As ultra-fast, high-volume data exchange becomes essential in the AI era, optical communication is becoming a key driver for upgrading data centers and AI infrastructure. According to Commercial Times, the rise of CPO (Co-Packaged Optics) switches is fueling demand for SerDes technology, which conve...

According to Chinese media outlet Mydrivers, sources indicate that NVIDIA may implement a price cut for its RTX 50 series graphics cards in China later this month. Citing information from BoardChannels, the report notes that the potential reduction is driven by weak sales performance of the RTX 50 s...

Following its 2025 capex hike, Meta isn’t slowing down. According to the Economic Daily News, the cloud giant will deploy a new wave of custom ASIC-based AI servers next year—code-named Santa Barbara—with up to 6,000 racks planned, while Taiwanese server maker Quanta has reportedly secured the...

When NVIDIA released its supplier list last week for the 800 VDC power architecture powering AI data centers, GaN power chipmaker Innoscience stood out as the only Chinese supplier, capturing widespread public attention, as per the Economic Daily News and The Business Times. Innoscience confirmed...

Significant personnel changes are underway at Intel as the company shifts direction under CEO Lip-Bu Tan. According to The Wall Street Journal, Gang Duan, a longtime Intel expert in chip packaging, has left the U.S. firm to join Samsung’s components division. The report highlights Duan’s key con...