OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....
As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...
ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...
The AI infrastructure race is no longer just about who builds the best model — it's about who controls the silicon beneath it. Google has spent more than a decade quietly constructing...
The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...
Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...
Universal Microwave Technology, a Taiwanese maker of satellite and millimeter-wave components, reported record quarterly revenue and profit, driven by surging demand for low-Earth...
Although demand prospects for consumer applications remain relatively weak in 2026, major Taiwanese IC design companies focused on networking infrastructure chips — including...
United Microelectronics Corp (UMC) reported first-quarter 2026 net profit of NT$16.17 billion (approximately $490 million), up 61% quarter on quarter and more than double the year-ago...
China's leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor...
Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...
