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    Samsung reportedly speeds up 3D NAND, packaging and substrate plans
    6h 6min ago
    Doosan Electronic BG to build new CCL plant in Thailand
    6h 6min ago
    AI server ODMs face margin pressure as memory costs rise
    6h 6min ago
    AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance
    6h 6min ago
    Middle East conflict drives helium shortages and price spikes across semiconductor supply chains
    6h 6min ago
    Samsung foundry sees rebound prospects on 4nm projects and HBM4
    6h 6min ago
    NEWS TAGGED GPU
    Friday 20 March 2026
    Commentary: Nvidia sees Groq as its next Mellanox
    Since the start of 2026, Jensen Huang has twice drawn a striking parallel: likening a potential deal involving Groq to Nvidia's 2020 acquisition of Mellanox Technologies. He first...
    Thursday 19 March 2026
    Nvidia positions Groq 3 LPUs alongside Vera Rubin for an inference-first era
    The 2026 Nvidia GTC keynote signaled a clear industry shift toward inference. CEO Jensen Huang declared that "training is just the beginning — inference is the core battleground...
    Thursday 19 March 2026
    Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
    As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...
    Thursday 19 March 2026
    Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support
    Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.
    Thursday 19 March 2026
    AMD deepens ties with Naver in bid to expand AI infrastructure
    Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU...
    Thursday 19 March 2026
    Column: Cheap tokens are masking an expensive problem
    The cost of running an AI query has fallen by roughly 99% over the past two years. That should be a story about savings. Instead, it's a story about demand.
    Wednesday 18 March 2026
    AMD's Lisa Su courts Korea: Samsung HBM4 sealed, Naver next
    AMD CEO Lisa Su broadened the company's collaboration with Samsung Electronics on next-generation artificial intelligence (AI) memory and met with regional partners, including Naver,...
    Wednesday 18 March 2026
    Nvidia GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure
    Amid tightening memory supply and surging demand for AI-ready infrastructure, hardware vendors are racing to redesign systems for the next phase of enterprise AI adoption — a...
    Wednesday 18 March 2026
    iCatch Launches PAISB Sensor Bridge Platform for NVIDIA Holoscan Ecosystem

    iCatch Technology, a leading provider of AI imaging SoCs and vision processing solutions, today introduced PAISB (Physical AI Sensor Bridge), an HSB-aligned ASIC sensor...

    Tuesday 17 March 2026
    MSI to increase gaming product prices by up to 30% as memory costs spike
    With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
    Tuesday 17 March 2026
    MetaX GPU push delivers growth, not profit, as losses hit US$560 million

    MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

    Monday 16 March 2026
    Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure
    Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...
    Thursday 12 March 2026
    Nvidia expands GPU market share as AIB shipments rise despite increased costs
    Nvidia strengthened its dominance in the add-in-board (AIB) GPU market in the fourth quarter of 2025, capturing a record 94% market share even as overall shipments dipped amid rising...
    Tuesday 10 March 2026
    Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says
    Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea...
    Monday 2 March 2026
    AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
    AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook