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Tuesday 18 August 2026
Nvidia swaps credit support for exclusive chip sales in OpenAI's Ohio data center campus

Nvidia has reached a deal with OpenAI to provide up to US$105 billion in credit guarantees for the AI startup's upcoming 8GW data center...

Tuesday 18 August 2026
Commentary: AMD's Taalas acquisition echoing Jensen Huang's Groq strategy

On February 20, 2026, Canadian AI chip startup Taalas unveiled its HC1 inference chip. Taalas said the chip ran the Llama 3.1 8B model...

Tuesday 18 August 2026
AI drives power semiconductors into at least a two-year shortage
The cloud AI data center boom is not close to bursting, according to chip supply-chain players. They say that analog ICs, including power semiconductors, will stay tight for years...
Tuesday 18 August 2026
Arm faces capacity squeeze as CPU demand tops US$2 billion

Arm Holdings' expansion from asset-light IP licensing into finished data center processors is putting the company into direct competition...

Tuesday 18 August 2026
Why AMD still owns US$565M of SpaceX shares after Musk chose Nvidia
Elon Musk has made SpaceX's AI hardware strategy unusually clear: future infrastructure will rely exclusively on Nvidia chips and technology. Yet AMD, Nvidia's largest rival in AI...
Tuesday 18 August 2026
Humanoid robots expose the limits of chasing higher TOPS

Humanoid robots are moving from demonstrations toward mass production, changing the priorities of chip design. Instead of simply chasing...

Tuesday 18 August 2026
MediaTek widens ASIC services as market share surges

MediaTek has reportedly landed major orders for Google TPU products in recent years, even appearing to challenge Broadcom's position...

Monday 17 August 2026
LG-Nvidia physical AI partnership speeds up as robotics chief reportedly heads to South Korea

Less than a week after LG Group and Nvidia signed a strategic memorandum of understanding (MOU), Madison Huang, Nvidia's senior director...

Monday 17 August 2026
Nvidia closing in on US$100B credit guarantee deal for OpenAI's Ohio data center
Nvidia is approaching an agreement to provide credit guarantees of around US$100 billion for OpenAI's 10GW data center in Ohio, among the largest AI infrastructure projects ever, according...
Monday 17 August 2026
AMD eyes Taalas: will the system ditch HBM, advanced packaging, and 3D stacking?
The AI compute landscape was jolted in February 2026 by Taalas, a Canadian startup founded by former AMD and NVIDIA architect Ljubisa Bajic. Emerging with an unconventional "Model-Based"...
Monday 17 August 2026
AI vision sensing demand heats up for Novatek, PixArt, Elan, Realtek
Taiwanese IC design firms that have been building out AI vision sensing businesses are now reaping the rewards, with major players including display driver IC (DDI) leader Novatek...
Saturday 15 August 2026
Gelsinger calls HBM 'lousy', SK Hynix says it's not memory's final answer

High-bandwidth memory (HBM), a core component in AI semiconductors, has drawn fresh scrutiny after former Intel CEO Pat Gelsinger called...

Saturday 15 August 2026
MicroIP sees second-half revenue lift as board approves cash raise
MICROIP, which focuses on AI software design services and ASIC design services, said its first-half 2026 financial report showed continued investment in core technologies and key IP...
Saturday 15 August 2026
Taiwan approves NT$8 billion ocean tech program for security and industry
Taiwan's government approved a four-year ocean technology and industry development program for 2027-2030 and will seek more than NT$8 billion in funding. The plan was designed to strengthen...
Saturday 15 August 2026
Interview: Acrab CEO Ken Phua on building agentic AI silicon in Singapore
Ken Phua, former Arm China co-CEO, spent 25 years abroad building someone else's business model. He came home to Singapore to build his own.