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Tuesday 11 November 2025
Astera Labs ships switch chips, expands AI server influence with new standards
AI server high-speed transmission leader Astera Labs delivered strong performance in 2025's first quarter, announcing record results this week alongside a media event in Taiwan outlining...
Tuesday 11 November 2025
Nvidia's next-gen Rubin AI system liquid cooling costs exceed US$57,000
Nvidia's upcoming Vera Rubin NVL144 AI rack system features higher power GPUs and CPUs, driving its liquid cooling cost to about US$55,710, 17% higher than the previous NVL72 model...
Monday 10 November 2025
Accton eyes 2Q26 mass production for L11 AI server chassis
Networking vendor Accton reported strong revenue and profit growth in the third quarter of 2025, while cautiously optimistic about 2026 amid capacity, talent, and component challenges...
Wednesday 8 October 2025
Hotai Motor denies US import rumors as tax cuts boost Taiwanese car market
Amid the ongoing tariff negotiations between the US and Taiwan, Hotai Motor has denied recent reports that it plans to switch to importing Toyota Camry and new-generation RAV4 models...
Friday 3 October 2025
Nvidia's Spectrum-X dominates Ethernet switch market, surpassing Cisco
Since the generative AI (GenAI) era began in late 2022, Nvidia has been known for its GPU-driven revenue surge. Now, with the success of its Spectrum-X platform, Nvidia is replicating...
Wednesday 3 September 2025
China's OSAT leaders Tongfu, JCET advance co-packaged optics for AI data centers
Surging demand for AI, large language models (LLMS), and high-performance computing is propelling co-packaged optics (CPO) into the spotlight of the semiconductor industry. The technology...
Friday 29 August 2025
Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers
As artificial intelligence (AI) systems scale at breakneck speed, the vast flows of data inside GPU clusters are overwhelming traditional interconnect methods. Legacy copper-based...
Thursday 28 August 2025
Nvidia ramps GB300, RTX PRO, and Rubin platforms as AI infrastructure demand soars
Nvidia posted US$46.7 billion in revenue for the second quarter, up 56% year-on-year, driven by strong AI and data center demand. Looking ahead, the company is ramping GB300 racks,...
Thursday 7 August 2025
Samsung Display wins first MacBook order, BOE eyes iPads
As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...
Wednesday 6 August 2025
Broadcom scales AI cloud with Jericho4 and bets on open interoperability
Broadcom has introduced its next-gen Ethernet switch chip, Jericho4, at the 2025 OCP APAC Summit, marking a key move toward scaling AI data center connectivity across regions. The...
Tuesday 5 August 2025
Broadcom unveils Jericho4 at OCP Taipei, pushes Ethernet as backbone of next-gen AI infrastructure
Broadcom has unveiled Jericho4, its latest AI fabric router chip designed to connect geographically dispersed data centers, reinforcing the company's belief that Ethernet—not...
Wednesday 16 July 2025
Broadcom launches Tomahawk Ultra AI networking chip built on TSMC's 5nm process to challenge Nvidia
Broadcom has launched its latest Tomahawk Ultra Ethernet switch chip, fabricated using TSMC's 5nm process, targeting high-performance AI infrastructure with a design aimed squarely...
Friday 27 June 2025
TSMC takes all: Google follows major smartphone chipmakers in embracing 2nm
Recent market reports indicate that leading companies such as Apple, Qualcomm, and MediaTek are highly likely to fully adopt 2nm chips by 2026. Google, having recently shifted its...
Friday 20 June 2025
Edimax to diversify away from China, plans European and Asian expansion
Edimax approved its fiscal year 2024 financial report and dividend distribution plan at a shareholders' meeting on the 19th. The company also authorized a private placement of common...
Wednesday 18 June 2025
PCL fast-tracks CPO production as US cloud giants pushing AI infrastructure
PCL Technologies has secured a significant laser optical packaging order from Broadcom for its next-generation data center switch chips, signaling a milestone in the commercial rollout...