As NVIDIA is gradually ramping up AI servers based on the B200 and GB200 platforms, paving the way for its next-gen GB300 AI server product line, the U.S. AI giant is reportedly making another move discreetly. According to a report from Commercial Times, NVIDIA is planning to set up an ASIC (Applica...

According to a report by the Economic Daily News, TSMC has made significant progress in its silicon photonics strategy. The company recently achieved the integration of co-packaged optics (CPO) with advanced semiconductor packaging technologies, with sample deliveries expected to commence in early 2...

As Trump threatens to impose new tariffs on countries like Mexico, Canada and China, the storm is gradually impacting upstream players in the semiconductor industry. According to Commercial Times, Taiwan’s electronic manufacturing services (EMS) industry begins to feel headwinds, as ASIC companies...

TSMC's angstrom-level A16 process is creating a buzz even before mass production. According to a report from the Economic Daily News, not only has major client Apple already booked the capacity for TSMC's A16, OpenAI has also joined in to secure TSMC's A16 capacity due to its long-term need for s...

While NVIDIA is likely to face accusations from the French antitrust regulators, the Non-NVIDIA Alliance like the UALink (Ultra Accelerator Link) Alliance and the UXL Foundation are reportedly launching a counterattack, significantly increasing their efforts in developing specialized ASICs. Accor...