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Saturday 11 July 2026
Samsung's CXL 3.1 memory delay lays bare Intel, AMD server platform lag

Samsung Electronics has postponed mass production of its CXL 3.1 memory modules after delays to next-generation server processors from...

Saturday 11 July 2026
SunplusIT clears Intel and AMD eUSB hurdle, starts thermal imaging shipments ahead of July listing
Sunplus Innovation Technology (SunplusIT) said on July 9, 2026, that it is preparing to become a listed company in mid-July 2026 and outlined its view on market conditions in the second...
Tuesday 30 June 2026
New GPU and ASIC platforms to drive stronger server shipments in 2H26

The AI infrastructure order boom is spilling into the second half of 2026, and server supply-chain players are turning increasingly...

Tuesday 30 June 2026
Arm says it tops 50% share in hyperscale cloud as x86 grip slips

Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long...

Thursday 25 June 2026
TSMC 3nm lead times surpass one year as Samsung faces Intel in foundry push
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics'...
Monday 22 June 2026
Intel-Nvidia co-developed PC processor to reportedly debut at CES 2028

According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been...

Monday 22 June 2026
Intel and AMD unveil ACE in x86 counteroffensive against Arm

Intel and AMD have jointly introduced AI Compute Extensions (ACE), a new x86 instruction set specification designed to accelerate AI...

Monday 22 June 2026
ASMedia launches second transformation plan, targets revenue doubling, AI server market expansion
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated...
Wednesday 17 June 2026
Chip supply chains shift: TSMC's capacity crunch reportedly pushes Google, Tesla, BYD toward Samsung

Global chip buyers, including BYD, Google, AMD, and Tesla, are turning to Samsung Electronics as TSMC's advanced production lines remain...

Tuesday 16 June 2026
AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility...
Tuesday 16 June 2026
AMD to acquire MEXT to expand AI memory optimization tools
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance,...
Friday 12 June 2026
SuperAI 2026: From turbine backlogs to copper limits, AMD maps infrastructure walls closing in on AI
The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every...
Tuesday 9 June 2026
Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems
One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs,...
Tuesday 9 June 2026
AMD commits up to GBP2 billion to speed AI research in the UK
AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to...
Thursday 4 June 2026
BE Epitaxy Semiconductor targets 1.6T CPO with AMD, MediaTek
Silicon photonics (SiPh) chip designer BE Epitaxy Semiconductor turned profitable in 2025 as demand for 800G and 1.6T co-packaged optics (CPOs) heads toward explosive growth. Backed...