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    NEWS TAGGED RUBIN
    Wednesday 11 March 2026
    Nvidia audits Samsung HBM4 packaging for Rubin GPUs, report says
    Nvidia has reportedly conducted a series of closely spaced visits to Samsung Electronics' semiconductor packaging campus in Cheonan, South Korea, signaling that verification of the...
    Monday 9 March 2026
    Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
    Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...
    Monday 9 March 2026
    Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

    Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity...

    Monday 2 March 2026
    Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook
    Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid...
    Monday 2 March 2026
    Nvidia's Vera Rubin platform faces HBM4, cooling, and software hurdles ahead of ramp
    Nvidia's next-generation Vera Rubin platform has moved from public unveiling to early customer sampling, with the company projecting a broader production ramp later this year. Both...
    Thursday 26 February 2026
    Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits
    Nvidia's GTC 2026 will be held in mid-March. CEO Jensen Huang is expected to address concerns about an AI bubble while reaffirming that the Vera Rubin platform has entered mass production...
    Thursday 26 February 2026
    Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture
    At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...
    Tuesday 24 February 2026
    Intel on edge as Nvidia sells Grace CPU separately to Meta
    Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell...
    Tuesday 24 February 2026
    Nvidia reportedly adopts tiered HBM4 supply strategy, Samsung set to secure high-end GPU orders
    Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product...
    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...
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    Research Report Database
    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