into Nvidia's AI memory ecosystem with LPDDR
    Nvidia's next-generation AI platform Vera Rubin is approaching mass production, with a key architectural shift favoring low-power DRAM. Sources familiar with the matter say Nanya Technology...
    Wednesday 15 April 2026
    Taiwan equipment makers ride advanced packaging and SiPh wave
    Nvidia is accelerating the commercial rollout of silicon photonics (SiPh) technology, marked by the launch of its Rubin Ultra platform and the gradual establishment of co-packaged...
    Wednesday 15 April 2026
    Nscale redirects OpenAI's Stargate Norway capacity to Microsoft
    Hyperscaler Nscale has agreed to rent data center capacity to Microsoft at its campus in Narvik, Norway. Located in the Arctic Circle, the site was previously intended for OpenAI as...
    Wednesday 15 April 2026
    SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

    SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid...

    Tuesday 7 April 2026
    Global AI chip suppliers compete as TSMC remains top foundry partner
    As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research...
    Tuesday 31 March 2026
    Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification
    Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...
    Thursday 26 March 2026
    Nvidia and Emerald AI partner with utilities to build grid-responsive AI data centers
    Nvidia and Emerald AI said on Tuesday that they are joining forces with a group of major US power producers — including AES Corporation, Constellation Energy, Invenergy, NextEra...
    Friday 20 March 2026
    Nvidia strategy at GTC 2026 blocks ASIC rivals with Groq deal
    At GTC 2026, Nvidia unveiled a strategic US$20 billion partnership with AI chip startup Groq, licensing its LPU technology and hiring key team members to integrate advanced inference...
    Friday 20 March 2026
    Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal
    Nvidia will supply 1 million graphics processing units (GPUs) to Amazon.com's cloud computing division by 2027 in one of the largest artificial intelligence infrastructure agreements...
    Friday 20 March 2026
    Nvidia Vera Rubin servers to drive liquid cooling demand
    Nvidia has revealed more details about its next-generation Vera Rubin (VR) servers at Nvidia GTC 2026, confirming a full transition to liquid cooling architecture. Thermal module makers...
    Thursday 19 March 2026
    Analysis: GTC 2026 widens US-China AI compute gap
    The annual Nvidia GTC conference has become a global barometer for the artificial intelligence (AI) industry. In a nearly two-hour keynote, Nvidia CEO Jensen Huang laid out a clear...
    Thursday 19 March 2026
    Nvidia positions Groq 3 LPUs alongside Vera Rubin for an inference-first era
    The 2026 Nvidia GTC keynote signaled a clear industry shift toward inference. CEO Jensen Huang declared that "training is just the beginning — inference is the core battleground...
    Thursday 19 March 2026
    Intel Xeon 6 wins CPU slot in Nvidia DGX Rubin, stakes claim in AI inference stack
    Intel's Xeon 6 processors have been selected as the host CPU for Nvidia's DGX Rubin NVL8 system — a move announced at GTC 2026 that gives concrete form to the two companies'...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook