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2026-06-01

[News] Japan–U.S. NAND Alliance Steps Up Investment as Kioxia–SanDisk Capex Reportedly Rises 40% YoY

As South Korea’s memory giants shift focus toward 1c DRAM capacity expansion amid surging demand, Global Economic, citing German tech outlet ComputerBase, reports that the Kioxia–SanDisk alliance is moving fast to reassert its position in the NAND market, capitalizing on an investment gap as Sam...

2026-05-29

[News] From 800 VDC to GPU Core: Innoscience All-GaN Technology Provides Key Solutions to High-Density AI Power Delivery for the NVIDIA MGX Ecosystem

AI reasoning, agentic workflows, and accelerated computing are transforming data centers into next-generation AI factories. As AI workloads scale from single servers to rack-scale systems and full data-center deployments, power delivery has become a critical enabler of system performance, efficiency...

2026-05-29

[News] TSMC Says Energy Efficiency Is Emerging as a Higher Priority Than Computing Power in AI Chip Design

Surging AI-driven electricity demand is making energy efficiency, rather than computing performance, the defining constraint on future chip development. According to Reuters, TSMC Senior Vice President of Business Development Kevin Zhang said at a conference in Amsterdam on May 28 that customers, fr...

2026-05-29

[News] MediaTek CEO Reaffirms TSMC as Key Long-Term Partner amid Samsung’s Reported Push for Foundry Orders

Market chatter has been circulating that Samsung Electronics Chairman Jay Y. Lee made a discreet visit to Taiwan last week, reportedly aiming to secure foundry orders for IC design major MediaTek from TSMC. However, at MediaTek’s shareholder meeting on May 29, TechNews and Liberty Times, citing CE...

2026-05-29

[News] NVIDIA Jensen Huang Calls Huawei’s Tau Scaling Law a Breakthrough, But Sees No Challenge to TSMC

Huawei's Tau (τ) Scaling Law is attracting growing industry attention as the company pursues a different path toward advancing chip performance. According to TechNews, NVIDIA CEO Jensen Huang commented on Huawei’s newly proposed semiconductor principle, the Tau (τ) Scaling Law, on May 28 during ...

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