The demand for AI is driving significant investment and innovation in hardware and infrastructure, including GPUs, CPUs, memory, and data centers. Companies are racing to develop more powerful and efficient hardware to support the growing computational needs of AI models.
TSMC chairman C.C. Wei emphasizes how innovation in robotics is intrinsically linked to advancements in the field of semiconductors. The article highlights the importance of silicio as the foundation for the development of advanced robotic systems.
Chunghwa Precision Test (CPT) has broken ground on a new plant in Taiwan to meet the increasing demand for AI chips. The expansion aims to support the production of essential components for the AI sector.
Delta Electronics is preparing to support next-generation AI data centers with 800V DC power and liquid cooling systems. The company aims to meet the increasing power and cooling demands of infrastructures dedicated to artificial intelligence.
Softbank plans to build a 10-gigawatt data center in Ohio, potentially the largest in the world. The infrastructure will require a $33 billion natural gas plant, equivalent to nine nuclear reactors.
NVIDIA is making available DGX Stations based on the Grace Blackwell architecture, including the GB300 and GB200 versions. These desktop workstations bring the computing power needed for AI directly to the desks of developers and researchers.
Samsung has reportedly secured a deal with OpenAI for the supply of HBM4 memory. This move could lead to a reallocation of Samsung's production capacity to meet OpenAI's demand.
Nvidia Vera Rubin servers, designed for intensive workloads, are increasing the demand for liquid cooling systems. This trend is driven by the need to manage the high power density and heat generated by high-performance components, crucial for artifi...
BYD, Geely, Nissan and Isuzu are adopting NVIDIA DRIVE Hyperion for Level 4 autonomous vehicle development. NVIDIA's platform is establishing itself as a standard infrastructure in the APAC market, offering a complete reference architecture for compu...
Alibaba has announced a US$100 billion investment plan in artificial intelligence, with a particular emphasis on expanding cloud services. This strategic move aims to strengthen Alibaba's position in the rapidly growing AI market, leveraging its infr...
Supermicro's co-founder has been charged in the US for allegedly orchestrating a scheme to smuggle AI chips to China, evading export controls. The estimated value of the illicit trafficking is $2.5 billion.
Intel is reportedly betting on advanced packaging to regain AI foundry ground. This strategic move aims to bridge the technological gap and regain market share in the rapidly growing AI sector.
The US trade deficit hit a record $1.2 trillion, fueled by a 60% surge in AI hardware imports, particularly chips from Asia. Domestic demand outpaces production capacity, widening the gap.
NVIDIA, best known as a GPU company, continues to invest in the CPU market. With the Vera CPU, the company aims to expand its presence in the AI server sector, further diversifying its product portfolio beyond traditional GPUs.
Micron is increasing investments in production capacity. However, limitations imposed by cleanrooms in the semiconductor industry are creating bottlenecks in memory supply, potentially affecting costs and availability for artificial intelligence syst...
The article explores how Groq's architecture positions itself against Nvidia's inference strategy, and how CPUs are redefining the architectural landscape for AI agents, opening new perspectives on distributed and specialized processing for artificia...
The production of HBM (High Bandwidth Memory) is crucial for GPUs used in artificial intelligence. Geopolitical tensions between South Korea and Taiwan, both leaders in memory chip production, could have significant repercussions on the AI industry, ...
According to Digitimes, Micron has announced outstanding financial results for the second quarter of 2026, primarily driven by strong demand for artificial intelligence solutions. This highlights the increasing role of AI as a growth engine for memor...
Micron Technology anticipates stronger-than-expected financial results for the second quarter of 2026, driven by robust demand for high-performance memory solutions for artificial intelligence applications. The company is particularly benefiting from...
Intel plans to expand its EMIB capabilities in Malaysia, amid uncertainty related to the Section 232 investigation. This strategic move could have significant implications for the semiconductor supply chain and Intel's manufacturing strategies.
Nvidia's networking business generated $11 billion in revenue last quarter, exceeding expectations and establishing itself as a strategic pillar alongside the core GPU and gaming businesses. This growth underscores the importance of high-performance ...
According to Digitimes, Nvidia is exploring a future where interconnects between hardware components leverage both copper and fiber optics. This strategy could have significant implications for high-performance computing architectures and future data...
According to DIGITIMES, the increasing memory demands, power constraints, and deployment complexities are reshaping AI infrastructures. At GTC 2026, these factors will be central to the development and adoption of new solutions.
OpenAI is shifting its infrastructure strategy, moving from building proprietary data centers to leasing cloud computing capacity. The move signals a potential shift in priorities towards greater flexibility and scalability.
Nvidia secures approvals and orders for the H200 GPU in China, restarting supply chain production. This development indicates strong demand for high-performance computing solutions in the Chinese market, despite regulatory restrictions.
Nvidia unveils Vera Rubin POD, a 60 exaflop AI supercomputer powered by seven Rubin chips. Housed in 40 racks, the solution represents an advanced computing infrastructure for complex artificial intelligence workloads.
Nvidia has unveiled Rubin Ultra, the world's first AI GPU featuring 1TB of HBM4E memory. The new chips will slot into Kyber racks, opening new frontiers for performance in large model inference and training. This innovation promises to significantly ...
Goldman Sachs expects AI infrastructure investments to grow, focusing on data centers and computing hardware. The demand for computing power for model training and inference is reshaping the data center market, pushing companies to consider energy ef...
Hon Precision, a testing service provider for AI chips, plans to increase its capacity by 40% amid surging demand. This expansion reflects the strong growth in the semiconductor market for artificial intelligence applications.
Meta's investments in developing custom GPUs for artificial intelligence workloads are driving growth, but at the cost of significant financial losses. In the most recent quarter, losses related to these initiatives reached $560 million, raising ques...
According to Digitimes, during GTC 2026, Jensen Huang projected a US$1 trillion inference market. Nvidia is reportedly partnering with Samsung for the production of a new LPU (Logic Processing Unit). The announcement highlights the growing importance...
The collaboration between Nvidia and Taiwanese companies is fueling a new token-based economy, with an estimated value of $1 trillion. This strategic partnership aims to capitalize on the growing demand for hardware and software solutions for artific...
Micron has announced the start of high-volume production of HBM4 memory and PCIe Gen6 SSDs, intended for Nvidia platforms. This development marks a significant step forward for the performance of high-performance computing systems and artificial inte...
Nvidia CEO Jensen Huang estimates the company will sell $1 trillion worth of AI hardware by 2027. This forecast reflects the increasing demand for computing power to support the development and deployment of increasingly complex AI models, particular...
Nvidia introduces the Vera Rubin module, designed for data processing in orbit. It offers AI compute capabilities up to 25x greater than an H100 GPU, opening new frontiers in space analysis and low-latency inference directly in space.
Intel wins a significant contract: Xeon 6 processors will be used in Nvidia DGX Rubin NVL8 systems. This move comes as Nvidia enters the data center processor market with Vera CPUs.
Nvidia unveils Vera, a new 88-core CPU designed to challenge AMD and Intel. The liquid-cooled Vera CPU racks integrate 256 chips, delivering up to a 6X gain in CPU throughput compared to existing solutions. This move marks a significant expansion in ...
Intel continues to develop new hardware architectures, with a particular focus on 14A, Nova Lake, and Diamond Rapids processors. The company also aims to strengthen its offering of dedicated artificial intelligence accelerators, in an increasingly co...
A preview of the future of computational acceleration: what to expect from the Nvidia GTC 2026 conference in terms of new GPU architectures and advances in artificial intelligence. The event remains a benchmark for industry professionals.
Chinese chip maker Hygon reported a 57% jump in revenue, driven by growing demand for AI compute. This highlights the increasing importance of Chinese hardware vendors in the AI market.
According to DIGITIMES, the AI server market is supported by revenues from testing, design services, and rail kit supplies. These elements represent a key indicator of demand and evolution in the sector.
The Smart City Summit & Expo broadens its scope to include a pavilion dedicated to artificial intelligence, robotics, and virtual power plants. The event reflects the increasing importance of these technologies in the development of smart cities.
APMIC's US$7 million Series A funding could boost the adoption of on-premise private AI models. This trend responds to the growing need for data control and regulatory compliance, prompting companies to evaluate self-hosted alternatives to the cloud.
The delay in the production of Tesla's artificial intelligence chips has forced the South Korean startup DeepX to revise its development plans, postponing its planned roadmap for its NPUs (Neural Processing Units) by about six months. The company aim...
Nvidia's GTC is expected to address the challenges of token generation in generative AI workloads. The event should unveil new hardware and software solutions to improve throughput and efficiency in inference, with a focus on the OpenClaw architectur...
The doubling of raw material costs is raising concerns in the semiconductor supply chain, particularly for compound materials. The situation is putting pressure on manufacturers and could have repercussions on the final prices of devices.
Flytech's AI-powered software is projected to surpass NT$100 million in revenue in 2025. The company, led by Chairman Tai-Seng Lam, is aiming for significant growth through its AI solutions.
Rising geopolitical tensions in the Middle East, coupled with strong demand for artificial intelligence solutions, are putting significant pressure on costs and shifting supply chain risks to end customers. The situation requires a reassessment of pr...
Lite-On Technology president Anson Chiu anticipates sustained demand for AI infrastructure over the next 18 months. This forecast underscores the continued growth and importance of investments in the AI sector.
Taiwanese chipmakers are preparing to compete in the drone sector, showcasing their solutions at Embedded World 2026. The initiative aims to leverage the growing opportunities in the unmanned aerial vehicle market, with applications ranging from surv...
The expansion of the drone and robotics sectors in Taiwan is driving increased demand for carbon fiber, a key material for building lightweight and durable components. This trend highlights the island's technological growth and its impact on the supp...
China announces mass production of T1200 carbon fiber, a high-performance material with potential applications in the semiconductor and robotics sectors. This development could reduce reliance on foreign suppliers and accelerate domestic technologica...
China National Building Material's new T1200 carbon fiber material promises to redefine standards in high-tech sectors such as aerospace, advanced robotics, and manufacturing, thanks to superior mechanical properties. The implications extend to the p...
GTC, Nvidia's annual event, is where the company unveils new products, strategic partnerships, and its vision for the future of computing. Jensen Huang's keynote will focus on Nvidia's role in the evolution of computing and AI.
Meta shared details on its MTIA 300 AI accelerator, already in production, and future MTIA 400, 450, and 500 generations for its AI compute infrastructure. The company continues to invest in custom hardware solutions to optimize AI workloads.
Samsung aims to use a 2nm manufacturing process for the base dies of HBM4E memories. This strategic move aims to improve the performance and efficiency of chips intended for artificial intelligence applications, particularly in edge contexts where co...
AcBel Polytech announced strong fourth quarter 2025 results, pushing its HVDC (High Voltage Direct Current) strategy for AI data centers. The company aims to improve energy efficiency and reduce operating costs of AI infrastructures.
Taiwanese manufacturer Flexium anticipates significant revenue growth from AI servers and smart glasses by 2026. The company aims to diversify its business, riding the wave of increasing demand for hardware solutions for AI workloads and advanced wea...
AMD, Broadcom, and Nvidia are collaborating with hyperscalers to define a new optical interconnect standard for AI clusters, targeting speeds of 3.2 Tb/s. Meta, Microsoft, and OpenAI will benefit from this evolution, which is essential for managing t...
Meta has announced its new family of MTIA (Meta Training and Inference Accelerator) chips designed specifically for AI model inference. The company plans to release new versions of these chips every six months, thereby accelerating the pace of innova...
JetCool and Broadcom are partnering to develop liquid cooling solutions for AI chips. The collaboration aims to address increasing power densities and ensure optimal system performance.
Taiwan's integrated circuit (IC) designers are moving towards delivering rack-level AI solutions. This trend reflects a growing demand for on-premise AI computing capabilities, especially for applications requiring low latency and high data sovereign...
Tensions in the Middle East could impact the supply of helium, an essential gas for semiconductor manufacturing in South Korea. Reliance on foreign suppliers makes the chip industry vulnerable.
UMC and HyperLight are collaborating to mass-produce 8-inch TFLN (Thin-Film Lithium Niobate) photonics chiplets. These components are intended for AI data centers, promising improvements in data communication performance and energy efficiency. HyperL...
AIRMO, a space tech startup based in Berlin and Luxembourg, has raised €5 million to develop advanced greenhouse gas (GHG) monitoring technologies using satellites and drones. The funding will support the launch of its first satellite in 2027 and the...
AMD CEO Lisa Su is reportedly planning a trip to South Korea to discuss potential collaborations with Samsung and Naver. The visit coincides with Nvidia's GTC, a key event for the artificial intelligence and accelerated computing industry.
Asus is responding to the growing demand for AI servers by creating a dedicated infrastructure solutions division. The move follows a significant increase in revenue from the sale of servers optimized for artificial intelligence workloads.
According to DIGITIMES, Chenbro sees a promising future for AI servers, but highlights four risk areas that could impact the market. The company did not specify what these risks are, but the news highlights the uncertainties in the sector.
Nvidia has announced a US$2 billion investment in Nebius, with the goal of developing a next-generation cloud infrastructure specifically designed for large-scale artificial intelligence (AI) workloads. The initiative aims to provide advanced computa...
The increasing demand for artificial intelligence applications is causing strain in the supply chain for high-end multi-layer ceramic capacitors (MLCCs). Nichidenbo anticipates a limited impact from the US-Iran situation on tantalum capacitors.
Taiwanese suppliers of optical modules and BMC (Baseboard Management Controller) are benefiting from strong AI server demand, despite fewer working days in February. Growth is driven by the need for advanced hardware infrastructure for artificial int...
Taiwanese manufacturer Pegatron estimates exponential growth in revenue from servers dedicated to artificial intelligence, predicting a tenfold increase by 2026. This significant expansion is expected to drive the company's quarterly growth.
An analysis of Supermicro NVIDIA B300 solutions and the components needed to build an AI factory. The article compares the B300 generation with the previous B200, examining the hardware and infrastructure required to support complex AI workloads.
Broadcom has announced the Taurus BCM83640, a new 3nm optical digital signal processor (DSP) designed for next-generation AI networks. This 400G per lane PAM4 chip promises to improve the density and speed of communications in artificial intelligence...
Cortical Labs aims to solve the AI energy crisis with biological computers. The 'body-in-the-box' CL1 technology promises lower energy consumption than a calculator, opening new frontiers in high-efficiency computing.
MiTAC plans to expand its production capacity by 2026 to meet the increasing demand for AI servers and cloud solutions. This strategic move signals a growing commitment to the US market and a greater presence in the sector.
Nvidia is reportedly evaluating Samsung's HBM4 packaging capabilities for its future Rubin GPUs. This assessment is crucial to ensure that the next generation of high-performance GPUs can fully leverage advanced HBM memory, which is essential for art...
The OpenClaw AI agent platform is integrating a significant number of tech companies into China's cloud and device ecosystem. The initiative highlights the growing influence of local AI solutions and the dynamics of the tech market in China.
Applied Materials partners with Micron and SK Hynix on a US$5 billion research and development hub focused on memory for artificial intelligence applications. The initiative aims to improve the performance and efficiency of memory used in AI workload...
Asus and Foxconn are leading Taiwan's AI City national team. The news arrives amid escalating geopolitical instability in the Middle East, underscoring the strategic importance of developing AI technologies at a national level.
Oracle has exceeded analysts' expectations, driven by the increasing demand for cloud services for artificial intelligence. The growth of the AI sector is helping to alleviate concerns about the company's financing.
Oracle reports that its AI infrastructure projects are generating profits, with expectations of improved margins as deployed capacity becomes operational. The company is focusing on the increasing demand for computational resources for AI workloads.
The partnership between ABB and NVIDIA aims to bridge the gap between digital models and real production environments through RobotStudio HyperReality. Physical simulation based on NVIDIA Omniverse promises to reduce deployment costs by up to 40% and...
A recent study warns that peak cooling demand from AI-powered datacenters could strain US water systems by 2030, especially during the hottest periods. Billions will need to be invested to meet peak water requirements.
According to DIGITIMES, Taiwan Semiconductor Manufacturing Company (TSMC) anticipates revenue growth in February 2026, driven by strong demand for artificial intelligence solutions. This is despite an expected seasonal dip typical of the period. TSMC...
Adlink reported a 16% increase in February revenue, driven by growing demand for edge AI display solutions. This highlights the increasing importance of distributed artificial intelligence and real-time applications.
Hewlett Packard Enterprise is experiencing a significant surge in AI orders. Strong demand, coupled with memory shortages, is leading to new pricing and supply strategies.
MAtek's testing business is expanding due to the increasing complexity of AI chips. However, rising operating costs are squeezing profit margins. The company plans to invest in new technologies to improve efficiency.
The AMD Ryzen AI Embedded P100 family is expanding with the introduction of 8 and 12 core processors. These new models aim to address new performance tiers, offering more scalable options for embedded applications requiring on-device artificial intel...
The UK launches a £500 million fund to develop a domestic AI computing infrastructure. The initiative aims to transform the country into a technology producer, strengthen the supply chain, and simplify data governance, reducing reliance on foreign hy...
UK-based hyperscaler Nscale announced a $2 billion Series C funding round, bringing its total raised in less than six months to over $4.5 billion. The company aims to expand its infrastructure for AI inference workloads, with a focus on the on-premis...
Taiwanese server manufacturers are exploring the integration of quantum technologies into their products. This strategic move aims to protect future orders and position themselves in an evolving market, responding to the growing needs for security an...
The United States and Finland are the leading contenders to supply a quantum hybrid computing system to Taiwan. Academia Sinica president James C Liao has confirmed the interest of the two nations in the project.
The increasing shipments of Low Earth Orbit (LEO) satellites are intensifying the pressure on Taiwanese printed circuit board (PCB) suppliers. The growing demand is straining production capacity and supply chains.
Foxconn is strengthening its position in the AI server market thanks to its close collaboration with Nvidia. Full-stack integration and deep synergies between the two companies allow Foxconn to compete in the rapidly growing artificial intelligence s...
Micron expects LPDRAM demand for servers to outpace the overall market growth. Taiwan is confirmed as a strategic production hub for the company, highlighting the region's importance in the global semiconductor supply chain.
Advantech envisions a solution to the challenges associated with deploying artificial intelligence solutions on dedicated hardware by 2026. The company aims to simplify the management and orchestration of physical resources for AI workloads, reducing...
The United States is considering expanding export restrictions on artificial intelligence chips in an effort to prevent their diversion to third countries. The goal is to limit access to advanced technologies that could be used for unintended purpose...
AI data center developers are increasingly adopting a style of modular housing, inspired by remote work camps, to accommodate specialized technical staff. This trend raises questions about the social impact and working conditions in the sector.
Taiwanese manufacturer Wistron has announced record revenue for February, primarily driven by strong demand for AI-dedicated servers. This highlights the increasing importance of specialized hardware for AI workloads.
An Applied Materials executive warns that the exponential growth of artificial intelligence may soon face limitations related to energy consumption, rather than chip availability. Energy efficiency is therefore becoming a critical factor for the futu...
Nvidia CEO Jensen Huang stated he appreciates the constraints imposed by the ongoing component shortage. According to Huang, the lack of options forces AI clients to choose only the very best solutions, optimizing efficiency and performance.
The US administration is reportedly planning new restrictions on GPU exports. The new rules could force companies like Nvidia and AMD to seek government approval before selling abroad, aiming to drive AI investment back into the US.
Taiwanese manufacturer Fitipower anticipates growth in 2024, driven by increasing demand for chips used in artificial intelligence (AI) and edge computing applications. The company aims to strengthen its position in these expanding sectors.
Controller manufacturer Phison is shifting to a prepayment model due to a 500% increase in NAND memory prices. This strategic move aims to secure supply and mitigate the impact of market volatility.
AMD is paving the way for the integration of its next-generation Zen 6 processors into the Linux ecosystem. A series of patches, destined for the Linux perf subsystem, have been queued for inclusion in the Linux 7.1 kernel. These patches aim to enhan...
A comparison between the AMD Ryzen 7 9850X3D and Intel Core i9-14900K processors suggests that Intel's Raptor Lake platform may remain competitive even in 2026. The article analyzes the potential performance and market positioning of these high-end C...
Intel compared the performance of its mobile processors, highlighting an increase of up to 95x over twenty years. The comparison was made between the 45nm Penryn architecture and the upcoming 18A Panther Lake architecture.
Taiwanese manufacturer Quanta Computer anticipates strong growth in 2026, driven by artificial intelligence. After reporting record profits in 2025, the company aims to expand its capabilities in the AI sector to support further development. Specific...
The Lovable platform is at the center of a controversy over alleged vulnerabilities in hosted applications. A researcher claims that security flaws have exposed the data of approximately 18,000 users, raising questions about the responsibility of the...
SilverStone introduces the RM4A, a 4U rackmount chassis designed for servers and workstations. It supports SSI-EEB motherboards, advanced liquid cooling setups with radiators up to 360mm, and accommodates up to eight expansion slots. Ideal for those ...
Intel has released the Intel Media Driver 2025Q4 release as well as the latest VPL GPU Runtime for their media stack. The update introduces support for upcoming Nova Lake GPUs and AV1 encoding/decoding improvements.
A new $110 billion investment round values the company at $730 billion pre-money. Key investors include SoftBank, NVIDIA, and Amazon, signaling strong confidence in the future of artificial intelligence and its potential large-scale applications.
Approximately 140 data centers are queued to connect to the UK's power grid. Their combined energy demand exceeds the current peak electricity consumption of the entire UK, which was 45 GW this year. This highlights the infrastructural challenges rel...
Imec has developed a new post-exposure bake method that speeds up the production of EUV chips. A 20% gain in photoresist improvement from increased oxygen concentration boosts production for the most advanced chips.
AMD's DRM/accel driver fixes have been released in preparation for the Linux 7.0-rc2 kernel release. These updates aim to address issues and improve the stability of AMD Ryzen AI drivers.
ASML announced that its High-NA EUV tools are ready for mass production. This long-awaited breakthrough will enable chip manufacturers to create denser and more powerful circuits, paving the way for a new generation of AI chips. TSMC and Intel are am...
According to Digitimes, Wiwynn expects AI-related products to exceed 50% of its total revenue by 2025. The company also forecasts a doubling of revenue and profit due to increasing demand in the AI sector.
Component manufacturer Yageo anticipates strong growth in the first quarter of 2026, driven by demand in the artificial intelligence sector. The company does not currently foresee a significant impact from memory shortages on demand.
TrendForce reports that major cloud providers will significantly increase investments in servers and infrastructure dedicated to artificial intelligence. Eight hyperscalers are projected to spend a total of $710 billion by 2026, exceeding Ireland's g...
NXP has released a new open-source driver for the Linux kernel, designed to support its Neutron neural processing unit (NPU). This development facilitates the integration and use of the AI accelerator in Linux environments.
The increasing demand for AI servers is significantly impacting component manufacturers. APEC, a Taiwanese company specializing in power devices, is benefiting from higher demand for high-voltage MOSFETs and advanced cooling systems for these servers...
WinWay anticipates strong growth driven by AI solution demand, targeting record results in 2025. The company is planning an expansion in Kaohsiung to increase its production capacity and meet the growing market demand. The push is driven by the incre...
Nvidia's export restrictions in China are pushing local AI manufacturers to strengthen their market position. This scenario could accelerate the development of domestic alternatives for inference and training of large language models.
Latent Context Compilation, a new framework, addresses the challenges of deploying LLMs with long contexts. By utilizing a disposable LoRA module as a compiler, the system distills long contexts into compact, portable buffer tokens, compatible with f...
Server slide rail manufacturer King Slide anticipates a significant surge in demand, driven by the increasing server density required for GenAI workloads. This trend may lead to a reorganization of supply chains in the industry.
Component manufacturer Yageo reported an 82% profit increase in Q4 2025, driven by growing demand for artificial intelligence-related products. The company anticipates continued growth due to the expanding AI market.
Memory makers Team Group and Apacer are reporting record profits, driven by increased demand for DRAM and NAND for AI applications. Rising memory prices are a key factor in this success.
Chinese AI company DeepSeek launches V4 of its model, excluding Western suppliers like Nvidia and AMD. The decision is linked to growing geopolitical tensions between the United States and China in the semiconductor sector and the goal of technologic...
