NVIDIA is expanding its open AI infrastructure strategy, with a new optical connectivity initiative alongside Cisco and more ...

Microsoft and Intel unveiled their latest in-house AI accelerators on Monday, stepping up their challenge to NVIDIA with ...

As AI workloads drive growing demand for both memory bandwidth and capacity, memory makers are expanding their portfolios to include a wider range of ...

Following its September announcements of mass production for its fifth-generation DRAM platform (G5) and LPDDR6, Chinese ...

With ASML set to report its latest earnings on October 14, the semiconductor equipment industry is seeing stronger demand and ...

As AI packages expand to accommodate more compute and memory, managing heat is becoming increasingly important for ...

On September 21, United Nova Technology Co., Ltd. (UNT) announced that it has completed a cumulative paid-in capital ...

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

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

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 ...

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

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