TSMC will utilize 3nm process to manufacture RTX SPARK PC chips for NVIDIA.

NVIDIA will collaborate with MediaTek to jointly develop the RTX SPARK PC chip and computers powered by the chips will be available in autumn 2026.

INTEL plans to launch a new AI chip by the end of 2026, utilizing lower-cost memory and air-cooling technology.

Micron, Samsung, and SK Hynix join forces to invest in Anthropic; Power dynamics in the AI supply chain face a reshuffle.

NVIDIA launches an agent toolkit featuring NemoGuard, Nemotron, OpenShell, and CUDA-X.

Qualcomm CEO Amon’s Computex Taipei 2026 Keynote: Intelligent agents are becoming the core source of demand for AI Tokens.

Nikon plans to launch a lower-priced ArF lithography system.

US Department of Commerce: Exports of AI chips to overseas subsidiaries of Chinese companies are prohibited.

MLCCs have become the third-largest cost item in the Bill of Materials (BOM) for AI servers—ranking only behind GPUs and memory chips. Goldman Sachs

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