The growing demand for artificial intelligence in the cloud is unexpectedly revitalizing the production of 8-inch wafers. This phenomenon, reported by DIGITIMES, highlights how AI needs are influencing the entire semiconductor supply chain, with impl...
Taiwanese giant TSMC has surpassed the $2 trillion market capitalization mark, demonstrating resilience in the face of geopolitical uncertainties and challenges related to artificial intelligence. Demand for advanced semiconductors remains high, supp...
Despite ongoing challenges in the semiconductor industry, Samsung appears determined to increase production of its next flagship smartphone, the Galaxy S26. The decision reflects the company's confidence in the market and its desire to maintain its m...
The upcoming Nvidia GTC in 2026 promises to unveil new technologies, including a still mysterious chip, advancements in silicio photonics, and solutions to address the growing challenges related to energy consumption in artificial intelligence and hi...
Rumors suggest Nvidia might unveil a new chip featuring a 3D IC architecture, integrating memory directly onto the GPU. This solution promises performance improvements and reduced latency, but details remain scarce pending the GTC event.
The growing trade tensions between the United States and China are reshaping global supply chains in the artificial intelligence sector. Taiwan is emerging as a crucial hub for America, given its strategic position in the production of advanced semic...
NVIDIA reported its earnings for Q4 of fiscal year 2026, highlighting significant revenue growth driven primarily by the Data Center and ProViz sectors. GAAP revenue reached $68 billion, marking a 73% year-over-year increase. These results confirm NV...
Nvidia has started delivering the first samples of the Vera Rubin GPU, featuring 88 CPU cores and 288 GB of HBM4 memory. This new architecture aims to improve performance for artificial intelligence workloads.
Nvidia has begun shipping the first Vera Rubin samples, positioning the Vera CPU as a core element in the next generation of artificial intelligence architectures. This strategic move underscores the importance of an integrated hardware-software appr...
Nvidia has assessed the feasibility of building data centers in space, highlighting that, while technically feasible, the implementation is not economically advantageous at present.
Nvidia's financial results have exceeded expectations, fueling optimism in the artificial intelligence sector. The future guidance, particularly robust, suggests sustained demand for Nvidia's GPUs, essential for training and inference of large langua...
Nvidia anticipates that the monetization of artificial intelligence applications will continue to drive investments from cloud service providers (CSPs). This strategy is based on the increasing demand for computational resources for training and infe...
Qualcomm has begun shipping rack-scale AI systems based on its AI 100 chip, introduced in 2019. An analyst highlights structural barriers to widespread adoption. The news was shared by Humain CEO Tareq Amin on LinkedIn.
While the Stargate project appears to be facing delays, Elon Musk continues to invest heavily in artificial intelligence infrastructure. This move highlights the growing importance of a robust infrastructure to support the development and deployment ...
Nvidia announces another record quarter, driven by exponential demand. CEO Jensen Huang highlights that growth is fueled by the increasing demand for tokens in the AI world.
Micron has announced its entry into the GDDR7 memory market with modules reaching 36 Gbps. This move puts it in competition with Samsung and SK Hynix, although the latter already offer solutions with higher speeds.
Anthropic has announced the acquisition of Vercept, a strategic move to enhance Claude's computer use capabilities. The integration aims to improve the model's interaction and effectiveness in complex application scenarios.
Meta is investing heavily in AMD to accelerate its AI compute strategy. The $100 billion deal involves AMD giving up a slice of the company in return for GPU orders. Meta remains platform-agnostic as it develops its AI infrastructure.
Nearly three months after White House approval, Nvidia has not yet shipped any H200 GPUs to China. A U.S. Commerce Department official confirmed that no sales have been approved during a House hearing.
SambaNova has announced its new SN50 AI accelerator, claiming three times better efficiency than Nvidia B200. The company is partnering with Intel to deploy Xeon CPUs for inferencing and agentic workloads.
Taiwan's OSAT (Outsourced Semiconductor Assembly and Test) sector is shifting its strategy. The article analyzes the dynamics of this change, focusing on the implications for the semiconductor industry. Taiwanese companies are adapting to an evolving...
Unimicron, a manufacturer of semiconductor substrates, has announced the appointment of SC Chien (formerly at UMC) as chairman. The move indicates a potential shift in corporate strategy, with implications yet to be defined for the semiconductor indu...
PCB manufacturer Unimicron announced better-than-expected financial results for the fourth quarter of 2025, surpassing the combined earnings of the first three quarters of the same year. The company has also increased its capital expenditure (CapEx) ...
China aims to increase its domestic production of advanced chips fivefold. This strategic move is designed to support the expansion of artificial intelligence in the country, reducing dependence on foreign suppliers and strengthening its technologica...
ChipMOS, a memory testing service provider, has announced another price increase and the signing of a three-year capacity contract. The decision reflects the growing demand in the memory sector and the need to ensure the long-term availability of tes...
The increasing demand for artificial intelligence applications is leading to a saturation of the production capacity of multilayer ceramic capacitors (MLCCs), resulting in rising prices. This situation directly impacts the electronic component supply...
Taalas announces a hardware architecture dedicated to running the Llama model, achieving a speed of 17,000 tokens per second. This proprietary solution is proposed as an alternative to traditional GPUs for specific LLM inference workloads.
MatX, an AI chip startup founded in 2023 by former Google TPU engineers, has raised $500 million. The company aims to compete with Nvidia in the rapidly growing AI hardware market.
Rumors suggest that Nvidia's new GB10 and GB10X GPUs (codenames) may debut in the first half of 2026, appearing in Dell and Lenovo laptops. These GPUs are highly anticipated for their potential performance and energy efficiency.
Google Cloud launched the N4A series powered by Axion ARM64 processors. Initial benchmarks compare N4A performance against AMD EPYC and Intel Xeon N4 instances. The analysis focuses on performance gains over prior-generation ARM64 VMs and positioning...
Nvidia's Q4 results are highly anticipated, as they could significantly impact confidence in the AI hardware market. Nvidia's dominant position in the sector, with its GPUs powering both training and inference, makes its results a key indicator of th...
ASML announces a breakthrough in EUV lithography technology, aiming to increase speed by 50% by 2030. The new 1,000-watt light source uses three lasers to target 100,000 tin droplets per second, paving the way for more powerful and efficient chips.
