Samsung bets its HBM leverage can hold Nvidia’s LPU orders — but TSMC is pushing back
BizLink expands optical interconnect push, sees uncertain CPO ramp timing
The artificial intelligence boom continues to drive demand for related hardware, particularly as server power delivery and high-speed data transmission requirements increase. Against this backdrop, BizLink has shifted its business mix toward high-performance computing and semiconductor applications, which now account for more than 50% of revenue, transforming the company from a traditional cable supplier into a provider of integrated power and high-speed connectivity solutions for AI data centers.
JDI accelerates exit from LTPS, reshaping automotive display panel landscape
Nvidia and OpenAI both make US$20 billion bets on AI chip startups: what’s the common factor?
Samsung reportedly advances sub-10nm DRAM as SK Hynix targets HBM4E sampling
ASML cuts management layers due to restructuring; TSMC stance affects High-NA outlook
ASML is moving to eliminate a wide range of management roles as part of a broader effort to simplify its organization and improve execution, according to internal documents viewed by Business Insider.
Commentary: Sodium batteries reset EV cost structure and supply chain balance
For more than a decade, lithium-ion batteries have defined the global power battery market, concentrating technology, capital and supply chains along a single trajectory. That model is now under pressure. Sharp swings in lithium carbonate prices have exposed structural vulnerabilities, forcing the industry to confront a long-ignored question: what happens when the core input cost is no longer predictable?