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    NEWS TAGGED DATA CENTER
    Wednesday 6 May 2026
    AMD earnings call: AI is turning CPUs back into the main event

    AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

    Wednesday 6 May 2026
    GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
    GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
    Wednesday 6 May 2026
    GlobalFoundries signals stronger second half despite mixed end-market demand
    GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...
    Wednesday 6 May 2026
    AMD lifts outlook as AI demand fuels data center growth
    On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...
    Tuesday 5 May 2026
    DDR6 server memory moves into early development as industry prepares for next-generation AI demand
    The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead...
    Tuesday 5 May 2026
    Onsemi sees AI data center and Treo driving revenue and margin recovery
    During an earnings call on May 4, Onsemi portrayed its artificial intelligence data center business and new Treo platform as central to a recovery that began in the first quarter,...
    Tuesday 5 May 2026
    Lattice Semiconductor strikes US$1.65B deal for AMI as AI data center demand drives record growth
    Lattice Semiconductor has signed a definitive agreement to acquire AMI, a leading provider of platform firmware and infrastructure manageability software, for US$1.65 billion. The...
    Tuesday 5 May 2026
    SignalPro positions itself as 'translator' to enter AI sensing sector, builds own AI data center as model refinery
    Amid the rapid advancement of generative AI and the simultaneous rise of autonomous vehicles and robotics, industry competition is shifting away from pure computing power and hardware...
    Tuesday 5 May 2026
    Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips

    As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia's most important...

    Monday 4 May 2026
    Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth
    Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose...
    Monday 4 May 2026
    Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises
    Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects....
    Monday 4 May 2026
    ESMC confirmed to be on schedule — and sets its sights on AI
    The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027...
    Monday 4 May 2026
    India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

    India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors,...

    Monday 4 May 2026
    AI data center demand boosts IDM growth in industrial market
    Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...
    Saturday 2 May 2026
    OpenAI reworks Stargate data center strategy as site plans change

    OpenAI is reworking its US$500 billion Stargate initiative, shifting from a fixed data center joint venture toward a more flexible strategy...

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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook