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Saturday 25 October 2025
OpenAI, AMD, Broadcom unite behind Ethernet to reshape AI infrastructure
The Ethernet for Scale-Up Networking (ESUN) Alliance officially launched at the 2025 Open Compute Project (OCP) Global Summit, uniting North America's AI heavyweights, including OpenAI,...
Saturday 25 October 2025
Intel reaffirms 14A, deepens Nvidia alliance
Intel Corporation moved to dispel speculation over the possible discontinuation of its 14A process technology during its third-quarter 2025 earnings call, affirming that development...
Thursday 23 October 2025
SEDEX 2025: Samsung debuts HBM4; SK Hynix showcases rival design
Samsung Electronics and SK Hynix unveiled their next-generation high-bandwidth memory (HBM4) at SEDEX 2025 in South Korea, marking Samsung's first public display of an HBM4 sample...
Thursday 23 October 2025
AIC to supply AMD's wider Helios AI server cabinets starting 2Q26
AIC and AMD are launching the MI450 series Helios AI server cabinets in the second quarter of 2026, enhancing component placement and supported by partnerships with major tech firm...
Thursday 23 October 2025
AI server PCB demand fuels fierce CCL material supply battle
As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for...
Wednesday 22 October 2025
TSMC strengthens foundry 2.0 leadership, backed by robust AI chip packaging demand
AI investment has boosted semiconductor demand, with TSMC reporting a third-quarter 2025 revenue of US$33.1 billion. Strong advanced packaging demand, supported by Nvidia GPUs, benefits...
Wednesday 22 October 2025
OpenAI diversifies chip suppliers to challenge Nvidia's infrastructure dominance
OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia Corporation, the dominant supplier in the AI hardware space. Although...
Wednesday 22 October 2025
Taiwan motherboard makers ride AI server boom as spinoffs loom
As AI server deployment accelerates, Taiwan's four major motherboard manufacturers are experiencing notable shifts in growth momentum and product mix. Following ASRock's server motherboard...
Wednesday 22 October 2025
Commentary: How Nvidia's 5 moves keep ASIC rivals at bay
As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance...
Tuesday 21 October 2025
Samsung's HBM4 logic die yield reportedly surpasses 90% ahead of Nvidia final tests
Samsung Electronics is preparing to enter the final quality testing phase for Nvidia's sixth-generation high-bandwidth memory (HBM4), as its foundry division ramps up wafer production...
Tuesday 21 October 2025
GaN technology set to decide AI server power chip battle
As Nvidia boldly announces the arrival of 800V high-voltage power supplies for AI servers, nearly all leading power semiconductor players have joined its supply chain. The industry...
Tuesday 21 October 2025
South Korea's APEC CEO Summit to spotlight AI
The Asia-Pacific Economic Cooperation (APEC) CEO Summit will take place from October 28-31, 2025, in Gyeongju, South Korea, gathering about 1,700 global business and economic leaders...
Tuesday 21 October 2025
Google's growing TPU empire fuels Broadcom–MediaTek upside
Google's "TPU as a Service" is drawing an increasing number of enterprise clients keen to expand cooperation, pointing to strong growth prospects. The key beneficiaries are expected...
Tuesday 21 October 2025
Samsung's HBM4 business shows promise as 1c DRAM yield nears 80%
Samsung Electronics has boosted its sixth-generation 1c DRAM yield to nearly 80%, enhancing its HBM4 competitiveness. Production is ramping up at the Pyeongtaek plant, with tests...
Tuesday 21 October 2025
Nvidia sparks Taiwan competition with new microchannel cooling technology
Nvidia is planning to promote new cooling technologies in response to increasing demand for AI server cooling. In addition to the Microchannel Lid (MCL), the company is also said...