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Wednesday 29 October 2025
Nvidia takes $1 billion stake in Nokia to build AI-native 6G networks

In a landmark announcement marking what leaders are calling the beginning of the AI-native wireless era, Nvidia and Nokia have established...

Tuesday 28 October 2025
SK chair hosts largest APEC CEO Summit, paving way for Nvidia CEO's return after 15 years
The Asia-Pacific Economic Cooperation (APEC) CEO Summit, gathering global business leaders in Gyeongju, South Korea, is set to officially open on the evening of October 28, 2025,...
Tuesday 28 October 2025
Lip-Bu Tan steers Intel toward custom silicon with new engineering arm
At its third-quarter 2025 earnings call, Intel CEO Lip-Bu Tan detailed the company's roadmap and foundry strategy, emphasizing that the AI revolution is still in its infancy. He said...
Tuesday 28 October 2025
Trump turns a blind eye to US's AI power grid problem
AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street...
Tuesday 28 October 2025
Qualcomm launches AI200, AI250 to challenge Nvidia’s dominance in AI infrastructure
Qualcomm Technologies, Inc. has unveiled its next-generation AI inference solutions for data centers — the AI200 and AI250 chip-based accelerator cards and racks — marking...
Monday 27 October 2025
Tesla’s next AI chip taps both TSMC Arizona and Samsung Texas fabs

At its third-quarter 2025 earnings call, Elon Musk revealed a major "Made in America" development: Tesla's next-generation AI chip, AI5,...

Monday 27 October 2025
Samsung launches aggressive price-cut strategy to catch up in HBM competition
HBM continues to be a critical resource as the AI boom is further tightening supply and demand in the memory industry. Memory leader Samsung Electronics is fixated on reclaiming its...
Saturday 25 October 2025
OpenAI, AMD, Broadcom unite behind Ethernet to reshape AI infrastructure
The Ethernet for Scale-Up Networking (ESUN) Alliance officially launched at the 2025 Open Compute Project (OCP) Global Summit, uniting North America's AI heavyweights, including OpenAI,...
Saturday 25 October 2025
Intel reaffirms 14A, deepens Nvidia alliance
Intel Corporation moved to dispel speculation over the possible discontinuation of its 14A process technology during its third-quarter 2025 earnings call, affirming that development...
Thursday 23 October 2025
SEDEX 2025: Samsung debuts HBM4; SK Hynix showcases rival design
Samsung Electronics and SK Hynix unveiled their next-generation high-bandwidth memory (HBM4) at SEDEX 2025 in South Korea, marking Samsung's first public display of an HBM4 sample...
Thursday 23 October 2025
AIC to supply AMD's wider Helios AI server cabinets starting 2Q26
AIC and AMD are launching the MI450 series Helios AI server cabinets in the second quarter of 2026, enhancing component placement and supported by partnerships with major tech firm...
Thursday 23 October 2025
AI server PCB demand fuels fierce CCL material supply battle
As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for...
Wednesday 22 October 2025
TSMC strengthens foundry 2.0 leadership, backed by robust AI chip packaging demand
AI investment has boosted semiconductor demand, with TSMC reporting a third-quarter 2025 revenue of US$33.1 billion. Strong advanced packaging demand, supported by Nvidia GPUs, benefits...
Wednesday 22 October 2025
OpenAI diversifies chip suppliers to challenge Nvidia's infrastructure dominance
OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia Corporation, the dominant supplier in the AI hardware space. Although...
Wednesday 22 October 2025
Taiwan motherboard makers ride AI server boom as spinoffs loom
As AI server deployment accelerates, Taiwan's four major motherboard manufacturers are experiencing notable shifts in growth momentum and product mix. Following ASRock's server motherboard...