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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    51min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    51min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    52min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    52min ago
    Offshore wind projects face bidding failures as supply chain warns of a market gap
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    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
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    NEWS TAGGED CPU
    Wednesday 5 August 2026
    AMD says server CPU market to hit US$220B by 2030

    AMD expects the market for server central processing units (CPUs) to reach approximately US$220 billion by 2030, up from an estimate...

    Wednesday 5 August 2026
    Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
    After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...
    Saturday 1 August 2026
    Posiflex revenue rises 46% in the second quarter on Europe and Asia demand
    Posiflex Technology reported a sharp sequential rebound in the second quarter of 2026, with consolidated revenue climbing 46% to NT$5.183 billion (US$160.3 million). The industrial...
    Friday 31 July 2026
    Intel's rare Atom IP deal gives RosaicLabs a shortcut to custom x86 chips

    Intel has granted stealth chip startup RosaicLabs access to parts of its Atom processor technology, potentially including register-transfer...

    Thursday 30 July 2026
    Intel's reported DDR4 CPU revival expected to boost PC demand in second half
    With AI server demand continuing to absorb DRAM production capacity, DDR5 memory prices remain elevated and are expected to rise further.
    Thursday 30 July 2026
    Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

    Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and...

    Thursday 30 July 2026
    Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares
    Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower...
    Wednesday 29 July 2026
    AI shift to inference boosts CPU server demand across the supply chain
    The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...
    Tuesday 28 July 2026
    Nvidia's Vera targets AI server growth, with CSP adoption the key test
    Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing...
    Monday 27 July 2026
    Nvidia's Vera CPU targets go beyond Intel and AMD
    After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally...
    Friday 24 July 2026
    AMD redraws server chip strategy as AI workloads evolve
    AMD has launched its sixth-generation EPYC Venice server processor as the foundation of its next-generation AI data center platform, while CEO Lisa Su said the company is reshaping...
    Friday 24 July 2026
    AMD's latest 2nm-EPYC rollout signals broader role for CPUs in the AI data center
    AMD unveiled its sixth-generation EPYC 9006 server processors, widening its push into AI data centers with chips designed for agentic AI, cloud computing, enterprise workloads, and...
    Thursday 23 July 2026
    Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
    The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...
    Thursday 23 July 2026
    Commentary: Intel must show real AI orders to prove its turnaround
    Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...
    Wednesday 22 July 2026
    Nvidia details Vera CPU for agentic AI workloads
    Nvidia has outlined the design of its Vera CPU, positioning the chip for agentic AI systems that rely heavily on the processor for code execution, tool calls, retrieval, and data handling...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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