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    NEWS TAGGED GPU
    Friday 6 February 2026
    Nvidia delays new gaming GPU as AI boom strains memory supply

    Nvidia has postponed the release of its next-generation gaming graphics processing units (GPUs) this year as a global shortage of memory...

    Friday 6 February 2026
    Beyond 260,000 GPUs: How Nvidia powers South Korea's physical AI push
    In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South...
    Wednesday 4 February 2026
    Intel CEO unveils plans to enter GPU market dominated by Nvidia
    Intel is making a bold strategic push into graphics processing units (GPUs), a segment long dominated by Nvidia. According to Reuters, Intel CEO Lip-Bu Tan announced on Tuesday...
    Monday 2 February 2026
    Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand
    Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
    Monday 2 February 2026
    Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes
    With Nvidia's next-generation Rubin Ultra platform approaching launch, the shift to 800G and 1.6T high-speed interconnects and the adoption of silicon photonics (SiPh) are set to open...
    Thursday 29 January 2026
    Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

    Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

    Wednesday 28 January 2026
    MetaX revenue more than doubles to US$230 million as losses narrow
    China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
    Tuesday 27 January 2026
    Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin
    Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform...
    Monday 26 January 2026
    Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities
    Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue...
    Monday 26 January 2026
    The ASIC server wars begin as Nvidia squeezes the margins
    ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...
    Thursday 22 January 2026
    Google's TPU strategy said to give Inventec larger role in AI server manufacturing

    Servers built around custom AI chips, known as application-specific integrated circuits (ASICs), have emerged as a focal point of the...

    Thursday 22 January 2026
    Why Intel poached a Qualcomm GPU chief to bet on AI graphics

    Eric Demers, a veteran GPU architect who until recently served as Senior Vice President of Engineering at Qualcomm and led its GPU business,...

    Wednesday 21 January 2026
    Intel recruits Qualcomm GPU chief to lead future AI PC efforts
    Intel has poached Eric Demers, a veteran GPU architect, known for developing Qualcomm's proprietary Adreno GPU architecture. Demers will become Intel's senior vice president of GPU...
    Wednesday 21 January 2026
    China's AI industry reshapes as GPUs rise to be core strategic asset
    As geopolitical tensions escalate, China's AI industry development is shifting from the application layer to underlying computing power and core chip technologies, with GPU- and AI...
    Saturday 17 January 2026
    Render Network predicts fully brand-owned AI experiences and GPU-powered creation surge in 2026
    Render Network forecasts that 2026 will see brands adopting fully autonomous AI systems that reflect their identity across customer interactions, while consumer GPUs will enable creators...
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    Research Report Database
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook