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Monday 26 January 2026
Samsung expected to start HBM4 shipments to Nvidia, AMD in February
Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, Reuters reported, while...
Monday 26 January 2026
Lisa Su's toughest call: scrapping AMD's server roadmap

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

Thursday 22 January 2026
Why Intel poached a Qualcomm GPU chief to bet on AI graphics

Eric Demers, a veteran GPU architect who until recently served as Senior Vice President of Engineering at Qualcomm and led its GPU business,...

Thursday 22 January 2026
QCT eyes AI supply chain integration battle with full-spectrum server strategy
AI has sparked a significant boom in the server industry, turning system manufacturing into a supply chain battle. For ODMs, success now hinges on deep collaboration with chip partners...
Wednesday 21 January 2026
TSMC capacity crunch signals opportunity for Samsung's advanced nodes

The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

Wednesday 21 January 2026
Intel recruits Qualcomm GPU chief to lead future AI PC efforts
Intel has poached Eric Demers, a veteran GPU architect, known for developing Qualcomm's proprietary Adreno GPU architecture. Demers will become Intel's senior vice president of GPU...
Tuesday 20 January 2026
US semiconductor tariffs may weigh on Malaysia's export-driven industries
The US' recent announcement of a 25% tariff on certain advanced computing chips, including Nvidia's H200 and AMD's MI325X, could have implications for Malaysia's semiconductor sector,...
Monday 19 January 2026
Tesla accelerates AI chip development even with safety and software challenges
Tesla aims to shorten its in-house AI chip design cycle to one generation every nine months, targeting rivals Nvidia and AMD. However, industry analysts highlight automotive safety...
Saturday 17 January 2026
Research Insight: System-level design, energy efficiency, and TCO drive AI hardware competition
AMD introduced its Helios system platform at CES 2026, marking a significant move in cloud AI computing competition from traditional single-chip performance to full rack-scale solutions...
Thursday 15 January 2026
TSMC retains pricing power using Apple and AI dual structure
Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses...
Thursday 15 January 2026
Trump invokes Section 232 to levy 25% tariff on Nvidia H200, AMD MI325X chips
On January 14, US President Donald Trump signed a proclamation invoking Section 232 of the Trade Expansion Act of 1962 to impose an immediate 25% tariff on a narrow category of advanced...
Wednesday 14 January 2026
Iluvatar CoreX sets three-generation GPU plan, eyes H200 performance
As China's domestic GPU developers accelerate public listings and expand both technological and capital investment, competition is shifting toward next-generation computing power....
Monday 12 January 2026
CES 2026: Chip giants spread out, visual AI dominates the smaller players
At CES 2026, chipmakers remained at the center of attention. Nvidia CEO Jensen Huang and AMD CEO Lisa Su both delivered keynote speeches, while Lenovo hosted a major event at the Sphere,...
Friday 9 January 2026
Lenovo launches hybrid AI platform Qira for cross-device personal AI

On the opening day of CES 2026, Lenovo followed Nvidia and AMD by bringing its annual flagship event, Lenovo Tech World, to CES for the...

Wednesday 7 January 2026
CES 2026: pushing AI to the edge
At CES 2026, Nvidia and AMD placed physical AI and on-device intelligence at the core of their keynote speeches. Taiwan's technology ecosystem is set to play an important role in shaping...