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2026-06-01

[News] Vera Rubin Buildout: NVIDIA Reportedly Pushes TSMC Above 20% Revenue Share, Power, Cooling Suppliers Benefit

As NVIDIA’s GTC Taipei is set to kick off soon, market attention is turning to the rollout of its next-generation AI platform Vera Rubin, which is expected to enter mass production and begin shipments in the second half of the year, as highlighted by Commercial Times. Earlier, Liberty Times rep...

2026-06-01

[News] COMPUTEX 2026 Preview: From Intel Budget AI CPUs to CPO Momentum Fueled by NVIDIA Vera Rubin

COMPUTEX is set to take place from June 2 to June 5. The event will bring together CEOs from companies, including Qualcomm and Intel, along with senior executives from nearly 30 firms, as noted by Central News Agency. The lineup spans the full AI ecosystem and represents more than US$10 trillion in...

2026-06-01

[News] UNISOC and SmartSens Announce Strategic Push into Micro LED Optical Interconnects

On May 26, SmartSens Technology and UNISOC announced a strategic partnership to jointly advance high-speed Micro LED optical interconnect technology. The collaboration will focus on optical interconnect chip design and system-level solutions, targeting short-reach, high-speed connectivity for AI com...

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...

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