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Saturday 31 October 2026
Nvidia moves beyond GPUs as Meta's Muse agent stack pulls it deeper into AI infrastructure
The launch of Muse in September across Meta's expanding agent ecosystem has highlighted how quickly AI agents are evolving beyond conventional chatbot architectures, bringing more...
Saturday 31 October 2026
Ibiden expands AI packaging substrate capacity for Intel from 2029
Ibiden on October 29 raised its fiscal 2026 forecast, projecting consolidated net profit to rise 40% year-over-year to JPY89 billion (US$563 million) and revenue to increase 36% to...
Saturday 31 October 2026
Renesas expands AI data center capacity, targets 33.2% margin in 2026
Japan’s Renesas Electronics expects strong demand for AI data centers, industrial applications, and automotive semiconductors to drive 2026 revenue to JPY1.6668 trillion (US$10.55...
Friday 30 October 2026
From living neurons to enterprise AI: TBC pursues faster video generation with AWS
The Biological Computing Co. (TBC), a San Francisco startup that grows living neurons in its lab to find ways to make AI models more efficient, launched its first publicly available...
Friday 30 October 2026
Realtek targets 30% AI revenue share by 2030
Realtek Semiconductor quantified its AI business for the first time at an investor conference on October 29, setting a target for high-performance computing (HPC) and edge AI revenue—including...
Friday 30 October 2026
Foxconn, Nvidia target eight-week AI factory deployment as Vera Rubin pushes infrastructure complexity
Foxconn and Nvidia took center stage at Hon Hai Tech Day 2026 (HHTD 26) on October 30, showcasing their latest collaboration in AI infrastructure, including Nvidia's newly unveiled...
Friday 30 October 2026
Google, Foxconn aims to cut AI infrastructure deployment to six months
Google is deepening its strategic partnership with Foxconn to accelerate AI infrastructure deployment, aiming to cut the time from chip supply to data-center deployment from the traditional...
Friday 30 October 2026
Jinpao targets power cabinets, BBUs in AI-related expansion
Thailand-based precision sheet-metal manufacturer Jinpao Precision has entered the supply chain of a leading Thailand-based power-management company on the strength of its resilient...
Friday 30 October 2026
HyperAccel, Rebellions look beyond chips to AI data center systems
South Korean AI chip developers HyperAccel and Rebellions are moving beyond standalone accelerators to develop integrated data center systems, seeking to combine domestic processors,...
Friday 30 October 2026
Nvidia dominates AI robot chips with 69% market share
The rapid development of AI robotics applications is driving a sharp increase in semiconductor computing requirements. According to DIGITIMES Intelligence, Nvidia is set to dominate...
Friday 30 October 2026
Nvidia weighs credit support for Nscale as data center, IPO face pressure
Nvidia is reportedly evaluating billions of dollars in credit support for UK neocloud provider Nscale to help cover power and construction costs for a data center in West Virginia...
Friday 30 October 2026
Jensen Huang calls Megaspeed ties normal amid Washington's spy probe
After The New York Times reported that a female executive at Singapore-based Megaspeed International was under investigation for allegedly conducting espionage activities...
Friday 30 October 2026
Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%
Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to...
Friday 30 October 2026
Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute
Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...
Friday 30 October 2026
Trump targets foreign robotics imports under Section 232, citing national security risks
Citing a grave threat to national security and the vulnerability of American critical infrastructure, President Donald J. Trump has directed the Secretary of Commerce and the US Trade...