SambaNova has raised $350 million to advance its dataflow architecture, which it pitches as an alternative to GPU-based AI systems. The goal is to compete with Nvidia, particularly with its B200 architecture, potentially offering advantages in speed ...
A new trilateral agreement in the semiconductor sector sees Japan investing capital, Taiwan contributing its technological know-how, and India providing its vast talent pool. This collaboration aims to strengthen the global chip supply chain, diversi...
An analysis of the Taiwanese semiconductor materials market reveals how specialized companies are outperforming the large players in the sector. This highlights the importance of specialization and innovation in a highly competitive market.
Infineon is expanding its reach, targeting not only AI data centers but also the emerging market of humanoid robotics. The company anticipates significant growth in both sectors, leveraging its expertise in power electronics and sensors.
Taiwan is taking steps to protect its trade gains in response to changes in US tariffs. The aim is to safeguard key export sectors for the island's economy, amid growing geopolitical and trade uncertainty.
China is at the heart of an intense competition in the field of artificial intelligence, with huge capital invested in the development of large language models (LLMs) and advanced computing infrastructures. The stakes are high, with significant impli...
ASML is increasing the power of its EUV (Extreme Ultraviolet Lithography) systems to 1,000W, aiming to boost chip production by 50% by 2030. This advancement is crucial for the manufacturing of advanced semiconductors, essential for artificial intell...
According to AFP sources, Meta has decided to purchase Nvidia's Grace CPUs separately. This move could intensify competition in the processor market, putting further pressure on Intel, which is already competing with AMD and other chip manufacturers.
Nvidia is reportedly implementing a tiered supply strategy for HBM4 memory. Samsung is positioning itself as a key supplier for high-end GPUs, benefiting from the new memory architecture. This move could have significant implications for the high-per...
Foxconn's expansion into the semiconductor sector in India signals a trend towards greater production localization and a transformation of global supply chains. This strategic move could have a significant impact on the Indian and global technology e...
Taiwan's CMAT is preparing to debut in the testing sector for AI-dedicated chips. This entry comes at a time of strong market expansion, with growing margins for semiconductor manufacturers specializing in AI.
The modern AMDGPU/AMDKFD open-source driver stack has surpassed six million lines of C code with the Linux 7.0 kernel. This marks a significant increase from four million lines of code just four years ago, highlighting the growing complexity of moder...
US exports from Taiwan now exceed those from China for the first time in decades, thanks to a 93.5% jump in advanced system exports. This increase is mainly driven by strong demand for artificial intelligence hardware, particularly from companies lik...
AMD is strengthening its presence in India, placing the country at the center of its global artificial intelligence strategy with the new Helios platform and expanded partnerships. The initiative aims to capitalize on the growing Indian technology ec...
Memory manufacturer Kioxia has sold out its projected NAND flash memory production capacity for 2026, driven by strong demand from artificial intelligence applications. The news highlights increasing pressures on the memory supply chain.
Samsung recorded a 40% revenue jump in the DRAM sector in Q4 2025, regaining market leadership. The company is now focusing on HBM4 technology to further consolidate its competitive position in the high-performance memory sector.
Eswara Rao Nandam, CEO of Polymatech Electronics, aims to strengthen the Indian supply chain in the semiconductor sector. The company positions itself as a key player in this strategic market, with significant implications for the country's technolog...
AMD replicates Nvidia's playbook by financially backing Crusoe, a provider of energy recovery solutions for data centers. The operation involves a US$300 million loan, signaling a growing interest from chip manufacturers towards energy optimization o...
The Linux kernel is preparing for Intel's next-generation Xeon Diamond Rapids processors as the successor to Granite Rapids. Most of the driver support appears to be settled, with the addition of NTB driver support in the Linux 7.0 kernel.
A new model, MMCAformer, integrates macroscopic traffic flow data with microscopic driving behavior insights from connected vehicles to improve traffic speed prediction accuracy. The approach reduces uncertainty and increases accuracy, especially in ...
The AIdentifyAGE ontology is presented, a tool to standardize and make age assessments in the forensic field more transparent, particularly in cases of unaccompanied minors. The ontology aims to improve interoperability between clinical, forensic, an...
The increasing demand for artificial intelligence infrastructure is fueling a global competition, significantly impacting chip and server suppliers based in Taiwan. The article analyzes how this dynamic is influencing the market and the companies inv...
Major tech companies are increasingly investing in physical infrastructure for generative artificial intelligence. This trend reflects the growing importance of specialized hardware and local stacks to manage AI workloads efficiently and securely.
A cloud startup will use AMD Instinct GPUs in an Ohio datacenter, securing a $300 million loan with the GPUs as collateral. The deal highlights the increasing value of AI hardware in the market.
AMD announced hipThreads, a C++ style concurrency library for AMD GPUs, designed to simplify the porting of C++ code. This new addition to the ROCm/HIP ecosystem aims to make the development of high-performance applications on AMD GPUs easier.
China’s AI expansion is forcing domestic suppliers to rapidly adopt liquid cooling systems for servers, due to the increasing heat dissipation demands of intensive computing clusters.
Simdjson, the open-source project for high-performance JSON parsing leveraging SIMD instructions, has announced version 4.3. This update introduces further SIMD optimizations, further increasing processing speed. Simdjson aims to parse gigabytes of J...
A user is planning an AI server with eight GPUs, but available motherboards have a limited number of PCIe slots. The discussion explores the use of risers and other solutions to overcome these hardware limitations, allowing more GPUs to be connected ...
The AI server supply chain shows contrasting dynamics. While PCB (Printed Circuit Board) and CCL (Copper Clad Laminate) manufacturers lead the market, divergences are observed in ASIC production and testing procedures. An analysis of current trends i...
Leading AI service providers are securing long-term uranium supplies from mining companies. This move aims to power future data centers with nuclear energy, addressing the increasing energy demands of AI model training and inference.
Google's Gemini app expands: users can now generate music from text, images, and videos. This new feature opens new creative frontiers, allowing the transformation of visual and written content into unique musical compositions.
Meta plans to deploy standalone Nvidia Grace CPUs in production, with the Vera architecture to follow. The company anticipates up to 2X performance-per-watt improvements in some CPU workloads.
