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NEWS TAGGED GPU
Wednesday 7 October 2026
DIGITIMES Insight: HBM expansion raises the bar for memory offload
The boundary for adopting external capacity is changing, as workloads that previously needed memory offload because of insufficient high-bandwidth memory (HBM) can now run directly...
Wednesday 7 October 2026
AMD expands Korea push after Taiwan supply talks
AMD CEO Lisa Su moved from supply-chain talks in Taiwan to South Korea this week, broadening the chipmaker's Asia push from efforts to secure more CPU, GPU and advanced-wafer capacity...
Tuesday 6 October 2026
South Korea keeps sovereign AI contest on track, adds KRW4.7T frontier program after hours of confusion
South Korea's Ministry of Science and ICT said its Sovereign AI Foundation Model Project will run to completion as originally planned. The statement reversed, within hours, a vice...
Saturday 3 October 2026
Biren readies BR20X, sharpening China's AI GPU challenge to Nvidia
Biren Technology is preparing its next-generation GPU for mass production, advancing a domestic AI accelerator roadmap built around broader low-precision support and locally available...
Friday 2 October 2026
GMI Cloud secures NT$14.05 billion loan for AI factory
CTBC Bank and GMI Cloud on October 1 announced the closing of an NT$14.05 billion (about US$445 million) syndicated credit facility to fund Taiwan's first AI factory. The deal is the...
Thursday 1 October 2026
ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...
Wednesday 30 September 2026
Meta reaches agreements with Firmus on securing AI compute in Southeast Asia
Meta reached several agreements to source AI compute capacity from Firmus, an Australian neocloud, which will lease GPU compute capacity at its AI factories in Southeast Asia. The...
Tuesday 29 September 2026
South Korea AI compute squeeze hits researchers and startups
South Korea's AI sector is facing a growing GPU shortage as research institutes and small companies struggle to secure enough compute for model training and deployment. As government...
Wednesday 23 September 2026
Nvidia's 800V power shift hands Taiwan's capacitor makers a new AI segment

As AI computing workloads surge, demand for higher GPU and CPU performance is triggering exponential growth in data center power density...

Wednesday 23 September 2026
CME Group's GPU futures debut stalls as CFTC flags concerns
As artificial intelligence transitions into a primary driver of global economic growth, computing power is shifting from a basic cloud utility to an emerging financial asset class...
Tuesday 22 September 2026
Anthropic, OpenAI expected to start buying memory directly in 2027
Anthropic and OpenAI are expected to start buying memory directly from manufacturers in 2027 as model developers take greater control of chip and data-center design, potentially broadening...
Friday 18 September 2026
Mobile SoC battle for 2026 centers on NPUs

More technical details on 2026 mobile systems on a chip (SoCs) from major vendors are emerging, and the biggest changes in chips such...

Friday 18 September 2026
Nvidia roadmap shifts to rack-scale AI with Rubin Ultra

Nvidia's latest AI platform roadmap is taking shape, with supply chain sources saying the company will enter a heavy shipment phase...

Thursday 17 September 2026
AMD pivots to China developer ecosystems as Nvidia retreats

As Nvidia gradually retreats from China's high-end AI accelerator market amid strict US export controls, Advanced Micro Devices (AMD)...

Wednesday 16 September 2026
DIGITIMES Insight: NVHBM is not a memory revolution; Nvidia seeks to platformize cHBM, dominate custom AI architectures

DIGITIMES observed that Nvidia's newly announced NVHBM is not a brand-new memory technology, but rather an extension of existing custom...