Semiconductor News & Analysis Feed

The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co

By Park Ji-min Published 2026.05.31. 18:00 Updated 2026.05.31. 18:11 NVIDIA CEO Jensen Huang introduces the next-generation AI platform 'Vera Rubin' at NVIDIA's annual conference 'GTC 2026' in March. /AFP-Yonhap NVIDIA, which dominates the artificial intelligence (AI) semiconductor market, is now eyeing the PC semiconductor sector. Axios reported on the 30th (local time) that NVIDIA plans to unv