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    Shortage beyond memory: CPU shortages worsen PC supply chain woes, Intel 18a yield becomes new hope
    10h 11min ago
    Foxconn's AI-driven US factory shifts from simulation to operation with new methodology
    10h 12min ago
    Chinese EV makers shift from Nvidia with Nio's in-house chips surpassing 550,000 units shipped
    10h 12min ago
    Tesla's AI5 chip uses SK Hynix LPDDR, Samsung to manufacture in 2027
    10h 12min ago
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receive praise from Nvidia
    10h 12min ago
    Analysis: ASML raised 2026 outlook amid surging EUV demand from SK Hynix and Samsung
    10h 12min ago
    NEWS TAGGED NVIDIA
    Thursday 16 April 2026
    TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
    TSMC Chairman C.C. Wei disclosed at the company's first-quarter 2026 earnings call that the foundry is collaborating with a customer on next-generation LPU development —a remark...
    Thursday 16 April 2026
    Cadence, Nvidia deepen AI partnership to reshape chip design and robotics
    Cadence Design Systems and Nvidia have expanded their partnership to accelerate the use of artificial intelligence (AI) across semiconductor design, robotics, and large-scale AI infrastructure,...
    Thursday 16 April 2026
    Analysis: Nvidia links RISC-V to NVLink with SiFive investment

    Agentic AI is pulling CPUs back to the center of the AI stack, turning them into a renewed battleground for chipmakers. After Arm moved...

    Thursday 16 April 2026
    Samsung targets May HBM4E samples for Nvidia after validation

    Samsung Electronics is aiming to produce its first samples of next-generation high-bandwidth memory (HBM4E) as early as May, with plans...

    Wednesday 15 April 2026
    Taiwan equipment makers ride advanced packaging and SiPh wave
    Nvidia is accelerating the commercial rollout of silicon photonics (SiPh) technology, marked by the launch of its Rubin Ultra platform and the gradual establishment of co-packaged...
    Wednesday 15 April 2026
    Nscale redirects OpenAI's Stargate Norway capacity to Microsoft
    Hyperscaler Nscale has agreed to rent data center capacity to Microsoft at its campus in Narvik, Norway. Located in the Arctic Circle, the site was previously intended for OpenAI as...
    Wednesday 15 April 2026
    RISC-V gains ground in AI data centers with Nvidia backing SiFive

    AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance...

    Wednesday 15 April 2026
    SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

    SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid...

    Wednesday 15 April 2026
    Nvidia unveils 'Ising' AI models to accelerate quantum computing development
    Nvidia has introduced a new open family of AI models called Ising, designed to address two of the most persistent engineering bottlenecks in quantum computing: processor calibration...
    Wednesday 15 April 2026
    Nvidia's RISC-V push shapes cloud AI's three-way architecture race
    Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...
    Tuesday 14 April 2026
    Google and Intel expand CPU partnership, boosting ASIC and startup opportunities
    Google recently announced an expanded collaboration with Intel to increase the deployment of Xeon processors in its cloud AI data centers. This move reflects the rapidly growing demand...
    Monday 13 April 2026
    DIGITIMES Insight: US MATCH Act tightens export noose while Intel swaps debt for control and Nvidia co-opts rivals
    The semiconductor industry is undergoing coordinated shifts that could reshape equipment flows, corporate financing, and supplier relationships in the AI era, according to DIGITIMES...
    Saturday 11 April 2026
    Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push
    Samsung Electro-Mechanics has reportedly secured a leading position in the supply chain for advanced substrates used in the Groq 3 language processing unit (LPU), a next-generation...
    Friday 10 April 2026
    CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR
    Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According...
    Friday 10 April 2026
    Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack
    Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook