AI demand powers foundries through the slow season. According to Central News Agency, the first quarter is traditionally a slow season for foundries, but this year is benefiting from strong AI demand alongside a recovery in panel driver IC orders. As a result, foundries including TSMC are expected t...

As NVIDIA prepares to debut Vera Rubin, its next-generation AI accelerator, at GTC 2026 in mid-March, the race for HBM4 supremacy between Samsung and SK hynix is drawing intense market attention. According to Yonhap News and Hankyung, Samsung is poised to become the world’s first company to mass-p...

Chinese researchers announced a major breakthrough on January 29 in a paper published in Nature, unveiling a fully flexible artificial intelligence chip that provides critical hardware support for applications such as wearable health monitoring devices and flexible robotics. As artificial intelli...

On February 3, Innoscience released an official announcement regarding a major business breakthrough with Google. The company’s Gallium Nitride (GaN) products have successfully completed critical design-ins for Google’s relevant AI hardware platforms, and a formal compliance supply agreement ...

Memory is not the only asset in short supply. Reuters reports that both Intel and AMD have warned Chinese customers of tightening server CPU supplies, with the crunch pushing average prices for Intel’s server processors in China up by more than 10%, though increases vary by contract. According ...