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d-Matrix
Featured in 6 tracked stories · first seen
Situations
AMD AI-infrastructure growth and supply chain expansion
31 clusters · 168 sources · last updated
Latest: Graphics card prices rise 35% globally over three months
By late September 2026, AMD achieved a historic milestone as its market capitalization surpassed $1 trillion, driven by intense interest in artificial intelligence infrastructure. To secure GPU supply, AMD issued warrant
AI demand drives semiconductor, packaging, and memory shifts
34 clusters · 92 sources · last updated
Latest: Taiwan semiconductor industry faces challenges in IC design and key components
The semiconductor industry is undergoing significant reconfiguration driven by AI infrastructure demand, affecting foundry, fabless, and memory sectors. TSMC maintains a dominant position in the global third-party foundr
Evolution of AI infrastructure, power, and agent security
9 clusters · 74 sources · last updated
Latest: Renesas Electronics launches new 100V GaN power transistors
The technology sector is seeing significant developments in AI-driven infrastructure, power management, and agent security. NVIDIA has released its Alpamayo 2 Super autonomous driving reasoning model and proposed a trans