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    AI server demand drives sharp MLCC price increases
    8h 22min ago
    Chinese automakers paused price hikes as memory and LFP costs surged
    8h 22min ago
    Taiwanese aftermarket auto parts gain advantage as US tariff relief lifts demand
    8h 22min ago
    TSMC 3nm lead times top one year as Samsung faces Intel in foundry push
    8h 23min ago
    IC design firms widen supplier lists as packaging and testing capacity stays tight
    8h 23min ago
    China accelerates helium bank plan as supply tightens
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    NEWS TAGGED NVIDIA
    Thursday 16 April 2026
    Samsung targets May HBM4E samples for Nvidia after validation

    Samsung Electronics is aiming to produce its first samples of next-generation high-bandwidth memory (HBM4E) as early as May, with plans...

    Wednesday 15 April 2026
    Taiwan equipment makers ride advanced packaging and SiPh wave
    Nvidia is accelerating the commercial rollout of silicon photonics (SiPh) technology, marked by the launch of its Rubin Ultra platform and the gradual establishment of co-packaged...
    Wednesday 15 April 2026
    Nscale redirects OpenAI's Stargate Norway capacity to Microsoft
    Hyperscaler Nscale has agreed to rent data center capacity to Microsoft at its campus in Narvik, Norway. Located in the Arctic Circle, the site was previously intended for OpenAI as...
    Wednesday 15 April 2026
    RISC-V gains ground in AI data centers with Nvidia backing SiFive

    AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance...

    Wednesday 15 April 2026
    SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

    SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid...

    Wednesday 15 April 2026
    Nvidia unveils 'Ising' AI models to accelerate quantum computing development
    Nvidia has introduced a new open family of AI models called Ising, designed to address two of the most persistent engineering bottlenecks in quantum computing: processor calibration...
    Wednesday 15 April 2026
    Nvidia's RISC-V push shapes cloud AI's three-way architecture race
    Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...
    Tuesday 14 April 2026
    Google and Intel expand CPU partnership, boosting ASIC and startup opportunities
    Google recently announced an expanded collaboration with Intel to increase the deployment of Xeon processors in its cloud AI data centers. This move reflects the rapidly growing demand...
    Monday 13 April 2026
    DIGITIMES Insight: US MATCH Act tightens export noose while Intel swaps debt for control and Nvidia co-opts rivals
    The semiconductor industry is undergoing coordinated shifts that could reshape equipment flows, corporate financing, and supplier relationships in the AI era, according to DIGITIMES...
    Saturday 11 April 2026
    Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push
    Samsung Electro-Mechanics has reportedly secured a leading position in the supply chain for advanced substrates used in the Groq 3 language processing unit (LPU), a next-generation...
    Friday 10 April 2026
    CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR
    Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According...
    Friday 10 April 2026
    Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack
    Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with...
    Thursday 9 April 2026
    When will CPO actually see mass production?
    The market continues to closely watch the deployment of co-packaged optics (CPO) technology in cloud AI, driven by the desire of the silicon photonics (SiPh) ecosystem to see a tangible...
    Thursday 9 April 2026
    Samsung profit jumps on memory rally, chips drive over 90% of earnings
    Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
    Thursday 9 April 2026
    Nvidia demo highlights China's role in humanoid robot hardware

    Nvidia, Google, and Tesla are driving the humanoid robotics race, but competition is shifting to the hardware supply chain. The US leads...

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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook