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    Inside Nvidia's high-stakes bet on next-generation AI cooling
    6min ago
    NEWS TAGGED CPU
    Friday 8 May 2026
    Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
    AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...
    Friday 8 May 2026
    Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

    Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with...

    Thursday 7 May 2026
    Nvidia, AMD and Intel starve the PC market to feed the AI boom
    The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.
    Thursday 7 May 2026
    Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
    During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...
    Thursday 7 May 2026
    Arm's licensing surge masks smartphone market slowdown
    Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...
    Wednesday 6 May 2026
    AMD earnings call: AI is turning CPUs back into the main event

    AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

    Tuesday 5 May 2026
    Intel PC chip roadmap takes shape as Razor Lake, Titan Lake stay on track
    Intel is gaining momentum in both chip design and foundry operations. Its PC platform roadmap for the next two years is coming into sharper focus as process technology and yield improve,...
    Tuesday 5 May 2026
    Intel's revival runs on politics and promises — but supply bottlenecks tell a different story
    Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...
    Monday 4 May 2026
    Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival

    Introduction

    Thursday 30 April 2026
    Intel kills three projects in two months as Kechichian launches multi-year reset
    Intel's reorganization under Kevork Kechichian, backed by CEO Lip‑Bu Tan, aims to reposition amid Nvidia's AI dominance and Arm's rise, signaling a shift to CPU-centric orchestration...
    Thursday 30 April 2026
    Qualcomm to ship custom product with hyperscaler in 4Q26
    In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
    Thursday 30 April 2026
    Amkor advances data center CPU mass production amid manageable supply and cost risks
    Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...
    Wednesday 29 April 2026
    CPUs reclaim the core of AI architecture as multicore trend tightens substrate supply
    Workloads are shifting from training to inference. In this transition, CPUs are regaining a central role in coordinating diverse computing tasks, significantly boosting their importance...
    Tuesday 28 April 2026
    Nanya breaks into Nvidia's AI memory ecosystem with LPDDR
    Nvidia's next-generation AI platform Vera Rubin is approaching mass production, with a key architectural shift favoring low-power DRAM. Sources familiar with the matter say Nanya Technology...
    Tuesday 28 April 2026
    Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers
    The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook