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    Insight: Alibaba built a three-layer AI investment strategy around chips, memory and models
    6h 19min ago
    UK opens up more to China as international academic collab shifts
    6h 19min ago
    Commentary: Intel must prove AI demand can turn into deliverable capacity
    6h 19min ago
    Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
    6h 33min ago
    US auto industry races to replace China-linked connected vehicle hardware and software
    6h 37min ago
    NEWS TAGGED NVIDIA
    Wednesday 4 February 2026
    Nvidia's Jensen Huang joins Dassault Systèmes event to unveil 3D universe vision
    Dassault Systèmes opened its annual flagship conference, 3DEXPERIENCE World 2026, on February 3 in Houston. Building on the launch of its seventh-generation development framework...
    Tuesday 3 February 2026
    Nvidia CEO to attend Dassault Systèmes and Cisco summits
    Nvidia CEO Jensen Huang is set to maintain a busy schedule following his recent Taiwan visit, with upcoming keynote appearances at Dassault Systèmes' "3DEXPERIENCE World 2026"...
    Tuesday 3 February 2026
    China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

    US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

    Tuesday 3 February 2026
    SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin
    SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...
    Tuesday 3 February 2026
    King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position
    Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...
    Tuesday 3 February 2026
    OpenAI's inference push puts all eyes on Nvidia's AI chip strategy
    OpenAI has been exploring alternatives to some of Nvidia's latest artificial intelligence chips, particularly for AI inference workloads. This exemplifies the intensifying competition...
    Tuesday 3 February 2026
    Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales
    Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...
    Tuesday 3 February 2026
    Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management
    AI data centers are undergoing an unprecedented thermodynamic power shift. From the semiconductor supply chain's perspective, Nvidia has quietly initiated a "cooling reform," transitioning...
    Monday 2 February 2026
    Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration
    With Nvidia's GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions...
    Monday 2 February 2026
    Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier
    Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president...
    Monday 2 February 2026
    Weekly news roundup: Diversification, memory power, capacity politics
    Below are the most-read DIGITIMES stories from the week of January 16 – February 1, 2026.
    Monday 2 February 2026
    Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit
    Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...
    Monday 2 February 2026
    Column: Taiwan's cooling and power solutions rise to serve soaring AI chips demand
    Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions.
    Monday 2 February 2026
    Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes
    With Nvidia's next-generation Rubin Ultra platform approaching launch, the shift to 800G and 1.6T high-speed interconnects and the adoption of silicon photonics (SiPh) are set to open...
    Monday 2 February 2026
    Micron ramps global memory investments as Nvidia prepares HBM4 rollout

    As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics...

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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
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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