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CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

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digitimes.com 2026-07-08

As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.

Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD

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digitimes.com 2026-07-08

Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.

Novatek beats second-quarter revenue guidance on strong customer stockpiling

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digitimes.com 2026-07-08

Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's second-quarter result rose 24% quarter over quarter and 9.59% year over year, topping its earlier forecast of NT$27.5 billion to NT$28.5 billion.

Asia VC leaders call for deeper cross-border tech investment at inaugural regional summit

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digitimes.com 2026-07-08

Heads of venture capital associations from Taiwan, Japan, and Korea gathered in Taipei today for the first Asia Venture Capital (VC) Summit, a historic trilateral meeting aimed at deepening cross-border investment as AI reshapes the region's tech landscape.

Netherlands presses China talks on Nexperia and ASML trade frictions

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digitimes.com 2026-07-08

The Netherlands used a trade mission to Beijing this week to reopen economic ties with China while semiconductor tensions remained at the center of the agenda. Dutch trade officials met Chinese counterparts as Amsterdam sought to manage disputes involving Nexperia and ASML amid broader US-China technology restrictions.

France-Taiwan tech ties move from talks to factory floor

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digitimes.com 2026-07-08

France's push into Taiwan's tech ecosystem has entered a new phase. After three years of cultural outreach and research exchanges, cooperation is now showing up in steel, silicon, and server racks. Foxconn, SiPearl, and a growing list of AI data center projects are turning bilateral goodwill into industrial output.

US International Trade Commission's (US ITC) determination confirmed, banning Innoscience's patent-infringing GaN products from U.S. market - Macau Business

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macaubusiness.com 2026-07-08 Macau Business

Wolfspeed Files Patent Infringement Lawsuit Against Navitas Semiconductor - 01net

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www.01net.it 2026-07-08 01net

Samsung Mass Produces Storage Drives for Nvidia’s Vera Rubin - Bloomberg.com

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www.bloomberg.com 2026-07-08 Bloomberg.com

Nasdaq falls sharply as AI worries hit semiconductor stocks - Honolulu Star-Advertiser

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www.staradvertiser.com 2026-07-08 Honolulu Star-Advertiser