NVIDIA’s NVHBM, announced in August, could mark a turning point for custom HBM. By moving the memory controller into the HBM ...

AI companies and their infrastructure partners are increasingly turning to debt financing to fund massive chip purchases as they expand AI capacity.

Rising memory prices and tight supply are driving record results for Taiwan’s two major memory makers. According to ...

Ahead of TSMC’s October 15 earnings call, expectations are building as Elon Musk’s confirmation of talks over a potential ...

As Toshiba moves to double HDD capacity by fiscal 2027 to capture booming AI data-center demand, it could be making another ...

The memory boom shows no signs of slowing, with Samsung Electronics reporting a sharp earnings surge in its preliminary third ...

美光科技2026財年業績創歷史新高，主要得益於強勁的記憶體價格和人工智慧驅動的資料中心需求激增。根據Investing.com報道，該公司第四財季營收達542億美元，季增31%，年增379%。全年營收達1,332億美元，年增256%。這項業績也標誌著 ...

China has reportedly built up a sizable stockpile of advanced DUV lithography equipment despite tightening export controls, ...

騰訊正轉向海外雲端基礎設施，以確保獲得中國境內無法取得的先進人工智慧運算能力。根據路透社引述《金融時報》報道，騰訊已與美國雲端服務供應商甲骨文簽署了迄今規模最大的海外租賃協議，獲得了約10萬顆先進人工智慧晶片的使用權。這項為期五年的協議涵蓋甲骨文在東 ...

AMD Chair and CEO Lisa Su made a brief visit to Taiwan as the company moves to expand supply for its growing AI business.

TrendForce's latest notebook industry research reveals that the primary risk facing the market in 2027 is expected to shift from supply constraints to the impact of rising costs on demand. Global ...

Anthropic’s IPO filing sheds new light on the AI developer’s growing reliance on a small group of technology partners.