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Friday 28 August 2026
Nvidia forms PAC to expand Washington lobbying
According to Bloomberg, Nvidia has formed a federal political action committee (PAC), expanding its Washington presence as governments debate artificial intelligence rules...
Friday 28 August 2026
Nvidia's upbeat outlook points to tighter AI supply chains ahead
Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's...
Friday 28 August 2026
Samsung diverges from TSMC on FOPLP: retains 415×510mm panel size, targets 2028 mass production
Samsung Electronics' packaging technology lead, Lee Hee-seok, outlined the company's advanced semiconductor packaging roadmap at Advanced Semiconductor Packaging & Chiplet Show...
Friday 28 August 2026
Exclusive: IC design faces wire bonding bottleneck in 2027
Surging AI chip demand continues to outstrip TSMC's advanced packaging capacity. At the same time, massive AI server shipments are driving up demand for CPUs, networking equipment,...
Friday 28 August 2026
Renesas opens physical AI, robotics lab in Beijing
Renesas Electronics has opened a physical AI and robotics lab in Beijing, a move that could speed the development of safer, smarter machines for factories, logistics, and homes worldwide...
Friday 28 August 2026
Marvell raises its outlook twice in two quarters as custom silicon, scale-up optics broaden
Marvell Technology used its second-quarter fiscal 2027 earnings call on August 27 to lift its revenue outlook for a second consecutive quarter, and the composition of the raise says...
Friday 28 August 2026
Marvell revenue climbs 37% to a record US$2.74 billion on data center demand
Marvell Technology's second quarter of fiscal 2027 was the point at which its data center business stopped being the growth engine attached to a diversified infrastructure chipmaker...
Friday 28 August 2026
Taiwan's next biotech prescription: AI drug discovery, smart devices, biomedical chips
Taiwan is charting a new direction for its biomedical industry, drawing on its strengths in semiconductors, AI hardware, precision manufacturing and healthcare. AI-powered drug discovery,...
Friday 28 August 2026
China rises to No. 2 in global CMOS image sensors, overtaking Korea with 21% share
China's CMOS image sensor industry is gaining ground beyond smartphones, with robotics emerging as one of the latest areas where domestic suppliers are linking sensor technology with...
Friday 28 August 2026
US targets Singapore's Apex Logistics in widening probe into illicit Nvidia chip smuggling to China
Efforts to curb the illicit trade of advanced AI hardware to China have intensified following a series of indictments and probes targeting the supply chain.
Thursday 27 August 2026
Rebellions targets 100-plus NPU racks as UK steps up chip spending
Rebellions is pursuing deployment of more than 100 NPU-based computing racks in the UK through a partnership with British AI infrastructure startup Callosum, giving the South Korean...
Thursday 27 August 2026
Chart: Nvidia's hyperscale revenue doubled again — and that was the slower half of the business
Nvidia has made a point of it in three consecutive earnings decks: year-on-year growth has accelerated for four straight quarters, which the company calls unprecedented at its scale...
Thursday 27 August 2026
Chart: Hyperscale capex dollar is buying less Nvidia than it did one year ago
The five largest cloud operators spent US$181.5 billion on property and equipment in the June quarter, 87% more than a year earlier. Nvidia's hyperscale revenue was US$48.7 billion...
Thursday 27 August 2026
Nvidia H200 China sales stall, with US$400M inventory charge
Nvidia said in its fiscal 2027 second-quarter results on the 27th that it sold a small number of H200 artificial intelligence (AI) processors to Chinese customers last quarter, marking...
Thursday 27 August 2026
Nvidia's inventory build shifts upstream as memory costs bite
Nvidia closed its second fiscal quarter with US$31.6 billion of inventory, but the more consequential change is what that inventory now consists of. Work in process and raw materials...