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Thursday 30 July 2026
Commentary: How AMD and Anthropic plan to build an AI factory not dependent on CUDA

Nvidia's power in AI has never rested on GPU performance alone — it has also depended on the CUDA software ecosystem. That moat...

Thursday 30 July 2026
AMD's Helios gains ground in challenge to Nvidia's CUDA
AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...
Thursday 30 July 2026
EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

EDOM Technology (TWSE: 3048), Asia's best solutions provider, today announced an expanded collaboration with NVIDIA to help enterprises accelerate Edge AI adoption by...

Thursday 30 July 2026
Amkor reallocates SiP production to Vietnam, freeing Korean cleanrooms for AI packaging
Amkor Technology reported record second-quarter results for 2026, characterized by broad-based revenue growth and significant strategic shifts in its global manufacturing footprint...
Wednesday 29 July 2026
Coretronic reports first-half loss as margins weaken and demand stays uneven
Coretronic said its first-half 2026 performance turned negative as margin pressure and weaker profitability offset a second-quarter revenue recovery. The Taiwanese electronics maker...
Wednesday 29 July 2026
Aewin expands AMD EPYC 9006 server lineup for AI, storage and enterprise workloads

Aewin Technologies has introduced a four-product server lineup built around AMD's newly launched EPYC 9006 processor family, targeting...

Wednesday 29 July 2026
China's GenAI race shifts to open source ecosystems
The global GenAI race has remained intense, with major US players including Google, Meta, Microsoft, Amazon, and OpenAI investing heavily. But with Beijing-based startup Moonshot AI...
Wednesday 29 July 2026
KLA executives outline growth strategy amid accelerating AI infrastructure demand

During KLA's June 2026 earnings call, held on July 28, executives detailed the company's financial performance and strategic outlook,...

Wednesday 29 July 2026
NXP posts strong 2Q as investors remain cautious on chip outlook

Despite robust performance in the automotive sector and growing demand for artificial intelligence, NXP Semiconductors' second-quarter...

Wednesday 29 July 2026
Shield AI and GE Aerospace complete X-BAT engine tests for late-2026 flight

Shield AI and GE Aerospace said on July 20 that they had completed integration, actuation and engine ignition testing for the Axisymmetric...

Tuesday 28 July 2026
Nvidia's Vera targets AI server growth, with CSP adoption the key test
Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing...
Tuesday 28 July 2026
China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused
China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption...
Monday 27 July 2026
Samsung to use 2nm process for HBM5 base die as heat challenge grows

Samsung Electronics plans to manufacture the base die for its next-generation HBM5 memory using a 2nm gate-all-around foundry process,...

Monday 27 July 2026
Pegatron unveils AMD EPYC server platform for AI and HPC
Pegatron unveiled a new server platform powered by AMD's sixth-generation EPYC processors at AMD Advancing AI 2026, targeting enterprise AI, agentic AI, high-performance computing...
Monday 27 July 2026
Rebellions readies Rebel100 shipments as AI inference demand grows
South Korean AI chip designer Rebellions plans to begin shipping its next-generation Rebel100 accelerator in the second half of 2026, betting that wider use of AI agents and commercial...