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Friday 14 August 2026
LEO satellite communications, space computing drive rising importance of GaN power amplifiers
DIGITIMES expects SpaceX to further accelerate Starlink satellite deployments in 2027, expanding network capacity and supporting faster rollout of its direct-to-cell (D2C) services...
Friday 14 August 2026
Beyond silicon and copper: OCP APAC looks under the hood of future AI infrastructure
AI's appetite for compute is growing at such speeds that simply building bigger versions of today's data centers may no longer cut it.
Friday 14 August 2026
Korea's CNT pellicle race heats up as aweXome Ray pushes toward EUV commercialization
As South Korea's major memory manufacturers race to secure next-generation lithography technologies for increasingly advanced process nodes, the approaching High-NA EUV era is adding...
Thursday 13 August 2026
Oracle's transformation from enterprise software to AI powerhouse

Oracle and quantum computing leader Quantinuum have entered a multi-year strategic partnership to bring Quantinuum's next-generation...

Thursday 13 August 2026
Qisda eyes AI infrastructure as fastest-growing business opportunity

Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda...

Thursday 13 August 2026
Asus raises server outlook as AI demand lifts record second quarter results
Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC...
Thursday 13 August 2026
Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...
Thursday 13 August 2026
Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...
Thursday 13 August 2026
Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...
Thursday 13 August 2026
OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward
Speaking at the OCP APAC Summit 2026, Ayar Labs CEO Mark Wade argued that copper interconnects have become one of the biggest obstacles to realizing the vision of open computing.
Thursday 13 August 2026
Lightmatter white paper targets fragmented supply chain, barriers to photonic interconnect deployment
Bijan Nowroozi, Head of Ecosystem Development at Lightmatter, announced at the OCP APAC Summit 2026 that the company has released an infrastructure white paper aimed at building a...
Thursday 13 August 2026
Nvidia's compute financing push signals a new phase for AI spending
Nvidia's plan to assemble more than US$500 billion in third-party capital for AI infrastructure could reshape how the industry pays for compute. By bringing major Wall Street firms...
Thursday 13 August 2026
Nvidia seeks to ease credit risk concerns over US$500B AI financing plan

Nvidia CEO Jensen Huang has sought to reassure investors over the chipmaker's exposure to a newly announced initiative designed to...

Thursday 13 August 2026
Naver backs Anthropic in broader AI push

Naver has reportedly invested in US artificial intelligence developer Anthropic, adding another global AI company to a widening network...

Thursday 13 August 2026
South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund
As market momentum spirals into an intensifying race over AI infrastructure buildouts, the global landscape has entered a more aggressive round of AI-centered investment, with national-scale...