Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing closer to US data center customers as delivery times, tariffs and local service become more important competitive factors.

Foxconn reported consolidated revenue of NT$946.51 billion (approx. US$29.37 billion) for July 2026, up 15.18% from the previous month and 54.19% from a year earlier. The result marked a record monthly high and the first time the group's revenue exceeded NT$900 billion. In US dollar terms, July revenue rose about 13.6% month on month and 43.1% year on year.

Infineon said demand for its AI data center power semiconductors continues to exceed available supply, prompting leading customers to sign multi-year capacity reservation agreements that give the chipmaker greater visibility while securing future supply for hyperscale AI deployments.

The US-China technology and supply chain conflict has spread to product certification, opening a new front beyond semiconductors and telecom equipment.

Naver is considering an asset-light structure for a US$10 billion data center expansion under which a Brookfield-led investment vehicle would own GPUs and other infrastructure. At the same time, a Naver subsidiary would sell computing capacity and related services to customers.

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.

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.