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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    53min ago
    Memory price surge intensifies NB shortage through 2026
    53min ago
    Commentary: What's the real game behind Arm's chip venture?
    53min ago
    Chinese automakers face challenges in Mexico despite initial success
    53min ago
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
    53min ago
    Analysis: Deepdive into Huawei's 2025 annual report
    53min ago
    NEWS TAGGED GPU
    Wednesday 1 April 2026
    Nvidia's 800V-to-12V push faces industry skepticism
    Following Nvidia's promotion of its 800V-to-12V solution at the GPU Technology Conference (GTC) 2026, major power semiconductor and IDM players have successively launched related voltage...
    Wednesday 1 April 2026
    Nvidia moves beyond GPUs with three-system push to own the AI stack
    At GTC 2026, Nvidia introduced three new systems simultaneously: the Groq LPX inference rack, the Vera ETL256 CPU rack, and the STX storage reference architecture. These launches extend...
    Wednesday 1 April 2026
    China GPU maker Biren triples revenue on AI data center demand

    Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

    Wednesday 1 April 2026
    Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
    US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...
    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.
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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