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2026-05-11

[Insights] What to Watch at COMPUTEX: Intel Gaming Handheld Chip, NVIDIA First Consumer PC SoC in Focus

With less than a month remaining until COMPUTEX, the PC industry’s biggest annual event, expectations for this year’s show appear more subdued than usual. According to Zhu Shi’s column on TechNews, the PC market has been hit by soaring memory prices this year, leading to a noticeable decline i...

2026-05-11

[News] ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant

The rise of agentic AI is fueling fresh debate over the future GPU-to-CPU balance in AI systems, with Arm CEO Rene Haas now weighing in on the discussion. According to a transcript published by Investing.com, Haas said that while CPUs may not outnumber GPUs on a chip basis, they could from a core-co...

2026-05-09

[News] Innoscience Claims ITC Ruling Victory, Confirms No Infringement for Current GaN Devices, U.S. Shipments Uninterrupted

In terms of the patent dispute with German chipmaker Infineon, Innoscience, in a May 8 press release, announced that the U.S. International Trade Commission (“ITC”) issued a Final Determination in Investigation No. 337‑TA‑1414 confirming that Innoscience’s current gallium nitride (“GaN...

2026-05-08

[News] TSMC, Sony to Form JV for Image Sensors, Including New Production Lines for AI and Automotive Use

As TSMC has decided to upgrade its 2nd Kumamoto fab to 3nm, the foundry giant is also exploring to secure more opportunities for its mature nodes in Japan. According to its press release on May 8, Sony and TSMC announced the signing of a non-binding memorandum of understanding (MOU) to establish a s...

2026-05-08

[News] Baidu Chip Unit Kunlunxin Reportedly Launches STAR Market IPO Process; HK Listing Valuation Seen Near HK$100B

Baidu’s Kunlunxin, which confidentially filed for a main board listing on the Hong Kong Stock Exchange in January 2026, is reportedly advancing its capital market plans further. According to EE Times China, Kunlunxin launched its STAR Market listing guidance process on May 7, 2026, marking the rol...

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