Subject


Nvidia


2026-05-25

[Insights] As COMPUTEX Nears, Has x86 Already Won the PC Battle Against Arm?

With COMPUTEX approaching, it also marks nearly two years since Windows on Arm (WoA), which once entered the market amid expectations tied to Copilot+ PCs. According to Zhu Shi’s column on TechNews, although software support for Windows on Arm has not performed too poorly over the past two years, ...

2026-05-21

[News] NVIDIA Earnings Spotlight: $20B CPU Sales Target in 2026, China Concession to Huawei, and Reporting Overhaul

While NVIDIA posted another record quarter for the three months ended late April with revenue of $81.6 billion, the company forecast further growth to $91 billion for the current quarter, above analyst expectations. However, beyond the headline numbers, the earnings call has pointed to a broader ...

2026-05-18

[News] TSMC Targets 2H26 COUPE on Substrate; NVIDIA Could Eye Long-Term Substrate Deals Amid CPO Push

As demand for high-speed transmission in AI data centers surges, TSMC is further advancing its co-packaged optics (CPO) roadmap. According to Commercial Times, TSMC recently disclosed that its “COUPE on Substrate” solution is expected to enter mass production in the second half of 2026. By exten...

2026-05-14

[News] U.S. Reportedly Approves NVIDIA H200 Sales to 10 Chinese Firms Including Alibaba, ByteDance, but Deals Stall

As global AI competition intensifies, U.S. export controls on advanced AI chips remain under close scrutiny. According to Reuters, sources say the U.S. has approved around 10 Chinese companies to purchase NVIDIA’s second-most powerful AI chip, the H200, though no shipments have reportedly been del...

2026-05-14

[News] Foxconn to Boost 2026 Capex by 30%; CPO Switches Reportedly Set for Q3 Mass Production

Foxconn, a key server supplier to NVIDIA and major assembler for Apple, reported a strong first quarter, posting net profit of NT$49.919 billion and record sales of NT$2.12 trillion, with EPS rising 17% year on year to NT$3.56 and gross margin improving to 6.18%, according to its press release. C...

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