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    Analysis: BYD bets on vertical integration rather than raw chip power with new smart driving SoC
    Jun 1, 18:46
    China’s underwhelming holiday season shows memory hikes still weigh on consumer demand
    Jun 1, 18:46
    Taiwan PCB output could top NT$1 trillion in 2026 but risk remain
    Jun 1, 18:46
    Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand
    Jun 1, 18:45
    Agentic AI drives a global compute shortage across the full supply chain
    Jun 1, 18:45
    NEWS TAGGED NVIDIA
    Wednesday 27 May 2026
    Nvidia CEO says Taiwan needs more electricity, ministry confirms 5.2 GW of gas capacity to be added
    Nvidia CEO Jensen Huang, who is visiting Taiwan for two weeks, stated that the island's manufacturing sector is developing rapidly and needs more electricity.
    Wednesday 27 May 2026
    SK Hynix seeks to embed cooling inside HBM to beat the heat
    SK Hynix has unveiled a new high-bandwidth memory technology designed to reduce heat buildup in next-generation AI systems, as rising computing density turns thermal management into...
    Tuesday 26 May 2026
    Nvidia and Marvell CEOs to share Computex stage— How US$2 billion turned rivals into partners
    When Nvidia quietly wrote a US$2 billion check to Marvell Technology earlier this year, it was less a financial bet than a strategic maneuver — one that converted a potential...
    Tuesday 26 May 2026
    AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem

    When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners...

    Tuesday 26 May 2026
    China pushes homegrown AI stack with local chips, LLMs

    Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National...

    Tuesday 26 May 2026
    Intel CEO Lip-Bu Tan Taiwan-bound for closed-door meetings ahead of Computex
    Intel CEO Lip-Bu Tan is set to arrive in Taiwan this weekend, joining AMD CEO Lisa Su and Nvidia CEO Jensen Huang in a high-stakes push by the world's top chip leaders to deepen ties...
    Tuesday 26 May 2026
    Longwell joins Nvidia AI server supply chain and speeds Thailand expansion for AI and LEO demand
    Longwell, a cable and connector supplier, said on May 25 that it has entered Nvidia's supply chain for the next-generation AI server platform after its high-power cables passed the...
    Tuesday 26 May 2026
    ADATA outlines cloud-to-edge AI ecosystem and cost-cutting AI Scaler at COMPUTEX 2026
    ADATA Technology said it will present a cloud-to-edge artificial intelligence ecosystem at COMPUTEX 2026, bringing together its enterprise storage brand TRUSTA, ADATA Industrial, gaming...
    Tuesday 26 May 2026
    Analysis: Nvidia's Vera CPU opens new front in data center chip race

    Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

    Monday 25 May 2026
    Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war
    Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments...
    Monday 25 May 2026
    Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties
    Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI...
    Monday 25 May 2026
    Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix
    Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply...
    Monday 25 May 2026
    Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
    For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...
    Monday 25 May 2026
    Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources
    Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are...
    Monday 25 May 2026
    Embedded substrates draw AI chip interest as packaging turns strategic
    Rising interest in embedded substrates among Nvidia, AMD, and Intel signals potential shifts in AI data‑center supply chains, as the technology promises improved signal integrity...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook