China's BOE has reportedly lost its planned OLED panel supply for Apple's iPhone 17 due to unresolved quality issues. Samsung Display will take over the supply, increasing shipments...
Nvidia is doubling down on ecosystem expansion to solidify its position as the go-to platform for AI computing, CEO Jensen Huang said during the company's third-quarter fiscal 2026...
Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...
Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...
LG Display (LGD) is accelerating the transformation of its revenue structure by focusing on high-value products such as large-size panels and OLEDs, amid a significant rise in average...
IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds...
Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November...
India's Ziroh Labs is positioning its Kompact AI runtime as a homegrown alternative to GPU-based AI compute, arguing that enterprise AI adoption in emerging markets will hinge as...
Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx...
Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two...
Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including...
Three AI giants have formed a strategic partnership that will once again reshape the AI industry. Announced just before Microsoft Ignite 2025, Microsoft and Nvidia have committed...
Pat Gelsinger, after stepping down as Intel's CEO, continues to influence the semiconductor sector through his role as a venture capitalist. On November 18, he led seven portfolio...