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    Why Shanghai is becoming China’s center for lithography
    5h 46min ago
    Beijing’s AI hub takes shape as Moonshot and Z.ai vie for talent and capital
    5h 46min ago
    Beyond compute: how memory and storage became the next contested field of automotive semiconductors
    5h 46min ago
    German joint ventures in China fell below 50% utilization as car market restructuring intensified
    5h 46min ago
    Research Insight: What CXMT IPO signals amid DRAM industry shift
    5h 46min ago
    NEWS TAGGED CPU
    Thursday 30 July 2026
    Intel's reported DDR4 CPU revival expected to boost PC demand in second half
    With AI server demand continuing to absorb DRAM production capacity, DDR5 memory prices remain elevated and are expected to rise further.
    Thursday 30 July 2026
    Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

    Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and...

    Thursday 30 July 2026
    Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares
    Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower...
    Wednesday 29 July 2026
    AI shift to inference boosts CPU server demand across the supply chain
    The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...
    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...
    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
    AMD redraws server chip strategy as AI workloads evolve
    AMD has launched its sixth-generation EPYC Venice server processor as the foundation of its next-generation AI data center platform, while CEO Lisa Su said the company is reshaping...
    Friday 24 July 2026
    AMD's latest 2nm-EPYC rollout signals broader role for CPUs in the AI data center
    AMD unveiled its sixth-generation EPYC 9006 server processors, widening its push into AI data centers with chips designed for agentic AI, cloud computing, enterprise workloads, and...
    Thursday 23 July 2026
    Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
    The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...
    Thursday 23 July 2026
    Commentary: Intel must show real AI orders to prove its turnaround
    Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...
    Wednesday 22 July 2026
    Nvidia details Vera CPU for agentic AI workloads
    Nvidia has outlined the design of its Vera CPU, positioning the chip for agentic AI systems that rely heavily on the processor for code execution, tool calls, retrieval, and data handling...
    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...

    Wednesday 22 July 2026
    Interview: Why agentic AI could be SiPearl's biggest break—and Europe's

    Philippe Notton has spent nearly 20 years traveling to Taiwan roughly once a month. That rhythm—born from his time at MStar Semiconductor...

    Tuesday 21 July 2026
    Taiwan's top motherboard makers slash 2026 shipments again, with Asus, Gigabyte below 10M units

    Taiwan's four largest motherboard brands have cut their 2026 shipment forecasts for a second time as memory and CPU shortages, rising component...

    Monday 20 July 2026
    Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth
    Nvidia CEO Jensen Huang has delivered a clear message ahead of his trip to Japan: the chipmaker's growth is still accelerating, even with quarterly revenue approaching US$100 billi...
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    Research Report Database
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
    AI Summit Seoul