Nvidia’s Revolving Finance Risk: Why $105B in Partner Guarantees Outpaces Quarterly Revenue
Nvidia reported strong Q2 FY2027 earnings, exceeding market expectations with $96.2 billion in revenue and a 106% year-over-year increase, driven…
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Taiwan
Taiwan Silicon Section
Nvidia’s Supply Bottlenecks: How Packaging and Memory Constraints Threaten Its 70% Growth Target
NVIDIA reported Q2 revenue of $96.2 billion, double year-over-year, driven by strong data center performance at $89 billion.
Arm’s AGI CPU Architecture: Why Agent Workloads Are Driving a $2B Infrastructure Market
Arm has unveiled details of its AGI CPU architecture at the Hot Chips 2026 conference, designed specifically for AI agent…
Nvidia’s $750B AI Financing Risk Triggers Record Rise in Bond Market Credit Swaps
Nvidia is set to announce its Q2 earnings, with projected revenue doubling from 2025 to $92.18 billion, and an estimated…
Trend Micro’s AI Cyber Warning: Why the Traditional Kill Chain Fails Western Supply Chains
According to Tom Kellermann, VP of Security and Threat Research at TrendAI (Trend Micro), the traditional linear 'cyber kill chain'…
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.
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…
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…
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