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    IN THE NEWS
    Tuesday 26 May 2026
    Samsung unveils industry-first 6K Odyssey gaming monitor as China ramps panel competition
    Samsung Electronics announced a new 2026 gaming monitor lineup that includes the industry's first 6K (6,144×3,456) gaming display, positioning the company to defend high-end...
    Tuesday 26 May 2026
    Analysis: Nvidia's Vera CPU opens new front in data center chip race

    Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

    Monday 25 May 2026
    Taiwan, China wafer foundry industry, 2Q 2026: Cross-strait revenues to surge over 25%
    Taiwan and China's wafer foundry industry off-season was not slow, and the price hike effect will drive up cross-strait industry revenues in the second quarter of 2026 and full-year...
    Monday 25 May 2026
    Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance
    As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect,...
    Monday 25 May 2026
    India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets
    Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation...
    Monday 25 May 2026
    Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war
    Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments...
    Monday 25 May 2026
    Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
    Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...
    Monday 25 May 2026
    Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
    For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...
    Monday 25 May 2026
    BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5
    China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model of the Samsung Galaxy S27 smartphone by offering a price that is US$5 lower than...
    Monday 25 May 2026
    Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines
    Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting...
    Monday 25 May 2026
    AI server boom lifts memory interface chip leader, but DDR5 risks linger
    Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
    Sunday 24 May 2026
    Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?
    The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating...
    Saturday 23 May 2026
    Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history
    Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin —...
    Saturday 23 May 2026
    Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
    Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still,...
    Friday 22 May 2026
    AMD's Lisa Su says memory is becoming another pressure point for AI chips

    AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure...

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