2555 articles
2026-05-21
www.cnbc.com
2026-05-21
CNBC
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2026-05-21
www.theregister.com
2026-05-21
The Register
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2026-05-21
www.bloomberg.com
2026-05-21
Bloomberg
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2026-05-21
www.startuphub.ai
2026-05-21
StartupHub.ai
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2026-05-21
digitimes.com
2026-05-21
Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend pac
2026-05-21
digitimes.com
2026-05-21
Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of uncertainty for DRAM and NAND Flash prices.
2026-05-21
eetimes.com
2026-05-21
Pablo Valerio
Gartner defines autonomous business systems, with 8 in 10 executives expecting them to become the primary business model by 2030.
2026-05-21
digitimes.com
2026-05-21
Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will soon move to mass production — backed by aggressive investment. Yet compared with TSMC, which has already achieved breakthroughs in co-packaged optics (CPO) through Taiwan's well-established supply chain ecosystem, Samsu
2026-05-21
digitimes.com
2026-05-21
China's semiconductor self-sufficiency drive has taken another step forward, with SMIC and Hua Hong Group jointly establishing Shanghai Electronic Materials International Supply Chain, in what market observers view as more than a conventional materials procurement platform.
2026-05-21
www.bloomberg.com
2026-05-21
Bloomberg.com
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2026-05-21
digitimes.com
2026-05-21
China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.
2026-05-21
digitimes.com
2026-05-21
LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean supplier's revenue visibility and reducing profit volatility, according to reports.Hankyungand Yonhap, citing a KB Securities report, said the proposed contracts include large upfront payments, binding multi-year sup
2026-05-21
digitimes.com
2026-05-21
Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country despite recent US export license approvals.
2026-05-21
tomshardware.com
2026-05-21
Jake Roach
They’ll show up in Ryzen AI Halo boxes “soon,” and pre-orders for Ryzen AI Halo with Strix Halo open in June, starting at $3,999.
2026-05-21
digitimes.com
2026-05-21
Tokyo Electron's Taiwan unit said on May 21 that it respected judicial proceedings and would not appeal following a ruling in a trade secrets case involving TSMC. The decision came after the Taiwan Intellectual Property and Commercial Court on April 27 convicted a former Tokyo Electron engineer for taking confidential TSMC materials and sentenced the individual to 10 years in prison, according to
2026-05-21
digitimes.com
2026-05-21
As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world deployment, and Foxconn Industrial Internet (FII) is quietly building a strong market position by leveraging its existing strengths in CPO all-optical switches as well as AI servers.
2026-05-21
digitimes.com
2026-05-21
India's first semiconductor mission brought fabs, OSAT units, and chip projects into the policy pipeline. Its second phase is being shaped around a harder question: whether India can fix the weak links that determine if those projects become a sustainable semiconductor ecosystem.
2026-05-21
digitimes.com
2026-05-21
During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology transformations, concerns over capital expenditure bubbles among global cloud giants, changes in application-specific integrated circuits (ASICs) and chip architectures, and TSMC's global expansion strategy.
2026-05-21
digitimes.com
2026-05-21
With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what industry observers estimated could have triggered supply-chain disruptions worth more than KRW100 trillion (approx. US$66.8 billion).
2026-05-21
digitimes.com
2026-05-21
Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.