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Trending Companies
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Trending Technologies
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2026-08-05
Nvidia doesn't mess around: A week after open AI industry group formed, it's already showing progress - TechCrunch
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techcrunch.com 2026-08-05
2026-07-13
Micron New Investment Could Be an Early Warning for the AI Industry - Yahoo Finance
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news.google.com 2026-07-13
2026-07-13
Memory Capacity Production Slowly Expanding To Meet AI Industry Demand - Yahoo! Finance Canada
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news.google.com 2026-07-13
2026-07-06
Nvidia’s surprising product revival tells deeper AI industry story - thestreet.com
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news.google.com 2026-07-06
2026-07-05
Funds in the AI industry chain are flowing to core cloud providers, and there are signs that the storage chip market has peaked. - Bitget
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news.google.com 2026-07-05
2026-07-01
UBS China AI Industry Chain Research: Optical Interconnect and SiC Heating Up, Shenghong Bets on Rubin PCB - odaily.news
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www.odaily.news 2026-07-01
UBS's latest research report reveals emerging trends in China's AI hardware industry chain, demonstrating sustained robust demand growth. The report indicates that AI infrastructure demand has expanded beyond traditional GPUs to encompass multiple critical supply chain segments. Key technologies inc
AI HardwareIndustry Chain AnalysisOptical InterconnectSilicon CarbidePCBLiquid CoolingAI InfrastructureSemiconductor Materials
2026-07-01
UBS China AI Industry Chain Research: Optical Interconnect and SiC Heating Up, Shenghong Bets on Rubin PCB - odaily.news
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www.odaily.news 2026-07-01
UBS's latest research report reveals emerging trends in China's AI hardware supply chain, demonstrating sustained robust demand growth. The report indicates that while AI infrastructure demand remains strong, driving factors have expanded beyond traditional GPUs to encompass a broader range of hardw
AI hardwaresupply chainsemiconductor materialsoptical interconnectSiCPCBliquid coolingAI infrastructure
2026-06-10
Taiwan AI industry plan targets silicon photonics as new moat
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digitimes.com 2026-06-10
2026-06-04
"In the AI industry, orchestration is drawing more attention than faster HBM or larger GPUs" - 매일경제
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www.mk.co.kr 2026-06-04
The semiconductor industry's focus in AI is shifting from faster HBM and larger GPUs to system orchestration and overall efficiency optimization. In early AI stages, training was the priority, making memory bandwidth and GPU performance key. Now, with AI entering inference and Agentic AI phases, the
AI semiconductorSystem orchestrationHBM memoryGPU developmentAgentic AIInference stageCPU importanceData flow control
2026-05-29
Nvidia is investing billions into this emerging technology that could change the AI industry - CNBC
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www.cnbc.com 2026-05-29
NVIDIA has committed at least $6.5 billion to photonics technology companies over the past three months, aiming to address a major bottleneck in AI deployment. Photonics, which uses light to transmit data, offers higher efficiency and bandwidth compared to traditional electrical methods, making it a
AI InfrastructurePhotonicsData CentersSemiconductor InvestmentNVIDIAOptical ConnectivityAI ChipsSilicon Photonics
2026-05-22
Five takeaways from Nvidia’s earnings, and what they mean for the AI industry - SiliconANGLE
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siliconangle.com 2026-05-22
2026-05-21
AMD to invest $10 billion in Taiwan's AI industry to advance top-end chips - CNBC
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www.cnbc.com 2026-05-21