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    AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus
    5min ago
    NEWS TAGGED CHIPS
    Friday 22 May 2026
    Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance

    Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two...

    Friday 22 May 2026
    Tata's Assam OSAT plant nears production as India expands chip manufacturing ambitions
    Tata Group's semiconductor facility in Assam is expected to begin production soon, marking a significant milestone in India's push to build a domestic semiconductor manufacturing industry...
    Friday 22 May 2026
    China's Wuhan optics hub bets big on AI with 12.8T module debut
    The rapid adoption of generative AI, large language models, and AI agents is accelerating global data center construction and driving a new growth cycle in optical communications....
    Friday 22 May 2026
    South Korea aims for 50% domestic defense semiconductor supply by 2029
    South Korea announced a national plan to raise domestic production of defense semiconductors to 50% by 2029, targeting heavy reliance on US and Taiwan supply chains to bolster national...
    Friday 22 May 2026
    Lam Research launches PLP Center of Excellence, replacing wafers with panels
    Advanced packaging designs are approaching the physical limitations of wafers as AI, HPC, and heterogeneous integration rapidly evolve. Subsequently, Panel Level Packaging (PLP) technology...
    Thursday 21 May 2026
    Nvidia's China hopes dim as Beijing doubles down on domestic AI chips
    Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President...
    Thursday 21 May 2026
    Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers
    Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...
    Thursday 21 May 2026
    AI chip boom strains ABF substrate supply chain
    AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...
    Thursday 21 May 2026
    TSMC's cautious capex is averting an AI bubble, says investor
    TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides...
    Thursday 21 May 2026
    China memory supplier Biwin's AI photonics funding raises questions about strategy and risk
    China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.
    Wednesday 20 May 2026
    ASML to deliver first High-NA chips within months despite cost concerns
    ASML expects its first advanced semiconductors made using next-generation High-Numerical Aperture (High-NA) extreme ultraviolet (EUV) lithography equipment to ship within months.
    Wednesday 20 May 2026
    Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890
    Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group...
    Wednesday 20 May 2026
    Amazon's AI chip push gains ground as Nvidia remains central to AWS

    Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements,...

    Wednesday 20 May 2026
    South Korea's defense chips 99% import-dependent as photonic supply chain crisis looms
    Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional...
    Wednesday 20 May 2026
    Commentary: China hardens AI self-reliance push after Trump-Xi talks
    After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook