中文網
  • 繁體
  • 简体
    •
    Trending
    CONNECT WITH US
    Commentary: How FCC ban proposal is affecting China’s optical module makers
    6h 0min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    6h 0min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    6h 1min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    6h 2min ago
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    6h 2min ago
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    6h 3min ago
    NEWS TAGGED AMD
    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
    AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028
    AI chip demand is tightening supply of IC substrates, prompting Nvidia, AMD, and hyperscalers to lock in Ajinomoto Build-up Film (ABF) capacity through 2028 and press suppliers to...
    Wednesday 5 August 2026
    AMD says US$30 billion estimate for 2027 Instinct revenue may be too low

    AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct...

    Wednesday 5 August 2026
    Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
    Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios,...
    Wednesday 5 August 2026
    AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips
    AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing...
    Sunday 2 August 2026
    Ennoconn tender for Kontron closes as Germany reviews foreign investment approval
    Ennoconn Technologies' public tender offer for its subsidiary Kontron AG closed after the offer period ended, but the final outcome still depends on a German foreign direct investment...
    Friday 31 July 2026
    Powertech bets on AMD FOPLP mass production in 2027
    Powertech Technology is pressing ahead with new growth drivers, with chairman DK Tsai saying its FOPLP project with AMD for AI advanced packaging is on schedule and is expected to...
    Thursday 30 July 2026
    Commentary: How AMD and Anthropic plan to build an AI factory not dependent on CUDA

    Nvidia's power in AI has never rested on GPU performance alone — it has also depended on the CUDA software ecosystem. That moat...

    Thursday 30 July 2026
    AMD's Helios gains ground in challenge to Nvidia's CUDA
    AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...
    Wednesday 29 July 2026
    Aewin expands AMD EPYC 9006 server lineup for AI, storage and enterprise workloads

    Aewin Technologies has introduced a four-product server lineup built around AMD's newly launched EPYC 9006 processor family, targeting...

    Wednesday 29 July 2026
    Core Scientific and AMD joing forces to boost AI infrastructure

    Core Scientific and AMD have announced a significant partnership to boost AI infrastructure and address the growing demand for artificial...

    Wednesday 29 July 2026
    South Korea and AMD sign AI semiconductor pacts to build heterogeneous computing base
    South Korea has signed two memorandums of understanding with Advanced Micro Devices (AMD) to strengthen its AI semiconductor ecosystem and accelerate heterogeneous computing infrastructure...
    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
    South Korea, AMD team up to integrate homegrown NPUs with CPUs and GPUs
    South Korea and AMD have agreed to build and demonstrate heterogeneous AI computing infrastructure integrating AMD CPUs and GPUs with homegrown neural processing units, as Seoul seeks...
    Monday 27 July 2026
    Samsung converts AMD and OpenAI ties into HBM4 supply wins

    Samsung Electronics is showing renewed momentum in the AI memory race as it deepens ties with both OpenAI and AMD, two partnerships...

    1/18 pages
    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
    reportAIglasses