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    SK Hynix questions PIM as heat and packaging emerge as HBM limits
    1h 6min ago
    Doosan develops 13µm ultra-thin CCL for memory chip substrates
    1h 6min ago
    Apple reportedly seeks lower OLED panel prices through larger orders
    1h 6min ago
    Huawei and Apple foldable phones set off a supply chain rush in September
    1h 6min ago
    2027 tri-fold phones enter a new phase as materials and durability become key battlegrounds
    1h 7min ago
    NEWS TAGGED NVIDIA
    Wednesday 26 August 2026
    TSMC packaging shift could boost AMD CoWoS share and trim Nvidia's allocation
    Morgan Stanley said TSMC's advanced packaging allocation is expected to shift in 2027, as processor demand tied to agentic AI lifts AMD's CoWoS usage and reduces Nvidia's share. The...
    Wednesday 26 August 2026
    Hot Chips 2026: Nvidia pushes deeper into server CPUs with Vera
    Nvidia used Hot Chips 2026 to disclose more details about Vera, its next-generation data-center CPU, as the company pushes deeper into the standalone server processor market long dominated...
    Wednesday 26 August 2026
    India's AI buildout accelerates as Vera Rubin demand meets data center expansion
    India's AI infrastructure push is gaining pace, with implications that extend far beyond the country's borders. According to Bloomberg, AM Intelligence has ordered 9,000 Nvidia...
    Wednesday 26 August 2026
    China GPU race, Part 2: Moore Threads, MetaX, Biren and Enflame pursue four formulas for breaking Nvidia's grip
    Enflame's planned US$893 million STAR Market IPO, examined in Part 1 of this series, highlights both the opportunity and the financial strain facing China's emerging AI chip suppliers,...
    Wednesday 26 August 2026
    Nvidia unveils Jetson Orin Nano 2 for edge AI robots and drones
    Nvidia has introduced Jetson Orin Nano 2, a compact robotics computer aimed at entry-level edge AI, with implications for developers building autonomous machines worldwide. The system...
    Wednesday 26 August 2026
    SK hynix adds second major customer as Nvidia misses Samsung's top five
    SK hynix added a second customer accounting for more than 10% of revenue in the first half of 2026, while Nvidia remained outside Samsung Electronics' five largest customers, highlighting...
    Tuesday 25 August 2026
    Samsung Foundry sees higher 4nm volumes as Nvidia ramps Groq 3
    Nvidia's Groq 3 ramp is adding meaningful 4nm volume to Samsung Electronics' foundry business, with monthly wafer input estimated at about 10,000 and expected to rise above 15,000...
    Tuesday 25 August 2026
    Nvidia and SK Hynix CPO strategies diverge as 3D optics look toward a post-2030 horizon
    On August 20, SK Hynix's global research team published a paper in Nature Electronics detailing its co-packaged optics (CPO) development for high-performance computing (HPC)...
    Tuesday 25 August 2026
    Vera Rubin transition gap eases as ASIC, general servers rescue supply chain
    As Nvidia's next-generation Vera Rubin platform enters deployment, Taiwan's server supply chain is finding ways to bridge the transition gap before ramping up volume production. Ongoing...
    Tuesday 25 August 2026
    Commentary: Nvidia's 15% hike piles pressure on the AI supply chain, lifts ASIC prospects
    Nvidia has reportedly notified major customers that server systems using its AI chips will rise by more than 15%, with the new pricing set to apply to models shipping from early 2027,...
    Tuesday 25 August 2026
    Nvidia Groq 3 LPX enters full production for faster agentic AI inference

    Nvidia said its Groq 3 LPX inference accelerator is now in full production, a move that could speed up agentic AI systems used worldwide...

    Tuesday 25 August 2026
    SpaceXAI to use Nvidia Vera CPUs for faster agentic AI at scale

    SpaceXAI plans to deploy Nvidia's new Vera CPUs to speed up agentic AI workloads, a move that could influence how advanced AI systems...

    Tuesday 25 August 2026
    Nvidia memory demand widens the gap between SK Hynix and Samsung

    Nvidia's AI memory orders helped drive a sharp split between SK Hynix and Samsung Electronics in the first half of 2026. According to...

    Monday 24 August 2026
    How Nvidia's whitelist was beaten: 74 B300 servers, Taiwan to China
    Taiwan's Keelung District Prosecutors Office has indicted nine people over the illegal export of high-end AI servers built on Nvidia's B300 GPUs. The indictment lays out, step by step,...
    Monday 24 August 2026
    Nvidia's strikes US$6B licensing deal with Poolside to accelerate Nemotron models
    Nvidia reportedly struck a US$6 billion deal with startup Poolside to license its technology and hire much of its staff. The technology and personnel will reportedly support the chipmaker's...
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    BIZ FOCUS
    Aug 25, 08:00
    Conquer Advances Circuit Protection for AI Power With 50 Years of Expertise
    Tuesday 25 August 2026
    CYP Launches 4K60 Seamless Matrix Switcher to Simplify Multi-Source Operation
    Monday 24 August 2026
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
    Monday 24 August 2026
    iCometrue to Showcase Glass-Based AI Multichip Packaging Solutions at SEMICON Taiwan 2026
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