Samsung and SK Hynix Split on HBM4, Forcing a Design Choice for AI Chipmakers
At Hot Chips 2026, Samsung Electronics emphasized 'active base die' technology, transforming the HBM base die from a passive connector…
AsiaAI.FYI
Author: Dick Weisinger
TSMC’s Power Demand Will Hit 28.8B kWh in 2025, Consuming 10% of Taiwan’s Electricity
TSMC's latest sustainability report shows its global power consumption is projected to reach 28.77 billion kilowatt-hours (kWh) in 2025, a…
SK hynix’s HBM4 Packaging Roadmap: Doubling TSVs to Meet Western AI Accelerator Demand
SK hynix detailed its advanced packaging roadmap for High-Bandwidth Memory (HBM) at Hot Chips 2026, focusing on HBM4 and beyond.
Zhongcheng Hualong’s 10K-Card Supernode: How China Scales AI Inference Without Advanced U.S. Chips
Zhongcheng Hualong (中诚华隆) has officially launched its new HL200 AI inference chip and a 'supernode' intelligent computing cluster solution in…
Newsletter FaCTz’s 60GB/s GPU Compression: Why High-Performance Computing Sites Are Eyeing the Taiwan Tech
Top stories: New Compression Method 'FaCTz' Boosts Supercomputer Data Throughput to 60GB/s, 640x Faster · DeepSeek V4 Flash AI Model…
Taiwan’s FaCTz Compression: How 60GB/s GPU Data Throughput Unlocks Scientific AI Bottlenecks
Researchers have developed a new data compression method called 'FaCTz' that achieves throughputs of up to 60GB/s on NVIDIA A100…
Nvidia’s 15% AI Server Price Hike: How HBM Supply Bottlenecks Impact Western Infrastructure Budgets
NVIDIA has informed its major customers that prices for its AI server systems will increase by over 15%, effective with…
ASE’s Silicon Valley Expansion: How a $29M Building Buy Secures U.S. Chip Packaging
ASE Technology Holding's wholly-owned subsidiary, ISE Labs, has announced the acquisition of an 80,472 sq ft building in San Jose,…
Physical AI’s $47.4B Funding Surge: Why Software VCs Are Pivot-Investing in Hardware and Robotics
Venture capital investment in 'Physical AI' startups, encompassing robotics, autonomous vehicles, aerospace, and industrial automation, surged to $47.4 billion in…
China’s Humanoid Robotics Funding: What the $900M Unitree IPO Means for U.S. Competitors
Chinese humanoid robot developer Unitree Robotics saw its shares surge 460% on its first day of trading on the Shanghai…
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