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08.05.26 - 11:06
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TSMC revenue rise highlights Asia′s grip on AI chip supply (Digitimes)
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TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker as investors focus on AI-related demand and capacity constraints across the semiconductor supply chain....
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08.05.26 - 11:06
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US president considers inviting Nvidia and other CEOs to China trade talks (Digitimes)
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CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the trade negotiations, the US leader has also sought to frame the summit as a type of high-level trade delegation, although the White House is reportedly considering inviting only a small number of executives....
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08.05.26 - 10:06
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Inside Nvidia′s high-stakes bet on next-generation AI cooling (Digitimes)
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One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture of Nvidia's next-generation Vera Rubin platform, a shift that has already triggered sharp swings among related suppliers in Taiwan's equity market....
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08.05.26 - 10:06
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TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead (Digitimes)
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TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to widen its lead over rivals in the AI semiconductor race. Industry sources said TSMC has imposed strict confidentiality controls across the CoPoS supply chain, requiring Taiwan-based equipment and materials partners to sign agreements that prevent technology leakage and limit supply to TSMC for several years after mass production begins....
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08.05.26 - 09:06
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2D NAND shortage spirals after Samsung, Micron, and rivals exit market (Digitimes)
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Major international NAND manufacturers are gradually exiting the mature-process 2D NAND market, triggering panic buying and a sharp spike in prices. Industry sources suggest the supply shortage may be difficult to resolve. While vendors are seeking alternative solutions, product specifications are expected to become increasingly polarized as scarcity persists....
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08.05.26 - 09:06
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Surging AI demand tightens supply of key PCB material (Digitimes)
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Demand for high-performance printed circuit boards (PCBs) used in advanced semiconductors has surged in recent months, tightening supply across the copper clad laminate (CCL) industry and extending lead times more than twofold, according to industry sources....
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08.05.26 - 09:06
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Samsung chiefs address pay talks as strike deadline nears (Digitimes)
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Samsung Electronics Vice Chairman and Device Solutions (DS) head Jun Young-Hyun, along with Device eXperience (DX) head Roh Tae-moon, issued a joint statement to all employees on the progress of wage negotiations on May 7, marking their first public remarks on the talks. The move comes as Samsung tries to defuse labor tensions ahead of a union strike deadline....
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08.05.26 - 06:42
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Compal partners with Verda to supply liquid-cooled GPU servers for sovereign AI deployments (Digitimes)
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Compal formed a strategic partnership with European AI cloud provider Verda to accelerate deployment of next-generation AI infrastructure across Europe and the Asia-Pacific region, the companies announced. The collaboration, revealed in early May, will see Compal supply GPU server systems and high-density, liquid-cooled AI platforms tailored for large-context model training and high-concurrency inference workloads....
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