XHEART Sets 2027 Launch for X9 AI Chip
XHEART revealed the R&D target for the X9 chip, planned for 2027. It offers 3000 TOPS of compute, following the 'model defines chip' strategy.
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Murata Invests $630M in MLCC Capacity for AI Servers
Japan's Murata Manufacturing plans to invest 1 trillion yen (approx. $630 million) over the next five years to expand MLCC production capacity. The investment targets the growing demand for components driven by AI servers.
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Samsung 2027 HBM Capacity Sold Out
Samsung Electronics announced that its 2027 HBM capacity is fully sold out and DRAM shortages will persist until 2028. HBM4 revenue tripled quarter-on-quarter, driven by strong demand from AI servers.
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Nvidia pushes PTFE cabinets, reshaping cross-strait PCB market
Nvidia is pushing PTFE material into server PCB boards to break through AI transmission limits. This move may reshape the cross-strait PCB factory landscape, impacting the supply chain.
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MediaTek wins second AI ASIC client for 2028 launch
MediaTek confirmed a second AI ASIC customer, clarifying it is not a Chinese company, with mass production expected in 2028. Its first customer is Google, and its first data center AI accelerator began shipment in September 2026.
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Horizon Robotics' Yu Kai Criticizes Inflated Compute Claims in Auto Chips
Horizon Robotics founder Yu Kai criticized the autonomous driving chip industry for inflating nominal compute figures to 6-7 times their dense values. He noted that labeling practices like those of NVIDIA Orin X have caused confusion, announcing that Horizon will label chips with both 'NV Compute' and 'Equivalent Compute' for clarity. The controversy highlights the lack of transparency in chip marketing definitions.
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