Samsung is developing LPDDR5X-PIM (Processing-in-Memory) to accelerate artificial intelligence workloads. This technology aims to reduce bottlenecks by moving some of the processing directly inside the memory chip, improving energy efficiency and ove...
The increasing demand for artificial intelligence infrastructure in Taiwan is driving a surge in the construction sector and land market. The need for data centers and specialized factories to host AI workloads is growing rapidly, fueling new investm...
Meta is deepening its partnership with Nvidia, integrating Nvidia's Grace processors into its CPU-only systems. The company plans to deploy millions of GPUs over the next few years and is already working on adopting Nvidia's upcoming Vera CPUs starti...
Qwen3.5 NVFP4 is now available, quantized with NVIDIA's Model Optimizer. The checkpoint weighs approximately 224GB with 17 billion active parameters. It is released under the Apache 2.0 license. It requires SGLang and provides launch examples on B200...
Alibaba has announced Qwen 3.5, a multimodal artificial intelligence model. The announcement highlights the continued progress in the field of AI agents capable of handling diverse inputs and outputs, opening new possibilities for advanced applicatio...
Researchers are exploring new directions in artificial intelligence, focusing on radically different approaches and evaluating alternative tradeoffs compared to established methodologies. The goal is to overcome current limitations and open new persp...
The Corsair AI Workstation 300 combines power and small size, integrating the Strix Halo processor. This system presents itself as an elegant solution, albeit with a significant price tag. Ideal for those seeking high performance in a compact form fa...
Kyiv-based defence technology company The Fourth Law (TFL) has secured new funding to further develop AI and robotics solutions for defence and public safety, particularly for autonomous drones used in Ukraine. TFL's AI modules can be integrated acro...
DIGITIMES analyzes the dynamics of the artificial intelligence supply chain, with a particular focus on power, substrates, and thermal solutions. The article highlights how these elements are gaining importance in the context of developing increasing...
According to Andrej Karpathy, the cost to train AI models like GPT-2 is decreasing by 40% annually. Improvements stem from better hardware (H100), optimized software (Flash Attention 3), advanced algorithms (Muon optimizer), and higher quality traini...
Intel intensifies the AI PC race, with a focus on ZAM memory. The battle between HBM3 and HBM4 technologies is intensifying, crucial for the performance of artificial intelligence workloads. The market is rapidly evolving.
The surge in AI data centers in China is driving the adoption of liquid cooling solutions. The higher power densities of AI systems require more efficient cooling methods to ensure optimal performance and reliability.
AdaLLM is a new runtime focused on accelerated NVFP4 inference on Ada Lovelace GPUs, such as the RTX 4090. It implements an FP8 KV cache and a custom FP8 decode kernel, avoiding FP16 fallback. It supports models like Qwen3 and Gemma3, offering perfor...
A Reddit user is experimenting with a local workstation equipped with 6 GPUs (approximately 200GB of VRAM) for concurrent execution of open-source reasoning models. The goal is internal data analysis and workflow automation. They are seeking advice o...
NVIDIA announced that Nemotron-3 Super and Ultra models are being pre-trained using FP4 precision, leveraging the high FP4 throughput of NVIDIA GPUs. The models are expected to be released in the first half of 2026. An interesting aspect that emerged...
Nvidia is expanding its collaboration with South Korea in the smart factory sector. The initiative aims to leverage Nvidia GPUs to optimize production processes, improve automation, and reduce operating costs. This partnership underscores the growing...
Nvidia introduced Dynamic Memory Sparsification (DMS), a technique that optimizes KV cache management in LLMs during inference. DMS, through a learned "keep or evict" signal for each token, reduces memory usage by up to 8x, enabling more performant m...
Pegatron's chairman forecasts strong growth in the AI server market starting in 2026. The company aims to capitalize on the increasing demand for artificial intelligence infrastructure.
The increasing demand for memory capacity is driving innovation in the sector. Startups and SMEs face new opportunities to develop advanced solutions, essential to support artificial intelligence workloads and other data-intensive applications. Techn...
According to DIGITIMES, IT applications show potential for OLED display driver (DDI) adoption. However, the upgrade pace remains slow. The article analyzes market dynamics and factors influencing the adoption of this technology.
According to DIGITIMES, Foxconn maintains its leading position in the production of AI servers, also benefiting from strong demand from Apple. Competition in the sector remains high, with other manufacturers seeking to gain market share.
Adata chairman Simon Chen forecasts pre-tax profits exceeding NT$10 billion by 2025. The company is set to announce its Q3 2025 earnings in December.
Power transmission efficiency is becoming a critical factor in the development of artificial intelligence and regional competitiveness. Optimizing energy consumption is essential to reduce the operating costs and environmental impact of AI data cente...
Pegatron expects triple-digit growth in the AI server market by 2026, also targeting opportunities in ASIC chips. The company is preparing to expand its presence in the artificial intelligence sector.
Pegatron, despite market challenges, aims for significant growth in the AI server and automotive sectors. The Taiwanese company plans to expand its presence in these strategic markets to offset difficulties encountered in other areas.
According to DIGITIMES, the ASIC-based server market is about to enter a phase of more intense competition, with Nvidia putting pressure on profit margins. This could lead to new dynamics in the artificial intelligence hardware sector.
Ennostar is betting on Micro LEDs to solve overheating issues inside AI servers. The technology could improve the efficiency and reliability of cooling systems, which are crucial for the performance of artificial intelligence workloads.
An enthusiast has published a detailed guide to increase the memory of an RTX 4090 up to 48 GB. The procedure, which requires advanced soldering skills and in-depth hardware knowledge, is documented in a video and is generating interest in the moddin...
Nvidia's market share in the Chinese AI chip sector has fallen to 8%. Chinese manufacturers are increasing production and gaining market share, eroding the dominance previously held by the US company. This dynamic reflects increasing competition in t...
AMD has released version 1.2 of the MLIR-AIE compiler toolchain, designed to optimize the performance of Ryzen AI NPU devices. This update, based on LLVM and focused on MLIR, provides developers with advanced tools to develop efficient artificial int...
An enthusiast has completed the assembly of a high-performance system based on the Nvidia GH200 GPU with 144GB of HBM3e memory. The configuration also includes an RTX Pro 6000 card, an 8TB SSD, and a liquid cooling system to manage the high temperatu...
