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    Foxconn advances AI supply chain localization, spliting work between US-Mexico
    51min ago
    Memory price surge to slash US PC shipments by 13% in 2026
    51min ago
    Micron advances GDDR stacking technology to compete in post-HBM era
    51min ago
    Chinese memory firms secure nearly two-year wafer supply contracts amid AI-driven demand
    51min ago
    China's Longsys advances AI-driven memory controller architecture with SPU innovation
    51min ago
    AMEC acquired Sizone Tech to expand CMP capabilities and outlined 2026 strategy
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    NEWS TAGGED GPU
    Tuesday 31 March 2026
    Chinese GPU maker Moore Threads wins US$91 million AI cluster order

    Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

    Monday 30 March 2026
    India roundup: India resets FDI policy as rising GPU costs reshape AI strategy
    India is recalibrating FDI rules, semiconductor incentives and AI policy while expanding power capacity and attracting global players like Tesla, Keysight and DNP. Data center ambitions...
    Thursday 26 March 2026
    Rising GPU costs force India to reassess AI incentives and hardware policy
    India is reviewing its technology incentive framework as surging graphics processing unit (GPU) prices reshape the economics of these policies, with implications for both manufacturing...
    Monday 23 March 2026
    China's DeepLink unifies heterogeneous chips to boost AI computing power
    The Shanghai AI Laboratory recently unveiled its DeepLink hybrid inference solution, emphasizing heterogeneous chip collaborative computing capabilities. This move marks a breakthrough...
    Monday 23 March 2026
    Tai-Saw enters AI server and GPU module supply chains, eyes 800G by late 2026
    Tai-Saw Technology's differential oscillators are entering GPU module and AI server supply chains, potentially reshaping global networking hardware availability. With 400G shipments...
    Friday 20 March 2026
    Lumotive makes optical breakthrough, targets 10,000-port data centers

    As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone...

    Friday 20 March 2026
    Nvidia and AWS strike massive GPU supply deal through 2027

    On March 19, senior executives at Nvidia said the company has reached an agreement with the cloud computing division of Amazon to supply...

    Friday 20 March 2026
    Commentary: Nvidia sees Groq as its next Mellanox
    Since the start of 2026, Jensen Huang has twice drawn a striking parallel: likening a potential deal involving Groq to Nvidia's 2020 acquisition of Mellanox Technologies. He first...
    Thursday 19 March 2026
    Nvidia positions Groq 3 LPUs alongside Vera Rubin for an inference-first era
    The 2026 Nvidia GTC keynote signaled a clear industry shift toward inference. CEO Jensen Huang declared that "training is just the beginning — inference is the core battleground...
    Thursday 19 March 2026
    Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
    As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...
    Thursday 19 March 2026
    Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support
    Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.
    Thursday 19 March 2026
    AMD deepens ties with Naver in bid to expand AI infrastructure
    Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU...
    Thursday 19 March 2026
    Column: Cheap tokens are masking an expensive problem
    The cost of running an AI query has fallen by roughly 99% over the past two years. That should be a story about savings. Instead, it's a story about demand.
    Wednesday 18 March 2026
    AMD's Lisa Su courts Korea: Samsung HBM4 sealed, Naver next
    AMD CEO Lisa Su broadened the company's collaboration with Samsung Electronics on next-generation artificial intelligence (AI) memory and met with regional partners, including Naver,...
    Wednesday 18 March 2026
    Nvidia GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure
    Amid tightening memory supply and surging demand for AI-ready infrastructure, hardware vendors are racing to redesign systems for the next phase of enterprise AI adoption — a...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook