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2026-05-21

[News] NVIDIA Earnings Spotlight: $20B CPU Sales Target in 2026, China Concession to Huawei, and Reporting Overhaul

While NVIDIA posted another record quarter for the three months ended late April with revenue of $81.6 billion, the company forecast further growth to $91 billion for the current quarter, above analyst expectations. However, beyond the headline numbers, the earnings call has pointed to a broader ...

2026-05-21

[News] Researchers Develop Piezoelectric Hybrid Chip, Achieving 96.2% Power Conversion Efficiency for GPU

An engineering team at University of California San Diego has developed a new chip designed to improve the efficiency of power delivery to GPUs in data centers. As power consumption in data centers continues to surge, the researchers noted that how to efficiently convert high-voltage electricity int...

2026-05-21

[News] Alibaba T-Head Unveils Zhenwu M890 With 3× Performance; New AI Chips Planned for 3Q27/3Q28

As Chinese chipmakers accelerate efforts to develop domestic alternatives to NVIDIA, Alibaba’s T-Head has unveiled its latest AI chip roadmap. According to Mydrivers, at the 2026 Alibaba Cloud Summit, T-Head introduced the Zhenwu M890 AI chip for training and inference while also publicly disclosi...

2026-05-20

[Insights] Memory Spot Price Update: DDR5 Spots Strengthen on Branded Demand and Higher Bids, DDR4 Weakens

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, DDR5 spot market remained active, with notable inquiries for branded chips, while DDR4 activity stayed subdued. In the NAND flash segment, higher-than-expected 2Q26 contract settlements have provided support to spot...

2026-05-20

[News] ADATA Sees Samsung Strike Boosting Memory Prices; China Expansion Impact Seen No Earlier Than 2028

With Samsung Electronics set to begin its strike on May 21, the industry is closely monitoring potential impacts on global memory supply and pricing trends. ADATA Technology noted, citing TechNews, that while the strike may have limited direct impact on Samsung’s full-year output, it has already f...

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