Wiwynn is among the first to demonstrate Nvidia SCADA server that promises to offer AI systems petabytes of ultra-fast storage thanks to GPU-accelerated storage acceleration.

Biwin signs a 24-months supply agreement with an unknown NAND maker to get memory worth $1.86 billion.

TSMC is executing the largest manufacturing expansion in semiconductor industry history that combines simultaneous multi-fab N2 ramps, AI-driven manufacturing optimizations, and massive CoWoS/SoIC packaging capacity expansion to meet increasing demand for AI accelerators.

Nvidia and SK hynix have inked a multi-year collaboration agreement under which the companies will co-develop next-generation memory technologies for Nvidia's upcoming platforms and SK hynix will supply them to Nvidia.

Sales of Silicon Motion’s SSD controllers are record high, but supply of NAND for client applications may get worse in 2027, the company tells us.

AMD’s Helios set to compete against Nvidia’s NVL72 VR200 rack-scale system later this year, but its UALink-over-Ethernet interconnection may affect performance in certain workloads before real UALink interconnects are deployed.

Frore’s LiquidJet Nexus promises to enable 10% more token generation on Blackwell Ultra when compared to existing liquid-cooling solutions.

Counterfeit memory modules with G.Skill and V-Color badges sold at Chinese marketplaces use identical PCBs and heat spreaders, are hard to identify.

Astera Labs has shown off the Scorpio X-Series 320-lane PCIe switch that promises to enable vendor-agnostic scale-up capability for AI infrastructure and disaggregated data center infrastructure.

Supermicro demonstrates upcoming servers based on AMD’s EPYC ‘Venice’ CPUs, MI450 accelerators, and Nvidia’s Vera Rubin-based solutions.

Silicon Motion announces its SM2524XT mainstream SSD controller that promises 14 GB/s read speed, up to 2.5 million random IOPS, and sustained random performance.

SpaceX warns that it may not secure enough AI hardware to achieve its orbital AI ambitions even with supply from TeraFab. Also, Intel and Tesla may leave the TeraFab project.

Having become the main supplier of AI accelerators, Nvidia is now on track to outsell AMD and Intel with Vera CPUs and become a leading supplier of processors.

As memory content per rack increases in Vera Rubin platform, it now accounts for nearly 25% of its cost.

Nvidia to split its revenue streams based on deployment markets rather than product segments going forward.

Intel says its 14A process technology is on track for high-volume manufacturing in 2029, 10A and 7A to follow in the 2030s.

Lip-Bu Tan wants Intel to radically improve its chip development discipline and achieve production readiness with A0 silicon revision.