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Wednesday 27 May 2026
Acer sees CPU shortages worse than memory as 2H24 PC market weakens
Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements...
Wednesday 27 May 2026
Nvidia CEO says Taiwan needs more electricity, ministry confirms 5.2 GW of gas capacity to be added
Nvidia CEO Jensen Huang, who is visiting Taiwan for two weeks, stated that the island's manufacturing sector is developing rapidly and needs more electricity.
Wednesday 27 May 2026
Dropbox co-founder Andrew Houston to step down as CEO, Ashraf Alkarmi named successor
Dropbox has announced a leadership transition: co-founder and CEO Andrew Houston will step down after 19 years. According to Reuters, Houston will share the responsibilities...
Wednesday 27 May 2026
Microsoft flattens leadership to speed AI decision-making across businesses
Microsoft overhauled its long-standing senior leadership structure as Chief Executive reorganized the company to accelerate AI development and cut decision-making time, executives...
Wednesday 27 May 2026
Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production
Aixtron has received multiple orders from Lumentum for its G10-AsP MOCVD systems, a move that could boost global production of indium phosphide (InP) lasers and detectors for 800G...
Tuesday 26 May 2026
Nvidia and Marvell CEOs to share Computex stage— How US$2 billion turned rivals into partners
When Nvidia quietly wrote a US$2 billion check to Marvell Technology earlier this year, it was less a financial bet than a strategic maneuver — one that converted a potential...
Tuesday 26 May 2026
GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked
GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI...
Tuesday 26 May 2026
Intel CEO Lip-Bu Tan Taiwan-bound for closed-door meetings ahead of Computex
Intel CEO Lip-Bu Tan is set to arrive in Taiwan this weekend, joining AMD CEO Lisa Su and Nvidia CEO Jensen Huang in a high-stakes push by the world's top chip leaders to deepen ties...
Tuesday 26 May 2026
Analysis: Nvidia's Vera CPU opens new front in data center chip race

Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

Monday 25 May 2026
Blue Origin to expand Rocket Park campus in Florida with US$600 million investment
Blue Origin will expand its Rocket Park campus at the Cape Canaveral Spaceport in Florida with a US$600 million investment aimed at increasing manufacturing capacity and strengthening...
Monday 25 May 2026
Lam Research CEO: New fabs alone will not solve chip bottlenecks
Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints,...
Monday 25 May 2026
Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...
Monday 25 May 2026
Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources
Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are...
Saturday 23 May 2026
Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history
Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin —...
Saturday 23 May 2026
Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still,...