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Friday 24 July 2026
AMD sees AI demand broadening beyond chips, as Helios ramps toward shipment
AMD CEO Lisa Su said demand from cloud service providers and enterprise customers continued to climb rapidly, reinforcing AMD's view that the artificial intelligence (AI) market still...
Friday 24 July 2026
Analysis: Why Nvidia is betting Japan's manufacturing data will power physical AI

Nvidia CEO Jensen Huang's whirlwind visit to Japan in mid-July extended well beyond product announcements and public appearances. Alongside...

Thursday 23 July 2026
BMW Group names Benjamin Nagel to lead Hong Kong, Macau and Taiwan

BMW Group has appointed Benjamin Nagel as managing director of BMW Group's importer markets in Hong Kong, Macau and Taiwan, effective...

Thursday 23 July 2026
South Korean president to meet Nvidia and OpenAI CEOs on US trip

South Korean president Jae-Myung Lee will launch an economic diplomacy tour centered on AI, advanced industries, and supply chain cooperation,...

Thursday 23 July 2026
Tesla names TSMC, Samsung, Micron as key partners for Optimus robot scale-up

Tesla is building an entirely new supply chain from scratch to support its Optimus humanoid robot program, with CEO Elon Musk naming...

Thursday 23 July 2026
Jensen Huang says Nvidia and Wistron are mass-producing AI servers like phones
Nvidia CEO Jensen Huang said the company is working with Wistron to mass-produce GB300 AI servers like phones as AI spreads across industries and demand surges. He made the remarks...
Wednesday 22 July 2026
Nvidia's Huang to meet Samsung, SK and Naver chiefs in Silicon Valley, reports say
Samsung Electronics executive chairman Lee Jae-yong, SK Group chairman Chey Tae-won and Naver founder and board chairman Lee Hae-jin are reportedly preparing to meet Nvidia CEO Jensen...
Wednesday 22 July 2026
Memory shortage to worsen in 2027 as AI inference strains supply, Silicon Motion CEO says
The global memory shortage will worsen in 2027 and may not begin to ease until the second half of 2028, with prices likely to remain elevated for the next two to three years, according...
Tuesday 21 July 2026
Pat Gelsinger: Intel missed GPU boom, warns Taiwan energy risk

Former Intel CEO Pat Gelsinger has criticized Intel's past strategy in a recent interview, revisiting the company's history with Nvidia...

Monday 20 July 2026
Commentary: Apple sues OpenAI, but Trump holds the whistle

Apple has filed a sharp antitrust-style complaint against OpenAI, turning a once-celebrated AI partnership into a legal clash over...

Monday 20 July 2026
Jensen Huang's week in Tokyo: what Nvidia's Japan trip reveals about future partners
Nvidia founder and CEO Jensen Huang spent last week in Tokyo meeting government officials, robotics makers and dozens of supply chain executives, as the company deepens its push into...
Monday 20 July 2026
Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth
Nvidia CEO Jensen Huang has delivered a clear message ahead of his trip to Japan: the chipmaker's growth is still accelerating, even with quarterly revenue approaching US$100 billi...
Friday 17 July 2026
CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO...

Friday 17 July 2026
SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers
As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined...
Thursday 16 July 2026
C.C. Wei on EMIB, memory envy, and why TSMC won't squeeze its customers
TSMC Chairman and CEO C.C. Wei used the company's second-quarter 2026 earnings call to push back on two narratives gaining traction among analysts: that rival packaging technologies...