25 May
Latest News and Trends

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.

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25 May
Latest News and Trends

CATL weighs stake in AI startup deepSeek

According to several people familiar with the matter, Contemporary Amperex Technology Limited (CATL), the world’s largest maker of electric-vehicle (EV) batteries, is in talks to participate in a major financing round for the Chinese artificial intelligence (AI) start-up DeepSeek. The prospective investment highlights how China’s AI boom is forging new alliances among technology firms, industrial companies, and energy providers, all competing to build the infrastructure required for the next generation of computing.

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25 May
Latest News and Trends

India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets

Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation of roughly US$500 million alongside structured debt. The deal bolsters its capital base to scale its power semiconductor and custom silicon offerings for global AI markets.

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25 May
Latest News and Trends

Nvidia’s reporting pivot and AMD’s US$10B Taiwan bet signal a new frontier in AI chip war

Nvidia’s structural pivot to isolate its ACIE market and AMD’s US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.

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25 May
Latest News and Trends

Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties

Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI and semiconductors. Located in Silicon Valley, the center aims to develop practical solutions in healthcare, mobility, and manufacturing through partnerships with leading global technology firms.

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