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Aug 4

Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains

AI-driven demand, new fab construction, and conflict-led raw material inflation are combining to squeeze semiconductor suppliers in 2026, according to Topco Scientific Co. senior CEO Dennis Chen. He said higher upstream costs are flowing through the industry, while shortages in wafer front-opening unified pods (FOUPs) are adding another layer of strain as manufacturers expand capacity and compete for inventory.

China claims 8 in 10 robots worldwide are made at home

Aug 4

Intel China adds day 0 support for MiniMax H3 after DeepSeek

Aug 4

AI's payback math: how long can servers last?

Aug 4

White House finalizes voluntary AI testing framework, keeps details under wraps

Aug 4

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IT COMPONENTS, PERIPHERALSAiroha optical comms revenue doubles as broadband lands CSPs

Aug 5, 14:59

Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix is shifting structurally, with addressable markets broadening in wired and wireless businesses. Revenue momentum is being driven by demand from cloud providers, telecom operators, and enterprise customers.

SERVER, IPC, CLOUD COMPUTING, IOTAnthropic's scramble for compute is reshaping how AI labs finance their chips

Aug 5, 14:55

Anthropic's US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd. is the latest sign that the Claude developer is treating compute procurement less like a vendor relationship and more like a hedging strategy.

ICT MANUFACTURINGInfineon raises 2026 outlook as AI demand drives record quarterly revenue

Aug 5, 14:30

Infineon Technologies reported record quarterly revenue for its fiscal third quarter ended June 30, fueled by booming demand for power semiconductors used in AI data centers, and raised its full-year guidance on stronger-than-expected growth.

ICT MANUFACTURINGTaiwan fund launches US$800M guarantee plan for US investment

Aug 5, 13:55

Taiwan's National Development Fund said it will commit US$800 million to a financing guarantee mechanism aimed at helping local companies invest in the US. The program is designed to lower funding barriers, share lending risk with banks, and support overseas expansion, according to a news release from the National Development Council.

AIFrom rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story

Aug 5, 12:51

SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence has emerged as the company's largest investment priority, absorbing most of its capital expenditure while rapidly developing into a new source of cloud infrastructure revenue.

AIOpen weight models excluded from US frontier model review

Aug 5, 12:41

Open weight models made by US companies are reportedly exempt from new guidelines by the US Trump administration overseeing the safety of new frontier models. The White House also currently has no plans to publicly release the framework of the review process, which is supposed to be voluntary.

PC, CEMemory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots

Aug 5, 12:22

After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving sharp increases in DRAM and NAND prices while also tightening CPU supply, causing overall PC demand to weaken once again.

ICT MANUFACTURINGApple seeks injunction against OpenAI as trade secrets battle over AI hardware intensifies

Aug 5, 12:03

Apple has asked a US federal judge to issue a preliminary injunction preventing OpenAI and two former Apple employees from accessing, using, or disclosing what the iPhone maker says are its confidential trade secrets, escalating a legal fight that could shape competition in the emerging AI hardware market.

AISpaceX revenue surges 92% as Starlink and AI offset widening rocket investments

Aug 5, 11:19

SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment in Starship continued to weigh on the company's core space business.

AIVanguard International Semiconductor sees AI demand lift mature-node prices through 2027

Aug 5, 10:59

Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International Semiconductor (VIS) said AI-driven demand is not a short-term trend but an irreversible structural growth, and expects the mature process market to remain in short supply through 2027.

SERVER, IPC, CLOUD COMPUTING, IOTAnalysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending

Aug 5, 10:42

Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios, aimed squarely at the handful of frontier labs and hyperscalers who can commit to gigawatt-scale deployments. Nvidia, already dominant with those same customers, is restructuring its own disclosures and business model to capture the much larger, more fragmented tier of capital-constrained startups and neoclouds beneath them.

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