Subject


Nvidia


2026-05-11

[News] Intel CEO Lip-Bu Tan Hints at Exciting New Products With NVIDIA as Foundry Collaboration Rumors Grow

At Carnegie Mellon University’s honorary doctorate ceremony, Lip-Bu Tan personally congratulated Jensen Huang on receiving an honorary doctorate in science and technology, drawing fresh industry attention to the growing ties between Intel and NVIDIA. According to Wccftech, Tan not only praised Hua...

2026-05-11

[Insights] What to Watch at COMPUTEX: Intel Gaming Handheld Chip, NVIDIA First Consumer PC SoC in Focus

With less than a month remaining until COMPUTEX, the PC industry’s biggest annual event, expectations for this year’s show appear more subdued than usual. According to Zhu Shi’s column on TechNews, the PC market has been hit by soaring memory prices this year, leading to a noticeable decline i...

2026-05-06

[News] CCL Market Tightens as Korea Import Prices Reportedly Rise 74.5% YoY; Suppliers Expand on AI Demand

AI-driven demand is surging across the supply chain, with copper clad laminates (CCL) also coming under significant strain. According to Hankyung, citing sources, a Seoul-based PCB maker placed advance orders worth KRW 10 billion with Taiwan’s EMC and TUC—more than five times its typical monthly...

2026-05-06

[News] Google TPU Push Reportedly Meets Cautious Early Adoption from AI Infrastructure Providers

While Google has signaled a strategic shift to offer its Tensor Processing Units (TPUs) to select external customers—moving beyond its legacy internal-only model—market reception among leading AI infrastructure providers remains cautious. Citing The Information, the Chosun Daily reports that spe...

2026-04-17

[News] NVIDIA H100 Rentals in China Reportedly Up 20%–30% as Token Demand Surges, H-Series Also Rises

As AI-driven compute demand surges, supply tightness is no longer limited to GPUs or foundry capacity. According to Chinese media outlet Calian Press, token economics is emerging as a key industry theme, with sources noting that NVIDIA H100 rental prices have climbed roughly 20%–30% since October ...

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