As inference AI fuels a fresh wave of CPU demand, chip giant AMD posted a 57% YoY jump in first-quarter data center revenue—covering both server CPUs and AI accelerators—to US$5.8 billion. Notably, according to Reuters, CEO Lisa Su now sees the server CPU addressable market expanding at more tha...

AI-driven demand is surging across the supply chain, with copper clad laminates (CCL) also coming under significant strain. According to Hankyung, citing sources, a Seoul-based PCB maker placed advance orders worth KRW 10 billion with Taiwan’s EMC and TUC—more than five times its typical monthly...

While Google has signaled a strategic shift to offer its Tensor Processing Units (TPUs) to select external customers—moving beyond its legacy internal-only model—market reception among leading AI infrastructure providers remains cautious. Citing The Information, the Chosun Daily reports that spe...

Japan’s semiconductor materials supplier JSR is reportedly planning to build a photoresist plant in Taiwan to supply TSMC. According to Nikkei, the company intends to establish its first semiconductor materials production facility in Taiwan. JSR, which already operates R&D and sales bases in T...

As Intel’s EMIB (Embedded Multi-die Interconnect Bridge) advanced packaging gains traction and draws strong market attention, the company is reportedly accelerating capacity expansion globally. An Investor.com report suggests Team Blue is advancing EMIB capacity expansion in parallel, with its Ore...