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Tuesday 7 July 2026
US grid strain from AI power demand extends order boom for Taiwan equipment makers

A US emergency order to stabilize electricity supplies during an extreme heat wave has underscored a deepening structural imbalance...

Tuesday 7 July 2026
World models can lift South Korea in self-driving tech
The global autonomous-driving industry is locked in fierce competition around end-to-end (E2E) self-driving technology, but a world model that can reason through unknown scenarios...
Tuesday 7 July 2026
TeraWulf signs 20-year Anthropic AI infrastructure lease worth US$19B

TeraWulf has signed a 20-year lease agreement with AI startup Anthropic to develop a large-scale AI infrastructure campus in Kentucky...

Tuesday 7 July 2026
Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor
A reported delay in Nvidia's Kyber rack production is stirring market debate, but Taiwan-based supply chain sources say the issue is unlikely to alter Nvidia's chip roadmap, market...
Tuesday 7 July 2026
Analog IC supply squeeze intensifies, ADI extends lead times

Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching...

Tuesday 7 July 2026
Taiwam showcases quantum computing breakthrough at biennial academician gathering, govt urges interdisciplinary collab

Academia Sinica, Taiwan's premier national academic research institution, convened its 36th Convocation of Academicians from July 6...

Tuesday 7 July 2026
Huawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according...

Tuesday 7 July 2026
AI's bottleneck has shifted from chips to infrastructure — China plans it centrally, US fights it out locally

The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the...

Tuesday 7 July 2026
Fulltech's Thailand plant targets AI and satellite demand
Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion...
Tuesday 7 July 2026
Chicony Electronics reports June revenue gain as AI PC demand builds
Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...
Tuesday 7 July 2026
SK data center bet sets sights on intelligence exports

South Korea is moving to position itself as an exporter of "intelligence" rather than just the chips and equipment that go into building...

Tuesday 7 July 2026
AI lifts high-voltage prices as bubble fears return

AI demand and capacity crowd-out effects are driving higher prices and volumes for high-voltage products, according to IC distributors,...

Tuesday 7 July 2026
6G base stations to become AI computing nodes, boosting advanced packaging demand
While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
Tuesday 7 July 2026
AI and robots force an auto industry reckoning: gradual gains, or all-out disruption

AI and robotics are moving from pilot projects to factory floors worldwide, but adoption remains uneven. Humanoid robots draw the headlines,...

Monday 6 July 2026
Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after...