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DIGITIMES reported China photonics chipmaker Lightelligence listed in Hong Kong and highlighted CPO commercialization as a focal point
DIGITIMES reported Samsung posted record chip profits and framed results as confirming an AI memory supercycle
DIGITIMES summarized Alphabet's 1Q26 earnings call, framing the AI boom as hitting a capacity ceiling
Tom's Hardware reported TSMC's SoIC 3D stacking roadmap targets pitch scaling from 6µm today to 4.5µm in 2029; Fujitsu's Monaka CPU was cited as a beneficiary…
Tom's Hardware reported Meta's multi‑billion Graviton deal is highlighting CPU shortages as agentic inference demand rises
Tom's Hardware reported OpenAI is prioritizing leased compute and more flexible capacity deals over building first‑party Stargate data centers; Stargate was…
Tom's Hardware cited analyst reporting that reduced yield variability across wafers is increasing sellable CPU output per wafer and boosting revenue per wafer…
DIGITIMES reported LG Electronics and Nvidia will explore an AI partnership spanning robotics, data centers, and mobility
DIGITIMES reported ASE raised 2026 capex to a record US$8.5B on strong advanced packaging demand
TechCrunch reported Anthropic may raise a new US$50B round at a reported US$900B valuation
TechCrunch reported SoftBank is forming a robotics company focused on building data centers and is already considering a US$100B IPO
TechCrunch reported Meta continues to spend heavily on AR/VR with ongoing losses in the segment
TechCrunch reported Google Cloud revenue surpassed US$20B and management said growth was capacity-constrained
TechCrunch reported Satya Nadella signaled Microsoft intends to aggressively monetize and leverage the updated OpenAI partnership terms
The Verge reported ChatGPT download growth is slowing and framed the trend as a potential risk for OpenAI's IPO narrative
DIGITIMES reported China's GPU IPO wave is being tested by AI cluster stability and deployment maturity
DIGITIMES reported the U.S. escalated controls targeting Hua Hong's 7nm ambitions ahead of a Trump-Xi summit context
DIGITIMES reported BYD posted a steep profit drop despite continued global expansion
DIGITIMES reported TSMC exited an Arm investment position via a US$231M sale
DIGITIMES reported UMC profit doubled and highlighted an Intel-backed U.S. manufacturing option for customers
Nvidia announced the Nemotron 3 Nano Omni multimodal model, positioned as enabling up to 9x more efficient AI agents
DIGITIMES reported Amkor delivered strong 1Q26 results and expects advanced packaging revenue to triple year over year; Coverage referenced Arizona-related…
DIGITIMES reported CATL and HyperStrong signed a record sodium-ion battery deal for energy storage as the market scales
Anthropic launched 'Claude for Creative Work' with workflows and features targeted at creative professionals
DIGITIMES reported Wuhan unveiled a US$38B investment plan with YMTC and XMC leading memory expansion initiatives
DIGITIMES reported Cadence posted a strong start to 2026 with AI-driven growth across EDA and IP portfolios
DIGITIMES reported China's block of the Meta-Manus deal signals a tougher stance and that unwinding could create complex fallout
DIGITIMES reported AI-driven demand and record backlog supported Cadence's strong start to 2026
DIGITIMES reported Nvidia said GPU allocation is first-come, first-served rather than highest-bidder as demand remains tight
DIGITIMES reported Samsung is fast-tracking Pyeongtaek fab readiness to scale its HBM4 advantage for AI memory demand
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