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Tuesday 2 September 2025
OpenAI's rumored India Stargate plan could unlock huge growth for Nvidia and global AI server suppliers
OpenAI is exploring plans for a massive data center in India that would rank among the country's largest facilities, according to Bloomberg. The proposed site would feature...
Monday 1 September 2025
SMIC tightens grip on Beijing unit in latest wave of China wafer fab mergers
China's SMIC said it will acquire the remaining 49% stake in its subsidiary, SMIC North Integrated Circuit Manufacturing (Beijing), also known as SMIC North, through an issuance of...
Monday 1 September 2025
APCB faces pressure after capacity reduction, eyes boost from DDR5, optical modules in 2026
Taiwan-based PCB manufacturer APCB is launching two new products in 2025, following significant capacity downsizing in 2024. However, the company noted that the new QSFP optical module...
Monday 1 September 2025
South Korea’s HBM pioneer highlights hybrid bonding and compute-in-memory trends
As artificial intelligence and high-performance computing continue to advance rapidly, high-bandwidth memory (HBM) paired with GPUs has become a critical battleground in the semiconductor...
Sunday 31 August 2025
Intel veteran to head ADI’s Oregon fab as leadership exodus deepens

Narahari Ramanuja, a 25-year Intel veteran and former director of advanced packaging technology development, is leaving the company to...

Friday 29 August 2025
China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huawei
China is preparing to triple its domestic AI chip production by 2026, according to people cited by the Financial Times. Three new wafer fabs...
Friday 29 August 2025
Samsung reportedly explores BOE's WOLED panels for its gaming monitors

BOE Technology is reportedly in talks with Samsung Electronics and other manufacturers to supply white OLED (WOLED) panels for monitors,...

Friday 29 August 2025
Nvidia and Google cash in on AI inference as AMD racks up losses
Global technology giants are racing to expand AI inference capacity, and Morgan Stanley says the economics are proving extraordinary. A new report from the bank, based on detailed...
Friday 29 August 2025
Analysis: Why Taiwan sees more promise in four legs than in humanoid hype for robots
Humanoid robots remain far from commercial readiness, with ongoing doubts about their practicality and technical feasibility. As debate continues over when — or even if —...
Thursday 28 August 2025
Nvidia ramps GB300, RTX PRO, and Rubin platforms as AI infrastructure demand soars
Nvidia posted US$46.7 billion in revenue for the second quarter, up 56% year-on-year, driven by strong AI and data center demand. Looking ahead, the company is ramping GB300 racks,...
Wednesday 27 August 2025
Nvidia's CoWoP PCB architecture targets ABF substrates but faces warpage risk
Nvidia's new advanced packaging technology, Chip-on-Wafer-on-Platform (CoWoP), has moved into testing with engineering samples of its base printed circuit boards (PCBs) under verification...
Wednesday 27 August 2025
South Korea, US deepen ties with focus on nuclear energy projects
South Korean and US companies signed a total of 11 agreements across various sectors, including shipbuilding, nuclear energy, aviation, liquefied natural gas (LNG), and minerals,...
Wednesday 27 August 2025
At $30,000 a wafer, TSMC’s 2nm push still draws a rush of customers
Taiwan Semiconductor Manufacturing Company (TSMC) plans to begin volume production of its 2nm chips in the fourth quarter of 2025, despite foundry prices soaring to a record US$30,000...
Tuesday 26 August 2025
Saudi AI startup Mumain begins construction of data centers ahead of 2026 launch
Saudi Arabia's artificial intelligence startup Mumain has started building its first data centers in Riyadh and Dammam, with operations expected to commence in early 2026, reports...
Tuesday 26 August 2025
Huawei to launch AI SSD in Shanghai, aims to tackle HBM supply bottlenecks
Huawei will debut its self-developed artificial intelligence (AI) solid-state drive on August 27 at its Lianqiu Lake R&D Center. The company said the device is designed to address...