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08 May

US president considers inviting Nvidia and other CEOs to China trade talks

May 8, 2026
By jeff

CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump’s visit to China next week. Along with the trade negotiations, the US leader has also sought to frame the summit as a type of high-level trade delegation, although the White House is reportedly considering inviting only a small number of executives.

08 May

Latest News and Trends

TSMC revenue rise highlights Asia’s grip on AI chip supply

May 8, 2026
By jeff

TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world’s largest contract chipmaker as investors focus on AI-related demand and capacity constraints across the semiconductor supply chain.

08 May

Latest News and Trends

Nvidia, Corning lock in US AI optics expansion with new fiber plants

May 8, 2026
By jeff

Nvidia and Corning are expanding their partnership in a move that underscores how the artificial intelligence infrastructure race is rapidly shifting beyond GPUs and into optical connectivity, photonics, and advanced manufacturing.

08 May

Latest News and Trends

Analysis: Anthropic’s xAI deal puts Musk’s GPU efficiency problem in focus

May 8, 2026
By jeff

Elon Musk’s latest move to team up with Anthropic in a major computing-capacity agreement captures the logic of “the enemy of my enemy is my friend.” The deal gives Anthropic access to SpaceX’s Colossus 1 data center, with more than 220,000 Nvidia GPUs, potentially easing near-term capacity constraints for Claude.

08 May

Latest News and Trends

Novatek raises margin outlook on stronger product mix and early shipments

May 8, 2026
By jeff

Novatek Microelectronics, one of Taiwan’s leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size display driver products, which offset weakness in the smartphone segment.

08 May

Latest News and Trends

TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead

May 8, 2026
By jeff

TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to widen its lead over rivals in the AI semiconductor race. Industry sources said TSMC has imposed strict confidentiality controls across the CoPoS supply chain, requiring Taiwan-based equipment and materials partners to sign agreements that prevent technology leakage and limit supply to TSMC for several years after mass production begins.

08 May

Latest News and Trends

LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

May 8, 2026
By jeff

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as production cuts and line closures in Taiwan and South Korea continue to tighten industry supply.

08 May

Latest News and Trends

Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics

May 8, 2026
By jeff

TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing, with Sony holding the majority and controlling interest.

08 May

Latest News and Trends

Inside Nvidia’s high-stakes bet on next-generation AI cooling

May 8, 2026
By jeff

One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture of Nvidia’s next-generation Vera Rubin platform, a shift that has already triggered sharp swings among related suppliers in Taiwan’s equity market.

08 May

Latest News and Trends

2D NAND shortage spirals after Samsung, Micron, and rivals exit market

May 8, 2026
By jeff

Major international NAND manufacturers are gradually exiting the mature-process 2D NAND market, triggering panic buying and a sharp spike in prices. Industry sources suggest the supply shortage may be difficult to resolve. While vendors are seeking alternative solutions, product specifications are expected to become increasingly polarized as scarcity persists.

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