SiFive has announced that it is adopting NVLink Fusion for its future RISC-V data center CPU designs. This will allow chips based on SiFive IP to directly connect to NVIDIA's GPU-based AI accelerators, opening new possibilities for high-performance computing and AI acceleration.
TSMC's chairman confirms strong long-term demand in the artificial intelligence sector. The company remains committed to expanding its manufacturing operations in the United States, in response to the growing demand for advanced chips for AI applications.
AMD discussed its graphics technologies, including FSR Redstone, at CES 2026. The company explained why the AI 400 lacks an RDNA 4 GPU, providing details on future strategies in graphics cards and artificial intelligence.
According to Gigabyte CEO Eddie Lin, the revenue per gigabyte of GDDR7 memory on Nvidia graphics cards will be the key factor determining product success and potential supply shortages in 2026. Nvidia's strategy will therefore depend on the profitability of GDDR7 memory.
Asus denies claims of discontinuing the RTX 5070 Ti and RTX 5060 Ti graphics cards. The Taiwanese company stated it has no plans to stop selling these models, while acknowledging that memory supply has impacted production and restocking.
Samsung plans to increase its DRAM production by 5% by 2026. This decision comes at a time of persistent supply tightness, with growing demand for artificial intelligence and data center applications. The production expansion aims to meet market needs and consolidate Samsung's position in the semiconductor industry.
Taiwan has opened an international tender for the purchase of a quantum computer. However, the US export ban remains in effect, a key element that could influence deliveries and technological choices. The initiative aims to strengthen the island's advanced computing capabilities.
US data centers, crucial for artificial intelligence, are facing significant delays in grid connection. This situation is driving the development of new power supply models to ensure the operation and growth of the sector. The delays jeopardize deliveries and the expansion of the infrastructure needed to support innovation in AI.
Taiwanese power semiconductor companies reported mixed results for 2025, amid significant shifts in global supply chains. Performance varied depending on market segments and corporate strategies adopted to address the new challenges in the sector.
Aeva secures a spot in Nvidia's autonomous driving ecosystem through its collaboration with LG Innotek. This strategic partnership strengthens Aeva's position in the autonomous vehicle sector, leveraging synergies with Nvidia and LG Innotek's expertise in advanced components. A step forward for autonomous driving.
The Trump administration has imposed a 25% tariff on high-end artificial intelligence chips, including Nvidia's H200 and AMD's MI325X, just one day after approving their export to China. This move, following a national security investigation, aims to incentivize domestic semiconductor manufacturing. The timing creates immediate complications for Nvidia, as chips destined for China must transit through the United States for testing, triggering the tariff. Exemptions are provided for US data centers and other domestic uses.
Phison and Infinitix are collaborating to create a comprehensive infrastructure solution for artificial intelligence (AI) aimed at the enterprise sector. The goal is to provide a platform optimized for the computing and storage needs of AI workloads, simplifying the deployment and management of advanced applications.
According to an analysis from January 16, 2026, TSMC's growth appears unstoppable, but a risk element could threaten its dominant position in the semiconductor industry. The article does not specify the nature of this unknown factor, but suggests that investors should closely monitor the situation.
Taiwan's semiconductor test solution sector is experiencing rapid growth, driven by increasing demand for AI chips. This expansion promises new opportunities for specialized companies and reinforces Taiwan's role in the global semiconductor industry. The increasing complexity of chips requires increasingly sophisticated testing, further fueling the demand for advanced solutions.
Taiwanese server supply chains in Mexico are reorienting towards ASEAN countries. This shift is partly due to the boom in ASIC (Application-Specific Integrated Circuits) assembly and global geopolitical tensions that are pushing companies to diversify their production locations.
The United States is expanding export controls on artificial intelligence chips, including access to the cloud. This move puts China's overseas computing plans at risk, further limiting its ability to develop and use advanced artificial intelligence technologies. The decision aims to prevent the use of these technologies for military or surveillance purposes by the Chinese government.
According to DIGITIMES, Foxconn holds a crucial role in the implementation of Apple's artificial intelligence strategy, thanks to its dominant position in hardware manufacturing. The Taiwanese company confirms itself as a strategic partner for Cupertino's upcoming initiatives in the field of AI.
The exponential growth of data centers in the United States is straining the national electric grid. Proposed outages and industry pushback highlight a growing criticality. The energy needs of data centers are constantly increasing, raising concerns about sustainability and the ability of the existing infrastructure to meet demand. Solutions are being sought to optimize consumption and ensure a stable supply.
According to DIGITIMES, the increasing demand for computing power for artificial intelligence risks straining Taiwan's energy infrastructure. The island, crucial for the production of advanced semiconductors, may face new challenges in supporting the expansion of AI.
The U.S. has introduced new export rules for AI and HPC accelerators. The rules allow shipments of AMD's MI325X and Nvidia's H200 GPUs to Chinese entities, provided that manufacturers meet domestic demand and comply with the U.S. Department of Commerce requirements. The new regulations may benefit large manufacturers, while smaller companies could suffer.