NVIDIA is expanding its AI server platform strategy beyond GPUs to CPUs, with its next-generation Rosa CPU emerging as a key focus. According to Commercial Times, Rosa may use TSMC's 2nm-class process and could even adopt the company's A16 process featuring back-side power delivery. As noted by ICSm...

The race for advanced nodes among foundries is shifting beyond a battle over technology timelines, with emerging challengers also competing on pricing. According to Nikkei, Rapidus, which is targeting 2nm mass production in 2027, plans to price its foundry services at levels comparable to or lower t...

As Chinese AI developers accelerate in-house AI chip development to cope with supply shortages, Beijing appears poised to finally approve NVIDIA's long-delayed H200 imports. Reuters, citing The Information, reported that the government is set to allow leading AI companies—including Alibaba, ByteDa...

On July 3, BOE disclosed its latest investor relations update, outlining recent progress in optical interconnects, glass core substrates, perovskites, as well as its LCD and OLED businesses. Optical interconnect is one of BOE's key strategic focus sector. The company said it plans to give full pl...

Leading semiconductor research institute imec has unveiled its latest process roadmap, signaling a major shift in the evolution of advanced chips. According to TechNews, citing Tom's Hardware, the roadmap suggests that traditional transistor scaling will no longer be the sole driver of chip density ...