98 articles
2026-05-21
simplywall.st 2026-05-21 simplywall.st
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2026-05-21
www.digitimes.com 2026-05-21 digitimes
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2026-05-21
worldbusinessoutlook.com 2026-05-21 World Business Outlook
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2026-05-21
www.moomoo.com 2026-05-21 Moomoo
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2026-05-21
news.futunn.com 2026-05-21 富途牛牛
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2026-05-21
newshub.medianet.com.au 2026-05-21 Medianet News Hub
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2026-05-21
aijourn.com 2026-05-21 The AI Journal
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2026-05-21
aijourn.com 2026-05-21 The AI Journal
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2026-05-21
letsdatascience.com 2026-05-21 Let's Data Science
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2026-05-21
www.streetinsider.com 2026-05-21 StreetInsider
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2026-05-21
news.google.com 2026-05-21 Business Wire
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2026-05-21
www.bastillepost.com 2026-05-21 巴士的報
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2026-05-21
www.eagletribune.com 2026-05-21 Eagle-Tribune
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2026-05-21
www.joplinglobe.com 2026-05-21 The Joplin Globe
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2026-05-21
basic-tutorials.com 2026-05-21 Basic Tutorials
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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
AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.
2026-05-21
digitimes.com 2026-05-21
Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density and design complexity across the data center supply chain. Taiwanese power semiconductor makers are moving into cooling and power-management MOS technologies, as well as higher-spec upgrades.
2026-05-21
digitimes.com 2026-05-21
Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.
2026-05-20
au.investing.com 2026-05-20 Investing.com Australia
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