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Wednesday 11 November 2026
Nvidia security probe puts Taiwan supply chain orders under scrutiny
Nvidia is a key customer for Taiwan's semiconductor and AI server supply chains. If recent national security concerns around CEO Jensen Huang affect sales in China, export approvals...
Wednesday 11 November 2026
SK Hynix taps Nvidia to speed up memory chip simulations
SK Hynix is using Nvidia's AI technology and GPU acceleration to speed up memory chip simulations, with improvements in etching-process development and tests of thermal and elastic...
Wednesday 11 November 2026
Samsung and Nvidia demonstrate up to 3,800-fold speedup in chip simulation
At Nvidia AI Day Seoul 2026, Samsung Electronics demonstrated a workflow that combined Nvidia's AI modeling tools and GPU computing with homogenization, cutting one semiconductor simulation...
Wednesday 11 November 2026
Inventec sees high-double-digit server growth in 2027
Inventec expects its server business to grow by a high-double-digit percentage in 2027, led by GPU and ASIC servers, while notebook shipments should stabilize and smart devices are...
Wednesday 11 November 2026
China's AI data center boom reveals a missing link
China's AI computing infrastructure is expanding rapidly, with local governments and state-backed investment platforms funding GPU purchases, server deployments, and data center construction...
Tuesday 10 November 2026
Intel targets silicon photonics, in-memory computing beyond GPUs
As the global semiconductor industry continues to focus on Nvidia, Intel is looking beyond GPUs to determine where next-generation computing architectures will go. In an interview...
Friday 6 November 2026
Naver's Nvidia-backed AI factory faces crucial test after US$9 billion deal
Naver is preparing to launch its Nvidia-backed AI factory business after securing an infrastructure agreement with Brookfield worth up to US$9 billion. With OpenAI and Anthropic seen...
Friday 6 November 2026
Samsung SDS begins construction of 60MW AI data center to support factory robots
Samsung SDS has begun construction of a 60MW AI data center in Gumi, South Korea, to support industrial robots and other AI applications. The project marks the first concrete step...
Thursday 5 November 2026
AI doubts mount, but server supply chain still sees strong demand
As concerns over AI deepen and negative headlines continue to emerge, companies across the AI server supply chain say customer orders remain strong. Industry sources said Nvidia GPU...
Monday 2 November 2026
AI data center boom in Taiwan faces power, high-voltage line hurdles
As AI data centers expand, Taiwan is facing challenges in securing power supply, battery backup, and cooling systems, with the state-run Taiwan Power Company (Taipower) requiring about...
Monday 2 November 2026
Iluvatar CoreX Tiangai 300 tops Nvidia H200 in select AI inference tests, with long-context and MoE gains
Chinese AI chipmaker Iluvatar CoreX has released benchmarks showing its next-generation Tiangai 300 general-purpose GPU outperforming Nvidia's H200 in selected large language model...
Monday 2 November 2026
Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI
Iluvatar CoreX has reported benchmark results showing its Tiangai 300 AI accelerator outperforming Nvidia's H200 on selected metrics, drawing renewed attention to China's progress...
Saturday 31 October 2026
Analysis: Elon Musk, Jensen Huang clash over neocloud survival
The outlook for AI neocloud providers has sparked a clash between Tesla CEO Elon Musk, who warned that more than 200 such companies could face large-scale failures or consolidation,...
Friday 30 October 2026
Analysis: Can Kazakhstan really be Europe's AI factory?
Nvidia CEO Jensen Huang's visit to Kazakhstan highlights a widening contest over AI computing capacity, as Europe seeks alternatives to infrastructure concentrated in the US and Asia...
Thursday 29 October 2026
Nvidia trims HBM4 bandwidth for Rubin platform, sources say
Nvidia is reportedly adjusting the fourth-generation high-bandwidth memory (HBM4) specification for its Vera Rubin NVL72 platform, cutting bandwidth per GPU from the previously announced...