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    NEWS TAGGED INFRASTRUCTURE
    Wednesday 11 February 2026
    Exclusive: Musk's solar push sets off a high-stakes test for Taiwan's industry
    Tesla is expanding simultaneously into self-driving vehicles, artificial intelligence robots, and energy infrastructure. Elon Musk has outlined plans to build US solar manufacturing...
    Wednesday 11 February 2026
    DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations
    Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...
    Wednesday 11 February 2026
    Amazon and STMicroelectronics expand collaboration on data center chips

    Amazon is deepening its partnership with STMicroelectronics, expanding a multiyear, multibillion-dollar collaboration aimed at developing...

    Tuesday 10 February 2026
    US plans chip tariff breaks for tech giants tied to TSMC's US expansion
    The Trump administration is preparing to spare major US technology companies from a new round of semiconductor tariffs as they expand data center capacity to support the artificial...
    Tuesday 10 February 2026
    Europe deploys NanoIC pilot line to accelerate sub-2nm AI chip development

    Europe has taken a decisive step toward advanced semiconductor leadership with the launch of the NanoIC pilot line at Imec's Leuven headquarters,...

    Tuesday 10 February 2026
    Amkor pivots toward AI and HPC with ambition to expand advanced packaging
    Amkor Technology is accelerating its transition into the next wave of advanced packaging growth, focusing on high-performance computing (HPC) and artificial intelligence (AI). This...
    Tuesday 10 February 2026
    Anthropic's rumored data center push signals a new phase in the AI infrastructure race
    Anthropic's quiet move to secure massive computing capacity marks a strategic escalation that could reshape competition among leading AI labs, intensifying pressure on rivals such...
    Tuesday 10 February 2026
    Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance
    Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data...
    Tuesday 10 February 2026
    SK's US$10bn AI venture takes chairman to Nvidia's door
    Global competition in artificial intelligence (AI) infrastructure is intensifying, and SK Group is accelerating its strategic expansion. Korean media report that SK Group chairman...
    Monday 9 February 2026
    Can ZAM replace HBM? Intel, SoftBank push 'alternative' memory architecture
    As the global AI computing race intensifies, the primary constraint is shifting from GPU architecture to memory physics. HBM capacity remains concentrated among Samsung, SK Hynix,...
    Monday 9 February 2026
    LG CNS partners with FuriosaAI, bringing South Korea's NPU to enterprise AI services
    To promote the formal deployment of South Korea's domestic NPU and reduce reliance on Nvidia, LG Consulting & Solutions (CNS), the IT services arm of South Korea's LG Group, has...
    Monday 9 February 2026
    Tower Semiconductor, Nvidia advance 1.6T optical modules for AI data center networking

    Tower Semiconductor is expanding into AI data center infrastructure through a collaboration with Nvidia on 1.6T optical modules, positioning...

    Monday 9 February 2026
    Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature
    Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential...
    Monday 9 February 2026
    Musk predicts space computing shift in 36 months as terrestrial power limits bite
    Elon Musk said artificial intelligence computing could become more cost-effective to deploy in space than on Earth within the next 30 to 36 months, arguing that power generation and...
    Sunday 8 February 2026
    AMD's investment in photonics and modular architecture signals shift in AI infrastructure development
    AMD is positioning itself to address the future needs of artificial intelligence (AI) computing through advances in chip design and system architecture, particularly by integrating...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook