Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030
DigiTimes: IT news from Asia
Intel GPU D270 Dumps HBM for Laptop RAM; Air-Cooled Inference Card Validated by $7.3B Quarter
Tech Times
Nvidia dominates AI robot chips with 69% market share
DigiTimes: IT news from Asia
Nvidia weighs credit support for Nscale as data center, IPO face pressure
DigiTimes: IT news from Asia
Sandisk sees 60–90GB of NAND per CPU in AI agent workloads
DigiTimes: IT news from Asia
Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute
DigiTimes: IT news from Asia
Starting to see cracks in the AI trade, says Keith Fitz-Gerald
CNBC: Squawk Box Asia
Anthropic's heavy AI spending could hold the key to its profitability: Ark Invest
CNBC: Squawk Box Asia
Tesla's robotaxi cash flow could bankroll SpaceX's AI ambitions: Ark Invest
CNBC: Squawk Box Asia
Sandisk says customers are coming back for more NAND
DigiTimes: IT news from Asia
Google stock's historically bad day raises fears of AI bubble popping
NBC News: Business
Anthropic's multi-platform AI strategy pressures Nvidia pricing power
DigiTimes: IT news from Asia
Beyond nanometers: AI forces Taiwan's semiconductor ecosystem to compete at system level
DigiTimes: IT news from Asia
Nvidia in talks to give credit support for Nscale's deal with Anthropic, The Information reports - Reuters
Google News (Reuters)
Sandisk's data center expansion widens the gap with consumer storage
DigiTimes: IT news from Asia
Samsung, SK Hynix say memory crunch could drag on for years despite spending surge
DigiTimes: IT news from Asia
Taiwan semiconductor output to hit NT$9.1 trillion as TSIA urges stable power
DigiTimes: IT news from Asia
Samsung secures Faraday 2nm ASIC order, broadening AI and HPC footprint
DigiTimes: IT news from Asia
Memory price surge clouds peak season; Chinese brands' 4Q26 smartphone shipments to drop over 35%
DigiTimes: IT news from Asia
Texas Instruments, NXP point to data centers and robots as industrial chips rebound
DigiTimes: IT news from Asia
Email Daily Stock Portfolio Reports from Google Sheets
Digital Inspiration
Microsoft expects to raise $25 billion in US bond sale, source says - Reuters
Google News (Reuters)
