When Jensen Huang's resignation took effect on November 12, most of the market's attention turned to who would be Nvidia's next CEO. However, a better starting point for judging what...
Mars Semiconductor's cumulative revenue for the first three quarters of 2026 edged up from the same period in 2025, while quarterly results rose steadily and EPS growth was significant,...
Chinese AI companies reportedly are racing to sign overseas compute deals as they fear the political fallout of the Nvidia spy scandal could push US lawmakers to restrict their remote...
Samsung Electronics and SK Hynix are redirecting some enterprise solid-state drive (eSSD) supplies originally intended for Chinese customers to US cloud service providers (CSPs), following...
China's expanding AI computing infrastructure is prompting server manufacturers to accelerate their capital-raising plans. xFusion Digital Technologies, spun off from Huawei's x86...
Chinese DRAM maker ChangXin Memory Technologies (CXMT) is expanding into higher-value memory markets, introducing DDR5 server modules, mass-produced LPDDR6 chips, and automotive DRAM...
The battle for control of Dutch chipmaker Nexperia is intensifying after a Dutch court further restricted Chinese parent Wingtech Technology and related parties from interfering with...
Doosan Group has completed merger reviews in six countries for its acquisition of SK Siltron within about two months. The deal is valued at KRW2.3 trillion (US$1.73 billion). The key...
LG Energy Solution (LGES) and Samsung SDI plan to begin mass production of lithium iron phosphate (LFP) batteries for AI servers in the second quarter of 2027, expanding the technology...
CNBC reported that Alice Huang, with whom Nvidia CEO Jensen Huang allegedly had an extramarital relationship, may be connected to Huawei Cloud through a complex web of ownership...
FIC Global (FICG) returned to growth in the third quarter of 2026, driven by the gradual ramp-up of overseas capacity in its optical communications business and strong demand for high-speed...
Neocloud provider CoreWeave announced a realignment of its financing strategy for data center expansion, shifting away from its previous heavy reliance on high-yield bonds toward borrowing...
AI has propelled the global semiconductor market to record highs, but growth remains concentrated in memory, advanced logic and advanced packaging, areas in which Europe has limited...
A network of companies tied to Alice Huang, the alleged Chinese intelligence operative involved in a romantic relationship with former Nvidia CEO Jensen Huang, recently invested in...
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