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Friday 9 October 2026
Samsung HBM4E wins NVIDIA nod for AI accelerator push
Samsung Electronics' next-generation 12-layer HBM4E product, a type of high-bandwidth memory (HBM), has reportedly cleared customer quality validation from Nvidia and major hyperscale...
Saturday 3 October 2026
Biren readies BR20X, sharpening China's AI GPU challenge to Nvidia
Biren Technology is preparing its next-generation GPU for mass production, advancing a domestic AI accelerator roadmap built around broader low-precision support and locally available...
Friday 2 October 2026
AMD bets on AI demand by buying World Labs
Under Lisa Su's 12-year tenure at Advanced Micro Devices (AMD), the company has gradually moved beyond its role as Intel's challenger in the CPU market. But in the accelerator market...
Friday 2 October 2026
DIGITIMES Insight: Intel, TSMC, Samsung converge on backside power — packaging becomes the next divide
Data center AI accelerator package power has climbed from about 500W in the A100 generation to roughly 3,500–4,000W for Rubin Ultra-class products expected in 2027, pushing supply...
Thursday 1 October 2026
Google to test AI computing in space with first orbital TPU launch
Google is preparing to send its in-house AI accelerator, the Tensor Processing Unit (TPU), into low Earth orbit for the first time as it explores whether AI computing can eventually...
Thursday 1 October 2026
ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...
Wednesday 30 September 2026
DeepSeek brings software tools to Huawei's Ascend 950 to take on Nvidia
DeepSeek is bringing more of the software used to develop its AI models to Huawei Technologies' Ascend 950 processors, deepening cooperation as Chinese technology companies seek to...
Tuesday 22 September 2026
Alibaba speeds V900 rollout, targeting 20GW of data centers
Alibaba Group is accelerating the rollout of its next-generation Zhenwu V900 accelerator by about six months as it expands a vertically integrated computing platform spanning processors,...
Monday 21 September 2026
Rebellions chips process over 4 billion tokens a day for SK Telecom
South Korean AI chipmaker Rebellions has expanded its neural processing units (NPUs) across four commercial SK Telecom services, with the infrastructure now processing about 14 million...
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)...

Thursday 17 September 2026
Samsung bets on zHBM as 2.5D memory nears its limits
Samsung Electronics is betting on vertically stacked zHBM to move memory beyond the physical constraints of conventional 2.5D architectures, setting a system-level target of raising...
Thursday 17 September 2026
Huawei Connect 2026: Ascend 960 puts industry-first NPO supernode at heart of Huawei's AI scale-up bet
Huawei has unveiled its next-generation Ascend 960 supernode, positioning near-packaged optics (NPO) at the centre of its effort to scale AI computing beyond the limits of individual...
Wednesday 16 September 2026
Samsung backs Dutch AI chip startup Euclyd in US$230M funding round
Samsung Electronics is investing in Dutch AI chip startup Euclyd as part of a more than EUR200 million (about US$230.9 million) Series A funding round, highlighting growing efforts...
Wednesday 16 September 2026
Astera says customers are rethinking HBM needs for AI accelerators

AI infrastructure customers are starting to reconsider how much high-bandwidth memory (HBM) needs to be placed alongside accelerators...