As global CSPs accelerate efforts to reduce reliance on NVIDIA through custom silicon, ASICs are gaining momentum across the industry, supporting growth prospects for partners such as Alchip. According to Commercial Times, during Alchip’s earnings call on the 26th, Chairman Johnny Shen said that ...

Please note that this article cites information from Commercial Times, Economic Daily News , Liberty Times, and MoneyDJ. NVIDIA outlined its AI roadmap at GTC 2026, doubling its 2025–2027 revenue target for the Blackwell and Rubin chips to $1 trillion, but the rise of ASICs may intensify compet...

In the wake of the U.S.–Israeli military campaign against Iran, technology companies operating in the Middle East are tightening security protocols, with some temporarily shutting offices and modifying regional operations. According to CNBC, NVIDIA temporarily closed its Dubai office, with employe...

As per media reports on December 18, Amazon has announced a restructuring of its artificial intelligence (AI)–related project teams and the creation of a new business unit to be led by a senior executive from its cloud computing arm. In an internal memo to employees on Wednesday, Amazon CEO And...

According to Nikkei, major U.S. tech companies are reportedly accelerating efforts to lessen their dependence on China. Sources indicate that Microsoft aims to produce most of its upcoming products outside the country as early as next year, while Amazon Web Services is extending its supply chain div...