75 articles
2026-05-22
digitimes.com
2026-05-22
AMD said it plans to invest more than US$10 billion in Taiwan's technology ecosystem to accelerate AI infrastructure development, while also revealing a new strategic direction centered on anelevated fanout bridge(EFB)packaging ecosystem.
2026-05-22
digitimes.com
2026-05-22
AMD CEO Lisa Su arrived in Taiwan on May 20, 2026, on a private jet and largely followed the same itinerary as her April 2025 visit, including a meeting with TSMC, a technology forum and dinner with Taiwan supply chain partners, and an about one-hour summit forum. This time, AMD also made the rare announcement that it will invest more than US$10 billion in Taiwan's industrial ecosystem to accelera
2026-05-22
digitimes.com
2026-05-22
Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two companies as cloud providers race to reduce dependence on Nvidia hardware and secure a stronger position in the AI infrastructure market.
2026-05-22
www.forbes.com
2026-05-22
Forbes
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2026-05-22
www.ciodive.com
2026-05-22
CIO Dive
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2026-05-22
www.indexbox.io
2026-05-22
IndexBox
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2026-05-22
www.tradingview.com
2026-05-22
TradingView
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2026-05-22
eetimes.com
2026-05-22
AMD to invest more than $10 billion in Taiwan ecosystem, ramping HPC chips on TSMC’s 2-nm process amid AI buildout.
2026-05-21
www.investing.com
2026-05-21
Investing.com
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2026-05-21
simplywall.st
2026-05-21
simplywall.st
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2026-05-21
www.quiverquant.com
2026-05-21
Quiver Quantitative
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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
finance.yahoo.com
2026-05-21
Yahoo Finance
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2026-05-20
www.bnamericas.com
2026-05-20
BNamericas
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2026-05-20
digitimes.com
2026-05-20
Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group accelerates its push into full-stack AI infrastructure for the agentic AI era.
2026-05-20
www.msn.com
2026-05-20
MSN
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2026-05-20
www.cnbc.com
2026-05-20
CNBC
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2026-05-19
seekingalpha.com
2026-05-19
Seeking Alpha
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2026-05-19
digitimes.com
2026-05-19
Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure market, according to reports from Bloomberg, Reuters, and The Wall Street Journal.
2026-05-18
digitimes.com
2026-05-18
Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments, with implications for global AI infrastructure supply chains as customers secure orders into 2026 and manufacturers race to rapidly boost high-performance ceramic powder production.