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    Resonac develops 12-inch SiC substrate to target AI and EV demand
    4h 10min ago
    High-end GPUs may be slowing China’s AI compute expansion
    4h 10min ago
    2026 smartphone SoC battle centers on NPU as vendors boost cores and memory for agentic AI
    4h 10min ago
    LGES and Samsung SDI ESS orders reportedly fill two years of North America capacity
    4h 11min ago
    Analysis: China's 15th five-year plan spotlights diamond materials for AI cooling
    4h 11min ago
    NEWS TAGGED AMD
    Thursday 17 September 2026
    AMD pivots to China developer ecosystems as Nvidia retreats

    As Nvidia gradually retreats from China's high-end AI accelerator market amid strict US export controls, Advanced Micro Devices (AMD)...

    Tuesday 8 September 2026
    Samsung allocates more than half of 4nm foundry capacity to HBM4
    Samsung Electronics is allocating more than half of its 4nm foundry capacity to base dies for sixth-generation high-bandwidth memory (HBM4) as it accelerates shipments to major AI...
    Wednesday 2 September 2026
    Nvidia and Micron top NT$4.4T in Taiwan investment
    On the eve of the opening of SEMICON Taiwan 2026, the Ministry of Economic Affairs (MOEA) hosted the Semicon Network Summit, where President Ching-Te Lai said Nvidia invests and procures...
    Thursday 27 August 2026
    AMD, Broadcom book most of Powertech's FOPLP capacity ahead of 2027 ramp
    Powertech Technology (PTI) is preparing to move its fan-out panel-level packaging (FOPLP) technology into mass production by mid-2027. AMD and Broadcom are backing demand, and most...
    Wednesday 26 August 2026
    TSMC packaging shift could boost AMD CoWoS share and trim Nvidia's allocation
    Morgan Stanley said TSMC's advanced packaging allocation is expected to shift in 2027, as processor demand tied to agentic AI lifts AMD's CoWoS usage and reduces Nvidia's share. The...
    Wednesday 26 August 2026
    Hot Chips 2026: Nvidia pushes deeper into server CPUs with Vera
    Nvidia used Hot Chips 2026 to disclose more details about Vera, its next-generation data-center CPU, as the company pushes deeper into the standalone server processor market long dominated...
    Tuesday 25 August 2026
    Intel x86 share drops below 70% as AMD reaches a record high
    Intel's long-running lead in x86 processors slipped below a major threshold in the second quarter of 2026, even as AI infrastructure spending helped support demand. New market data...
    Tuesday 25 August 2026
    Intel pitches Diamond Rapids at Hot Chips as server CPU competition heats up
    Intel pitched its next-generation Diamond Rapids Xeon at Hot Chips 2026 as the company bets that agentic AI will increase the role of general-purpose processors in AI infrastructure,...
    Thursday 20 August 2026
    SK Hynix's new HBM team lands in Nvidia and AMD's backyard — co-design is becoming the way to win HBM4 orders
    SK Hynix is reported to be assembling a high-bandwidth memory (HBM) design team in Silicon Valley, a move that would deepen its co-design work with major US chip customers. Analysts...
    Thursday 20 August 2026
    Nvidia and AMD chase US open model lead as China shifts race
    Hugging Face's latest summer 2026 open model report says Chinese labs have continued to lead in frontier open-model parameter scale since 2026, while the US center of competition has...
    Wednesday 19 August 2026
    Google and AMD target post-GPU era with Frozen v2 and Taalas
    Advanced Micro Devices (AMD) recently announced its acquisition of Canadian AI chip startup Taalas to sharpen its competitive edge in AI inference. Taalas' core technology bakes model...
    Wednesday 19 August 2026
    Google's v10 TPU opens door to AMD without sidelining Broadcom, MediaTek

    Market speculation that AMD is working with Google on technology for its v10-generation tensor processing unit (TPU) has prompted questions...

    Tuesday 18 August 2026
    Commentary: AMD's Taalas acquisition echoing Jensen Huang's Groq strategy

    On February 20, 2026, Canadian AI chip startup Taalas unveiled its HC1 inference chip. Taalas said the chip ran the Llama 3.1 8B model...

    Tuesday 18 August 2026
    Why AMD still owns US$565M of SpaceX shares after Musk chose Nvidia
    Elon Musk has made SpaceX's AI hardware strategy unusually clear: future infrastructure will rely exclusively on Nvidia chips and technology. Yet AMD, Nvidia's largest rival in AI...
    Monday 17 August 2026
    AMD eyes Taalas: will the system ditch HBM, advanced packaging, 3D stacking?
    The AI compute landscape was jolted in February 2026 by Taalas, a Canadian startup founded by former AMD and NVIDIA architect Ljubisa Bajic. Emerging with an unconventional "Model-Based"...
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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
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