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Wednesday 28 January 2026
China's conditional H200 approval rewire Samsung-SK Hynix rivalry
China has reportedly been conditionally approving corporate purchases of Nvidia's H200, reshaping HBM supply-demand dynamics. According to Seoul Economic Daily and G-enews,...
Tuesday 27 January 2026
Nvidia launches open models to speed weather forecasting

Nvidia, on January 26, unveiled a new family of open-source AI models aimed at making weather forecasting faster and less expensive as...

Tuesday 27 January 2026
TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion
With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...
Tuesday 27 January 2026
Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin
Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform...
Tuesday 27 January 2026
Samsung favors high-margin memory clients, squeezing TV and appliance units
Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin...
Tuesday 27 January 2026
GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI
Following GlobalFoundries' acquisition of Synopsys' ARC Processor IP business, MIPS CEO Sameer Wasson is not just integrating a portfolio; he is orchestrating a pivot.
Tuesday 27 January 2026
Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says
Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts...
Tuesday 27 January 2026
Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion
Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial...
Tuesday 27 January 2026
Commentary: Behind the scenes of Jensen Huang's China trip
While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
Tuesday 27 January 2026
Jensen Huang is all about staying alive
What is the ultimate goal of Nvidia, the dominant force in artificial intelligence? And what, if anything, drives the life of its founder and chief executive, Jensen Huang?
Monday 26 January 2026
Samsung expected to start HBM4 shipments to Nvidia, AMD in February
Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, Reuters reported, while...
Monday 26 January 2026
Lisa Su's toughest call: scrapping AMD's server roadmap

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

Monday 26 January 2026
Strategies of Nvidia, Arm, Qualcomm for AI ASIC

Introduction

Monday 26 January 2026
Nvidia CEO's first 2026 China visit seeks to clarify H200 chip sales and compliance
Nvidia CEO Jensen Huang made a quiet entrance into Shanghai for his first China visit of 2026, landing at the company's new office—strategically positioned just 300 meters from...
Monday 26 January 2026
Nvidia CEO heads to India AI summit as tech giants vie for emerging market
Nvidia CEO Jensen Huang arrived in China on January 23, 2026, following company tradition by attending Nvidia's annual meetings in Shanghai, Beijing, and Shenzhen. Rumors circulated...