NVIDIA– tag –
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Photonics
Vitex LLC Releases Comprehensive Technical Guide on Co-Packaged Optics (CPO) in 2026, Detailing Functionality and AI Data Center Applications
Vitex LLC USA Overview This article is an overview of a market research report published by Vitex LLC. Vitex LLC has released a comprehensive technical guide on Co-Packaged Optics (CPO) in 2026. The guide outlines CPO's transition from r... -
Photonics
Wiwynn and Partners to Demo CPO Interconnect for Hyperscale AI Data Centers at Computex 2026, Accelerating Optical Scaling
PR Newswire USA Overview Wiwynn, in collaboration with ecosystem partners including Ayar Labs and GUC, will showcase co-packaged optics (CPO) interconnect innovations at Computex 2026. This demonstration aims to accelerate optical scalin... -
Photonics
Optica Online to Host Industry Meeting in June 2026: Advanced Photonic Packaging for AI, Datacom, and Quantum Technologies
Optica Online USA Overview Optica Online will convene an industry meeting in June 2026 focusing on advanced photonic packaging to accelerate the transition of photonic systems from prototype to high-volume manufacturing for AI infrastruc... -
Semiconductor Back-End
NVIDIA CEO Jensen Huang Projects $150 Billion Annual Investment in Taiwan’s AI Supply Chain
BigGo Finance Taiwan Overview NVIDIA CEO Jensen Huang announced that the company's annual procurement and investment in Taiwan's AI supply chain is projected to reach $150 billion in the future, a tenfold increase from $10-$15 billion fo... -
Semiconductor Back-End
NVIDIA’s CoWoS Bottleneck Eases, HBM Supply Emerges as Primary Constraint for AI Accelerators
24/7 Wall St. USA Overview TSMC's CoWoS advanced packaging capacity for AI accelerators is expanding, projected to reach 35,000 wafers/month by late 2026 and up to 140,000 wafers/month by 2027, alleviating a long-standing bottleneck. How... -
Market Trends
AI Factory Power Draw Reshapes Grid Calculus: Direct Liquid Cooling Becomes Essential as Demand Soars
Computer Weekly UK Overview The exponential growth of AI factories is pushing data center power consumption to unprecedented levels, posing critical challenges for existing electrical grids. High-density AI processing via GPUs now mandat... -
Market Trends
Agentic AI Drives Supply Chain Transformation: From Chaos to Autonomous Operations by 2026
Orbit Analytics USA Overview By 2026, agentic AI is fundamentally shifting supply chains from reactive chaos to proactive autonomous operations. Unlike traditional chatbots, agentic AI autonomously acts, orchestrates workflows, and execu... -
Market Trends
Custom AI ASIC Landscape in May 2026: Broadcom, Google TPUs, Meta MTIA Face CoWoS Bottleneck
Tom's Hardware USA Overview As of May 2026, major tech players like Google (TPU), Meta (MTIA), and Broadcom (XDSiP platform) are actively developing custom AI ASICs to challenge NVIDIA's dominance and optimize specialized AI workloads. H... -
New Technology
Advanced LLMs of 2026: Benchmarking Top Models for Reasoning, Coding, and Multimodal Capabilities
aimlapi.com USA Overview As of May 2026, the LLM landscape is dominated by models such as GPT-5.5, Claude Opus 4.7, and DeepSeek V4 Pro, characterized by the mainstreaming of agent architectures and the standardization of 1-million-token... -
Semiconductor Back-End
TSMC Accelerates CoWoS and SoIC Expansion to Quell AI Chip Bottleneck, Targets 4x Capacity by 2026
FinancialContent - Stock Market Taiwan Overview TSMC is aggressively expanding its CoWoS and SoIC advanced packaging capacity to address the soaring demand for AI chips, aiming to increase monthly wafer output from approximately 35,000 u...