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SemiAnalysis said NVIDIA (NVDA.O) has delayed its next-generation flagship Kyber rack architecture—designed for the 2027 Rubin Ultra chip—by more than 12 months to 2028 after encountering manufacturing problems with the system's PCB mid-board. SemiAn

2026-07-06

SemiAnalysis said NVIDIA (NVDA.O) has delayed its next-generation flagship Kyber rack architecture—designed for the 2027 Rubin Ultra chip—by more than 12 months to 2028 after encountering manufacturing problems with the system's PCB mid-board. SemiAnalysis said NVIDIA currently has no mature solution to scale Rubin Ultra, a shortfall that could open a rare technical window for competitors AMD (AMD.O) and Google (GOOG.O), whose in-house chips have been adopted in leading AI labs.

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2026-07-06

Taiwan Weighted Index opened 524.97 points higher, up 1.12%, at 47,305.59 on Monday, July 6.

Taiwan Weighted Index opened 524.97 points higher, up 1.12%, at 47,305.59 on Monday, July 6.
2026-07-06

Hong Kong-listed auto stocks rose, with Leapmotor (09863.HK) up 5.6%, XPeng Group (09868.HK) up 3.6%, and Geely Automobile (00175.HK) up over 3%.

Hong Kong-listed auto stocks rose, with Leapmotor (09863.HK) up 5.6%, XPeng Group (09868.HK) up 3.6%, and Geely Automobile (00175.HK) up over 3%.
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