11 Jun
Latest News and Trends

Cerebras outpaces Nvidia in video showdown at SuperAI Singapore, making its case against GPU dominance

Andy Hock, chief strategy officer at Cerebras Systems, walked onto the Main Stage at SuperAI Singapore 2026 on Wednesday carrying the company’s Wafer Scale Engine — the physical chip itself — and held it up for an audience of 10,000 before placing it next to a slide showing it to scale against Nvidia’s latest B200 platform. The size difference was stark.

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10 Jun
Latest News and Trends

TXC eyes 30% optical module share by 2027

AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability. Quartz component maker TXC sees AI and automotive as its main growth engines in 2026, and expects AI to account for 16% of full-year revenue this year. TXC currently holds a 20–30% share of the optical module market and aims to break above 30% in 2027.

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10 Jun
Latest News and Trends

Infineon and VinRobotics sign partnership to advance humanoid robot development

Infineon Technologies and Vietnam’s VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed worldwide. The partnership brings together semiconductor expertise and robotics development, highlighting Asia’s growing role in automation across industry, services, and the home.

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10 Jun
Latest News and Trends

Advanced semiconductor demand fuels Liying’s fluorine recycling expansion

As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company’s core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite (calcium fluoride), helping semiconductor customers meet carbon reduction and ESG goals in advanced manufacturing.

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10 Jun
Latest News and Trends

Tech analyst unpacks why AI eats the world at SuperAI Singapore

Sam Altman’s vision of artificial intelligence as a utility bought by the meter — like electricity — may be the wrong model entirely, and the telecommunications industry’s last decade shows why. Benedict Evans, the technology analyst and former Andreessen Horowitz partner, made that case Wednesday in the second keynote of SuperAI Singapore 2026, drawing on mobile data’s growth trajectory to argue that volume and valuation do not travel together in commodity infrastructure businesses.

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10 Jun
Latest News and Trends

OpenAI reportedly nears 10GW Ohio lease with Nvidia backing, sealing its pivot from building to renting compute

OpenAI is in advanced talks to lease a planned 10-gigawatt data center campus on federal land in Ohio, in what would be the company’s largest infrastructure commitment to date, The Information reported, citing people familiar with the negotiations. The deal — developed by SoftBank’s SB Energy on land owned by the US Department of Energy, with Nvidia weighing a role as credit guarantor — would crystallize a year-long shift in OpenAI’s strategy: away from owning massive computing assets, and toward leasing them.

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10 Jun
Latest News and Trends

Nvidia’s AI ramp deepens memory squeeze as cloud providers lock up supply through 2028

Memory shortages tied to Nvidia’s next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply for data-center buildouts, according to supply-chain sources. The pressure is already rippling through DRAM and NAND markets, with OEMs and module makers warning of tighter availability and weaker room for additional orders.

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