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    Analysis: BYD bets on vertical integration rather than raw chip power with new smart driving SoC
    6h 56min ago
    China’s underwhelming holiday season shows memory hikes still weigh on consumer demand
    6h 56min ago
    Taiwan PCB output could top NT$1 trillion in 2026 but risk remain
    6h 56min ago
    Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand
    6h 56min ago
    Agentic AI drives a global compute shortage across the full supply chain
    6h 56min ago
    NEWS TAGGED INFRASTRUCTURE
    Friday 27 February 2026
    From equipment to talent, Japan moves to anchor India's chip expansion
    Japan is planting its flag in India's semiconductor sector — and doing so fast. The market is projected to reach US$110 billion by 2030, and Japanese firms are racing to claim...
    Friday 27 February 2026
    SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M

    AI chip startup SambaNova Systems has introduced its fifth-generation processor, the SN50, positioning it as a direct alternative to Nvidia’s...

    Thursday 26 February 2026
    BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave
    As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional...
    Thursday 26 February 2026
    Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture
    At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...
    Thursday 26 February 2026
    Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
    Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...
    Thursday 26 February 2026
    Analysis: As Stargate stalls, Musk races ahead in AI infrastructure
    The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project...
    Thursday 26 February 2026
    Nvidia says AI monetization supports sustained CSP capex
    During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management...
    Thursday 26 February 2026
    9th AI EXPO KOREA to Open with Free Visitor Registration

    Artificial Intelligence Industry Exhibition (hereinafter, AI EXPO KOREA 2026) - the largest AI exhibition in Asia, presenting a comprehensive view of the present and...

    Thursday 26 February 2026
    ASUS Reveals Optimized Liquid-Cooling Solutions and Strategic Partner Framework

    ASUS today announced ASUS Optimized Liquid-Cooling Solutions and a strategic partner framework designed to address the escalating thermal, power, and density challenges...

    Wednesday 25 February 2026
    China targets fivefold jump in advanced chip output to fuel AI expansion
    China is preparing a fivefold increase in domestic advanced logic chip output within one to two years to support its expanding AI computing infrastructure, according to people familiar...
    Wednesday 25 February 2026
    Nvidia deploys AI-driven cybersecurity to protect critical infrastructure
    Nvidia is extending its enterprise infrastructure strategy into operational technology (OT) cybersecurity, applying accelerated computing and AI to protect energy grids, manufacturing...
    Wednesday 25 February 2026
    Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track
    A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told...
    Wednesday 25 February 2026
    AMD and Meta seal US$100 billion AI infrastructure deal for 6GW of Instinct GPUs
    Advanced Micro Devices (AMD) and Meta have entered into a multi-year agreement to deploy up to 6 gigawatts of AMD Instinct GPUs to power Meta's next-generation AI data centers, marking...
    Wednesday 25 February 2026
    Intel taps SambaNova for AI inference push via partnership and minority stake
    Intel has opted for a multi-year collaboration and minority investment in SambaNova Systems rather than a full acquisition, signaling a more capital-disciplined approach as it seeks...
    Wednesday 25 February 2026
    China AI server buildout strains optical module, MLCC capacity
    China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook