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Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence demand shifts leverage toward chipmakers, according to Morgan Stanley....

Marvell Technology has agreed to acquire XConn Technologies to strengthen its position in PCIe, CXL, and UALink switching for AI data center infrastructure, as demand grows for scale-up connectivity in multi-rack accelerator systems....

When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate. The move effectively ignited a new competitive cycle in sixth-generation high-bandwidth memory (HBM4), as suppliers race to lock in design wins for Nvidia's post-Blackwell platforms....

Singapore-based gaming hardware brand Razer has announced a strategic transformation into an artificial intelligence (AI) company, revealing a range of AI-focused products and significant investment plans during CES 2026. Partnering with Canadian AI chip startup Tenstorrent, Razer introduced its first compact AI accelerator device based on Tenstorrent's Wormhole n150 chip, marking the company's entry into edge AI and generative AI markets....

China's leading server maker, xFusion Digital Technologies, has taken its first formal step toward an IPO. The company began regulatory tutoring on January 6, 2026, according to the China Securities Regulatory Commission, with Citic Securities acting as sponsor....

Lenovo introduced its most groundbreaking hybrid AI innovations yet at CES 2026, held January 7, 2026, at Sphere in Las Vegas, unveiling a new personal AI super assistant, AI PCs, smartphones, and multiple proof-of-concept devices. These include native-assistant wearables, next-generation enterprise AI infrastructure, and pioneering cross-industry collaborations with entertainment and sports sectors....

At CES 2026, Nvidia and AMD placed physical AI and on-device intelligence at the core of their keynote speeches. Taiwan's technology ecosystem is set to play an important role in shaping next-generation AI architectures. Key areas include edge computing, AI PCs, robotics, storage, and AR wearables. Nvidia CEO Jensen Huang and AMD CEO Lisa Su both discussed physical AI concepts, focusing on humanoid robots and real-world AI systems....

CES 2026 has kicked off amid severe DRAM supply constraints that are driving up PC end-user costs. Phison is promoting its exclusive aiDAPTIV solution, combined with integrated GPU (iGPU) technology to power new AI PCs. Due to cost and supply limitations in PC applications, end users may have to downgrade DRAM specifications. Phison's AI solid-state drive (SSD) solution compensates for performance loss, effectively upgrading systems into AI-capable PCs. At least five PC brands have reportedly partnered with Phison, which plans "strategic supply" support to meet their storage demands....

Driven by the dual engines of HBM and general-purpose memory, the memory industry revenue will challenge US$300 billion in 2026....

Looking ahead to 2026, PCB industry leader Zhen Ding Tech. (ZDT) said demand remains solid across high-end applications such as AI servers, optical communications, and IC substrates, with related revenue contributions expected to scale quarter by quarter....

Intel unveiled its new Intel Core Ultra series 3 processors, codenamed Panther Lake, at CES 2026. These are the first AI PC platforms built on Intel's 18A process technology and designed and manufactured in the US. Intel announced that over 200 new devices from global partners will launch based on this widely adopted AI PC platform with a comprehensive worldwide supply....

At CES 2026, Nvidia CEO Jensen Huang delivered a keynote that many in the industry described as setting the direction for the next decade. It was not merely another unveiling of chips and platforms. Instead, it marked what Nvidia cast as a turning point for autonomous driving: a shift away from rule-based engineering toward systems centered on intelligence, reasoning, and judgment....

At CES 2026 in Las Vegas, Nvidia formally introduced its next-generation autonomous driving AI platform, Alpamayo, a move that industry observers say marks the transition of self-driving technology from perception-driven systems to reasoning-oriented intelligence. The launch not only signals a new era for autonomous vehicles but also sets the stage for renewed competition between global automakers and Chinese manufacturers in the rapidly evolving smart-driving sector....

After departing, Yann LeCun has offered an unusually candid account of why he left Meta, pointing to a research culture he says tilted too heavily toward large language models (LLMs) and away from foundational science....

At CES 2026, MediaTek unveiled its next-generation Wi-Fi 8 chipset platform, the Filogic 8000 series, moving ahead of rivals by declaring its position early in the next wireless standards race....

Mobileye Global said on Tuesday that it would acquire the Israeli humanoid robotics start-up Mentee Robotics in a cash-and-stock deal valued at about US$900 million, a bold move that signals the self-driving car technology company's push into what it sees as the next frontier of artificial intelligence....

AMD CEO Lisa Su stated at CES 2026 that the industry has officially entered the "YottaScale" era, marking a shift toward new performance benchmarks. In an interview with CNBC, Su also explained that AI has not slowed the company's hiring pace, that AMD is actively recruiting and prioritizing candidates who are "AI forward."...

On the eve of CES 2026, Nvidia CEO Jensen Huang unveiled the company's Alpamayo series of open AI models, simulation tools, and datasets, signaling what he called a new era in autonomous vehicle development....

Jerry Tworek, a vice president of research at OpenAI and a key figure in the company's work on AI reasoning models, is leaving the company after nearly seven years. Tworek announced his departure in a memo to colleagues and a subsequent post on X, saying he plans to pursue research directions that are difficult to explore within OpenAI. His exit follows other senior departures at the company, as OpenAI continues to expand its commercial operations and product roadmap....

Benefiting from strong demand for artificial intelligence (AI) smartphones and AI servers, IC testing giant Sigurd Microelectronics announced that its December 2025 revenue surpassed NT$1.8 billion (approx. US$57.21 million). The figure not only marked a record high for a single month, but also propelled the company's fourth-quarter 2025 and full-year revenues to new all-time highs....