A string of AI server smuggling prosecutions is showing that following US export-control rules to the letter has not stopped advanced Nvidia hardware from reaching China. The weak...
AI server supply chains are accelerating their shift toward regional manufacturing. However, the labor access, wage costs, and capacity expansion constraints of US manufacturing are...
The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain...
Reflection AI, the Nvidia-backed startup that has cast itself as a US counterweight to China's open-model developers, has unveiled Beam, its first open-weight model, which it says...
Cerebras' stock rebounded by 9% after OpenAI CEO Sam Altman gave reassurance that the two companies are close partners days after a report cast doubt on their relationship, causing...
AM Intelligence (AMI) is widening its AI infrastructure push in India and Malaysia, adding to a regional buildout that could matter well beyond Asia. The latest orders expand access...
Kawasaki Heavy Industries plans to launch an AI-powered fully autonomous humanoid robot as early as 2030, using a physical AI platform under development by Japan's Noetra. Nikkei...
Nvidia CEO Jensen Huang has said Marvell's optical technology could help make it the next trillion-dollar company, and Marvell took a step toward that goal on September 17 by expanding...
Memory chip profitability has surged as core operations improve sharply, with some Winbond employees reportedly receiving NT$500,000 to NT$1 million (US$15,733.41–31,466.83)...
Huawei is increasingly framing its semiconductor strategy around a simple constraint: if advanced process nodes remain limited, more performance must come from architecture, interconnect...
General Motors (GM) and Ford Motor are deepening their smart vehicle strategies with support from Silicon Valley technology companies, tapping AI, cloud, and computing capabilities...
AI data center demand for LPDDR5X DRAM has continued to expand through 2026 and is expected to remain strong into 2027, tightening supply for PCs and smartphones and keeping device...
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...
Semiconductor startup Volantis has raised US$88 million in Series A funding to develop an AI inference architecture that uses photonic interconnect technology to address memory bottlenecks...
Amazon is considering moving about US$8 billion worth of high-end Nvidia chips off its balance sheet through a sale-leaseback structure, according to the Financial Times and...