Intel's shares plummeted 13% following the release of its latest earnings report. Despite improved results compared to previous losses and significant external investments, the company anticipates supply constraints in Q1 2026. While management stabi...
AcBel has announced the launch of 1MW HVDC (High Voltage Direct Current) power supplies, signaling a strategic shift toward AI data centers as a core growth engine. The decision reflects the increasing demand for efficient power solutions for AI infr...
The increasing adoption of artificial intelligence and the expansion of the automotive sector are fueling strong demand for quartz frequency components. These elements are essential in numerous applications, from consumer electronic devices to advanc...
Despite trade tensions with the US and resulting tariffs, China and Vietnam remain central to Taiwanese companies' manufacturing strategies. These countries continue to be attractive hubs for manufacturing investments, thanks to established infrastru...
ASML is at the forefront of the chip manufacturing equipment sector, driving innovation in advanced packaging. The Dutch company is a key supplier to semiconductor manufacturers worldwide, playing a crucial role in the development of increasingly sop...
Neurophos has raised $110 million to develop compact optical processors for AI inferencing. The company aims to address power efficiency challenges in the AI industry by using an innovative composite material for the required calculations. This techn...
AMD presented significant updates to ROCm, its software platform, at CES 2026. The company aims to break down barriers in the development of artificial intelligence applications, making ROCm an increasingly accessible and powerful tool for developers...
According to Digitimes, SAS is shifting its SiC strategy, focusing on 12-inch wafers. The company is also reportedly working on AI-powered glasses. This strategic move could position SAS more competitively in the semiconductor and consumer electronic...
According to a DIGITIMES report, the market for ASICs (Application-Specific Integrated Circuits) for the cloud is experiencing strong growth. Shipments are expected to surge starting in 2026. Memory capacity remains a critical factor and a potential ...
Taiwanese companies are preparing to capitalize on the opportunities presented by the growth of AI data centers, focusing on silicio photonics and CPO packaging. This strategic move aims to position Taiwan as a leader in the sector, riding the wave o...
Intel has recruited Eric Demers, a Qualcomm GPU veteran, to lead its AI-focused graphics engineering team. This strategic move aims to strengthen Intel's capabilities in the field of AI, leveraging Demers' experience in developing high-performance GP...
AMD has sent out a set of 19 patches to the Linux kernel mailing list, preparing for new CPU features expected in the next-generation EPYC "Venice" processors. These patches suggest enhancements in memory management and security, indicating a focus o...
The Manta XFinity RGB DDR5-6400 ranks among the fastest 128GB memory kits available today. But does it truly live up to the hype?
Elon Musk's claim of a 1 GW capacity for xAI's Colossus 2 supercomputer has been challenged. Satellite analysis suggests the site's cooling capacity indicates a significantly lower power, around 350 megawatts.
Donald Trump promised to expedite permits for nuclear-powered data centers. Jensen Huang, CEO of Nvidia, presented his vision of AI at Davos.
PyTorch 2.10 is out today as the latest feature update to this widely-used deep learning library. The new PyTorch release continues improving support for Intel GPUs as well as for the AMD ROCm compute stack along with still driving more enhancements ...
Nvidia CEO Jensen Huang confirmed that his company has overtaken Apple as TSMC's biggest customer, becoming its top client after more than 20 years. This shift underscores Nvidia's growing prominence in the semiconductor industry.
A new study by Vanguard forecasts that artificial intelligence (AI) will significantly impact productivity, comparable to the personal computer. AI will augment human capabilities rather than completely replace them, leading to a transformation of wo...
Unimicron and Nan Ya anticipate increased profits for December 2025, driven by strong demand for PCBs (Printed Circuit Boards) fueled by the artificial intelligence sector. This increase underscores the crucial role of PCB manufacturers in the rapidl...
Berlin-based Cloover has secured $1.2 billion in debt and equity funding to develop an AI-powered operating system aimed at accelerating the energy transition. The funds will support expansion into new European markets and further development of its ...
Fortune Electric and Nan Ya are aiming to expand their presence in the US transformer market, capitalizing on the urgent need to upgrade the country's aging grid infrastructure. Demand, driven by large-scale AI computing, is outpacing domestic produc...
Nvidia aims to displace Apple as TSMC's priority customer. The competition to secure TSMC's manufacturing capabilities is intensifying, with significant implications for the future of hardware.
Taiwan is introducing tiered electricity rates for data centers in response to the growing energy consumption linked to artificial intelligence. The move aims to incentivize energy efficiency and better manage electricity demand, amid a potential ene...
Inventec has announced a doubling of its planned capital expenditure for 2026, bringing it to US$1 billion. The decision is driven by growing opportunities in the artificial intelligence (AI) server market. The company aims to strengthen its position...
The demand for AI servers is expected to significantly impact Taiwan's supply chain in 2025. The primary beneficiaries will be ODM/EMS manufacturers, cooling system specialists, and optical component suppliers. The growth of the AI server market cont...
CviLux is benefiting from the increasing demand for AI-powered servers. The transition to High Voltage Direct Current (HVDC) power systems in data centers is creating new opportunities in the connector market, with CviLux poised to capitalize on this...
The evolution of power architectures in AI servers is driving significant growth in the power connector industry. This development is fueled by the increasing demand for more efficient and higher-performing power solutions to support the energy needs...
Micron has announced the acquisition of a DRAM chip manufacturing campus from Powerchip Semiconductor Manufacturing Corporation (PSMC) in Taiwan for $1.8 billion. This acquisition will allow Micron to quickly increase its DRAM manufacturing capacity....
A small team is offering free compute credits for its GPU platform, in exchange for usage feedback. Available GPUs include RTX 5090 and Pro 6000, suitable for LLM inference, fine-tuning, or other machine learning workloads.
Tesla is accelerating its efforts in AI chip development. This move comes at a crucial time as the company faces significant challenges related to the safety and software of its vehicles. The goal is to improve self-driving capabilities and other adv...
Taiwanese giant TSMC anticipates strong expansion of its 2nm production starting in 2026, backed by substantial investments and the expansion of its manufacturing capabilities in both Taiwan and the United States. This strategic move aims to solidify...
