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    Exclusive: China's top solar firms leverage cash reserves amid export tax cut and market downturn
    35min ago
    Memory cost pressures lead ODMs to adopt cautious 2026 outlook for NB shipments
    35min ago
    SMIC's strategic return to advanced packaging after years of adjustments
    35min ago
    Jinghe's phase four capacity expansion boosts SmartSens and Xiaomi, building China's local CIS supply chain
    35min ago
    China to mass-produce HBM3 wafers in 2026, narrowing gap with South Korea
    35min ago
    Exclusive: China's topcon solar faces survival crisis amid overcapacity and rising costs
    35min ago
    NEWS TAGGED NVIDIA
    Thursday 5 February 2026
    Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch
    Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...
    Thursday 5 February 2026
    Amazon explores deeper OpenAI ties as AI competition intensifies

    Amazon is in discussions to secure special access to OpenAI's technology as it considers a multibillion-dollar equity investment in the...

    Thursday 5 February 2026
    AI factories will power a trillion-dollar reindustrialization, says Jensen Huang

    Nvidia chief executive Jensen Huang said the world has entered a decisive moment of reindustrialization, marked by what he described as...

    Wednesday 4 February 2026
    Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM
    SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...
    Wednesday 4 February 2026
    Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position
    Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...
    Wednesday 4 February 2026
    Intel CEO unveils plans to enter GPU market dominated by Nvidia
    Intel is making a bold strategic push into graphics processing units (GPUs), a segment long dominated by Nvidia. According to Reuters, Intel CEO Lip-Bu Tan announced on Tuesday...
    Wednesday 4 February 2026
    Jensen Huang clarifies collaboration with OpenAI on track, confirms participation in new funding round
    Recent reports suggested a stall in investment between Nvidia and OpenAI, but Nvidia CEO Jensen Huang has confirmed that their collaboration remains on track. Huang stated in a CNBC...
    Wednesday 4 February 2026
    Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus
    Taiwan's supply chain has reaped the benefits of Nvidia's AI leadership. In Taiwan, it received NT$6.7 billion (US$211.9 million) in subsidies in 2023 under the Taiwan AI Innovation...
    Wednesday 4 February 2026
    Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

    Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

    Wednesday 4 February 2026
    Nvidia's Jensen Huang joins Dassault Systèmes event to unveil 3D universe vision
    Dassault Systèmes opened its annual flagship conference, 3DEXPERIENCE World 2026, on February 3 in Houston. Building on the launch of its seventh-generation development framework...
    Tuesday 3 February 2026
    Nvidia CEO to attend Dassault Systèmes and Cisco summits
    Nvidia CEO Jensen Huang is set to maintain a busy schedule following his recent Taiwan visit, with upcoming keynote appearances at Dassault Systèmes' "3DEXPERIENCE World 2026"...
    Tuesday 3 February 2026
    China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

    US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

    Tuesday 3 February 2026
    SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin
    SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...
    Tuesday 3 February 2026
    King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position
    Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...
    Tuesday 3 February 2026
    OpenAI's inference push puts all eyes on Nvidia's AI chip strategy
    OpenAI has been exploring alternatives to some of Nvidia's latest artificial intelligence chips, particularly for AI inference workloads. This exemplifies the intensifying competition...
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    aiexpo2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook