At its third-quarter 2025 earnings call, Intel CEO Lip-Bu Tan detailed the company's roadmap and foundry strategy, emphasizing that the AI revolution is still in its infancy. He said...
AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street...
Qualcomm Technologies, Inc. has unveiled its next-generation AI inference solutions for data centers — the AI200 and AI250 chip-based accelerator cards and racks — marking...
HBM continues to be a critical resource as the AI boom is further tightening supply and demand in the memory industry. Memory leader Samsung Electronics is fixated on reclaiming its...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
