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    NEWS TAGGED NVIDIA
    Tuesday 18 November 2025
    Why TSMC's procurement star took a downscaled role at Nvidia
    Vanessa Lee, former TSMC vice president of materials management and a veteran procurement lead for Apple and Google, abruptly took an extended leave in June 2025. TSMC confirmed her...
    Monday 17 November 2025
    Auras Technology reports record highs amid strong liquid cooling demand
    The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin...
    Monday 17 November 2025
    Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins
    Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components...
    Monday 17 November 2025
    TSMC accelerates CoPoS mass production to 2029, Taiwan suppliers win first orders
    The market is focusing on rising demand for Nvidia AI GPUs and various ASICs, with optimism growing as TSMC plans to expand its CoWoS capacity and sees OSAT partners joining the race...
    Sunday 16 November 2025
    Taiwan supply chain chases AI growth after missing initial wave
    Benefiting from the artificial intelligence (AI) boom driving strong semiconductor and server exports, Taiwan's economic growth forecast for 2025 has been revised up to 5.94% by the...
    Saturday 15 November 2025
    Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply
    As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall...
    Friday 14 November 2025
    SK Hynix reportedly to order HBM4 equipment, accelerate mass production
    SK Hynix is reportedly set to begin ordering equipment for its 12-layer sixth-generation high-bandwidth memory (HBM4) as early as November 2025. Considering the construction schedule...
    Friday 14 November 2025
    China's supernode boom sends warning to Nvidia

    Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

    Friday 14 November 2025
    China's AI silicon enters the Gulf with SenseTime at the helm
    President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle...
    Friday 14 November 2025
    Samsung expected to dominate HBM4 market as prices snap back
    Samsung Electronics is poised for a commanding performance in the advanced memory sector, with analysts forecasting the tech giant could seize 40 percent of the lucrative HBM4 market...
    Friday 14 November 2025
    Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

    With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

    Friday 14 November 2025
    From scale-up to scale-across: How AI data centers are redefining transmission technology
    The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...
    Thursday 13 November 2025
    Rising demand for AI computing drives data center upgrades and power system innovation
    The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...
    Thursday 13 November 2025
    Wistron sees rising margins as AI server demand surges
    Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.
    Thursday 13 November 2025
    Inventec anticipates growth in 2026 fueled by servers and NB
    Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...
    3/76 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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