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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
Solstice Advanced Materials to buy Element Solutions in US$14.5 billion deal

The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data...

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
Micron, Ford sign long-term memory supply agreement
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip...
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
Broadcom and Apple extend custom chip deal through 2031
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device...
Tuesday 7 July 2026
Samsung Electronics second-quarter operating profit surges on AI memory boom
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip...
Tuesday 7 July 2026
Taiwan electric scooter market heads into 2026 facing shortages and weak demand
Taiwan's electric scooter market entered 2026 under pressure from shortages in charging infrastructure, new models and buyers, while the island's motorcycle market remained dominated...
Tuesday 7 July 2026
Sercomm posts record second-quarter revenue as AI boosts broadband demand

Sercomm reported record June 2026 revenue of NT$7.27 billion, up 12.2% from May and 70.8% from a year earlier, as AI-related network...

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
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
Interview: Corning's GlassBridge points to longer-term packaging shifts, not an immediate FAU replacement

Corning has unveiled an early-stage fiber-to-chip connector concept that could reshape optical packaging if it matures, though the...

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...
Monday 6 July 2026
Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third...