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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,...
Saturday 23 May 2026
Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...
Friday 22 May 2026
AMD's Lisa Su says memory is becoming another pressure point for AI chips

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure...

Friday 22 May 2026
AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains...

Friday 22 May 2026
AMD deepens China packaging alliance with TF-AMD expansion in Suzhou
AMD CEO Lisa Su appeared in Suzhou on May 20 to attend the launch ceremony for the second-phase expansion of Suzhou TF-AMD Semiconductor Co. (also known as Suzhou Tongfu Advanced Microelectronics),...
Friday 22 May 2026
InPsytech taps former Altera and Intel executive as senior strategy adviser to drive global expansion
InPsytech, the intellectual property unit of Egis Technology Group, announced on May 21 that it hired a former Altera CEO and ex-Intel executive as a senior strategy adviser to support...
Friday 22 May 2026
AI agents reshape enterprise computing, Lisa Su and Kai-Fu Lee say
At AMD AI DevDay 2026 in Shanghai, AMD CEO Lisa Su and 01.AI founder Kai-Fu Lee outlined what could become the next major shift in artificial intelligence: the transition from generative...
Friday 22 May 2026
AMD deepens Taiwan supply chain ties with US$10B-plus push
AMD CEO Lisa Su arrived in Taiwan on May 20, 2026, on a private jet and largely followed the same itinerary as her April 2025 visit, including a meeting with TSMC, a technology forum...
Friday 22 May 2026
US-Japan cooperation could protect Taiwan '99%', defense investors told at Silicon Valley summit
Taiwan's semiconductor industry and the military implications of a potential cross-strait conflict dominated the aerospace and defense track on the second day of the Plug and Play...
Friday 22 May 2026
Intel's foundry reset: 14A, 10A and tougher engineering rules
Intel CEO Lip-Bu Tan is reshaping the chipmaker's engineering culture and foundry strategy, confirming that 14A remains on track while revealing that early development has begun on...