Amid mounting capacity constraints and a widening shift among leading AI players to diversify their supply chains, Intel is emerging as a key beneficiary. Reuters and The Bull.com, citing The Information, report that Google has tapped Intel to manufacture more than 3 million TPUs in 2028, while NVID...

Following confirmation that the “big three” memory makers—Samsung Electronics, SK hynix, and Micron—have secured HBM4 supply approval for NVIDIA’s Vera Rubin, NVIDIA and SK hynix further deepened their collaboration. As highlighted by Global Economic News, SK hynix’s high-performance mem...

As next-gen HBM solutions has become a key focus at COMPUTEX amid surging AI demand, SK Group Chairman Chey Tae-won made a brief visit to the SK hynix booth on June 2 and spoke with the media. According to TechNews, Chey expects supply-demand tightness in the memory market to persist through 2030. ...

While most enterprises are still discussing whether they should adopt AI, some pioneers have already stepped onto factory floors and into real-world operations to tackle a far more practical question: how can AI truly become affordable, sustainable, and genuinely useful? Advantech and Spingence a...

The U.S. has moved to halt shipments of advanced AI chips to Chinese firms operating outside China. According to Reuters, the Department of Commerce’s Bureau of Industry and Security (BIS) on Sunday moved to close a loophole that may have allowed companies to export the world’s most advanced chi...