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    AMD shifts China strategy from chips to developer ecosystems as Nvidia retreats
    Sep 16, 18:39
    SK Hynix passes new performance bonus plan with cash and stock split evenly
    Sep 16, 18:39
    NEWS TAGGED RUBIN
    Friday 31 July 2026
    AI server BBU demand triples battery-module capacity ahead of 800V HVDC rollout

    Backup battery units are set to become standard equipment in AI servers using 800V high-voltage direct current architectures, according...

    Tuesday 28 July 2026
    Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform
    Nvidia has made a strategic investment in Safe Superintelligence Inc. and announced a long-term partnership with the secretive AI lab founded by OpenAI co-founder Ilya Sutskever, giving...
    Monday 27 July 2026
    Nvidia's Vera CPU targets go beyond Intel and AMD
    After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally...
    Friday 24 July 2026
    Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp
    SemiAnalysis recently forecast that large-scale deployment of Nvidia's native single-ended 800V high-voltage direct current power architecture could slip from the market's previous...
    Thursday 23 July 2026
    Nvidia pushes Spectrum-6 Ethernet into gigascale AI factories, tightening grip on network layer

    Nvidia is moving to lock down the networking layer of the world's largest AI data centers, unveiling its Spectrum-6 Ethernet switch...

    Wednesday 22 July 2026
    Nvidia's Huang to meet Samsung, SK and Naver chiefs in Silicon Valley, reports say
    Samsung Electronics executive chairman Lee Jae-yong, SK Group chairman Chey Tae-won and Naver founder and board chairman Lee Hae-jin are reportedly preparing to meet Nvidia CEO Jensen...
    Wednesday 22 July 2026
    Wistron opens first US mass-production plant; Jensen Huang says more factories needed as Nvidia capacity doubles
    Wistron officially opened its Dallas, Texas plant on July 21, becoming the company's first mass-production facility in the US and the first US mass-production plant among Nvidia's...
    Wednesday 22 July 2026
    Nvidia details AI rack strategy with Vera Rubin NVL72 and custom Vera CPU

    Nvidia's newly detailed Vera Rubin NVL72 is being pitched less as a faster chip and more as a cheaper unit of AI output. This shift...

    Monday 20 July 2026
    HBM4 battle shifts to cooling as hybrid bonding slips
    Sixth-generation high-bandwidth memory (HBM4) shipments paired with Nvidia Vera Rubin will keep rising in the second half of 2026, setting up a head-to-head fight among the three major...
    Friday 17 July 2026
    Japan steps up sovereign AI ambitions as Noetra launches multimodal AI project, plans infrastructure of 27,500 Nvidia Rubin GPUs
    Noetra has launched full-scale R&D for a Japan-developed multimodal foundation model, a move that could shape the future of AI robots, industrial automation, and so-called physical...
    Thursday 16 July 2026
    Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill

    Nvidia co-founder and chief executive Jensen Huang used a developer event in Tokyo on July 15 to reject reports that manufacturing...

    Wednesday 15 July 2026
    Samsung has yet to receive HBM4 volume-production order from Nvidia, dealsite reports
    Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsite...
    Monday 13 July 2026
    Nvidia's HVDC shift could reshape data center power chains worldwide
    Nvidia's move toward high-voltage direct current (HVDC) power systems for artificial intelligence (AI) data centers could alter how global servers are built and powered. The shift...
    Friday 10 July 2026
    HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market

    High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production...

    Friday 10 July 2026
    PCB midplane snags cast doubt on Nvidia's Kyber rack timeline

    Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains...

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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
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