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    TSMC's cautious capex is averting an AI bubble, says investor
    9min ago
    Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies
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    White House plans voluntary frontier-model review, in bid to close gap with China and EU
    13min ago
    SpaceX IPO reveals Musk's US$4 billion AI gamble
    53min ago
    China tightens solar policy to cull excess TOPCon capacity
    May 20, 20:14
    Taiwan retains control of the AI server ecosystem, but for how long?
    May 20, 20:14
    Exclusve: China tightens funding on TOPCon while backing HJT and BCsolar technologies
    May 20, 20:14
    AI humanoid robot race intensifies as Taiwan suppliers target core joint supply chains
    May 20, 20:14
    SK Hynix plans to convert Cheongju mask plant for wafer testing to lift HBM yields
    May 20, 20:14
    NEWS TAGGED CPU
    Thursday 21 May 2026
    Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin
    Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...
    Wednesday 20 May 2026
    Nvidia earnings set to beat again on AI rack boom
    Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
    Wednesday 20 May 2026
    Intel prioritizes high-end CPUs as AI demand tightens global supply
    Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global...
    Tuesday 19 May 2026
    Arm faces US antitrust probe after announcing plan to design its own chips
    Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its...
    Monday 18 May 2026
    DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes
    Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another...
    Friday 15 May 2026
    Global server market and shipments, 2026: Agentic AI drives global server shipments near 20 million mark in 2026

    Introduction

    Thursday 14 May 2026
    ASMedia reports record profit as it expands beyond PC chips into AI and automotive
    Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring...
    Wednesday 13 May 2026
    China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

    The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...

    Tuesday 12 May 2026
    PC chip demand stays murky in 2H26 as pre-buying clocks key
    Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...
    Tuesday 12 May 2026
    Arm's AGI CPU demand surges as supply constraints loom
    Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...
    Friday 8 May 2026
    Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
    AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...
    Friday 8 May 2026
    Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

    Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with...

    Thursday 7 May 2026
    Nvidia, AMD and Intel starve the PC market to feed the AI boom
    The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.
    Thursday 7 May 2026
    Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
    During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...
    Thursday 7 May 2026
    Arm's licensing surge masks smartphone market slowdown
    Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...
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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