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27 Jul

Samsung converts AMD and OpenAI ties into HBM4 supply wins

July 27, 2026
By jeff

Samsung Electronics is showing renewed momentum in the AI memory race as it deepens ties with both OpenAI and AMD, two partnerships that could strengthen its position in the next-generation HBM4 ecosystem after ceding early ground in AI memory to rival SK hynix.

27 Jul

Latest News and Trends

Singapore startup Acrab claims 7.5x speed edge over Mac Mini M4 Pro with new AI chip

July 27, 2026
By jeff

A Singapore-based chip startup called Acrab on July 22 unveiled its first AI processor, claiming it can run large language models locally at speeds that outpace Apple’s Mac Mini M4 Pro by a factor of 7.5 on certain benchmarks.

27 Jul

Latest News and Trends

Samsung to use 2nm process for HBM5 base die as heat challenge grows

July 27, 2026
By jeff

Samsung Electronics plans to manufacture the base die for its next-generation HBM5 memory using a 2nm gate-all-around foundry process, as faster high-bandwidth memory raises pressure on logic performance, power efficiency and heat management.

27 Jul

Latest News and Trends

CXMT tops A-share market cap on IPO debut

July 27, 2026
By jeff

Chinese DRAM maker ChangXin Memory Technologies (CXMT) listed on the STAR Market of the Shanghai Stock Exchange on July 27, with its market capitalization briefly topping CNY3.6 trillion (approx. US$533.1 billion) on the first day of trading, surpassing Industrial and Commercial Bank of China and becoming the largest listed company in the A-share market.

27 Jul

Latest News and Trends

CATL profit climbs 42%, but storage price pressure tests its global lead

July 27, 2026
By jeff

CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker margins and intense storage pricing highlighted the cost of sustaining its global lead.

27 Jul

Latest News and Trends

Nvidia’s Vera CPU targets go beyond Intel and AMD

July 27, 2026
By jeff

After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally Intel’s Xeon and AMD’s EPYC. But Nvidia’s real target may be much broader, including cloud providers such as Amazon and Google that design their own CPUs.

27 Jul

Latest News and Trends

AIDC secures NT$22 billion in civil aviation, engine contracts to boost long-term growth

July 27, 2026
By jeff

Taiwanese aerospace company Aerospace Industrial Development (AIDC) secured new contracts worth more than NT$22 billion (approx. US$680.27 million) with several major aerospace companies for civilian aircraft and engines at the Farnborough International Airshow in the UK.

27 Jul

Latest News and Trends

H2U lists on Taiwan Innovation Board to tap digital health opportunities

July 27, 2026
By jeff

Taiwan’s largest digital health technology platform H2U debuted on the Taiwan Stock Exchange’s Taiwan Innovation Board on July 24 at an offering price of NT$49.13 (approx. US$1.52) per share, marking its official listing as it seeks to capture the growing digital health market.

27 Jul

Latest News and Trends

Pegatron unveils AMD EPYC server platform for AI and HPC

July 27, 2026
By jeff

Pegatron unveiled a new server platform powered by AMD’s sixth-generation EPYC processors at AMD Advancing AI 2026, targeting enterprise AI, agentic AI, high-performance computing (HPC), cloud computing, and data-intensive workloads.

27 Jul

Latest News and Trends

Chinese AI startup Moonshot dispute puts US-China AI cooperation at risk

July 27, 2026
By jeff

Tensions between the US and China are escalating following allegations that Moonshot AI improperly extracted capabilities from advanced US-developed AI models and accessed export-controlled Nvidia hardware while developing Kimi K3. The model has drawn industry attention for approaching the performance of leading US systems despite Moonshot’s comparatively limited computing resources.

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