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    Commentary: Taiwan's tech giants stuck between Beijing and Taipei's defense push
    4h 22min ago
    Could Nvidia reshuffling of Asia’s AI map weaken Taiwan supply chain's dominance?
    4h 23min ago
    Panel supply chain earnings calls spotlight transformation and new businesses
    4h 23min ago
    LG's 600kW CDU wins Nvidia validation and North American CSP project
    4h 23min ago
    BOE shifting away from low-price competition
    4h 23min ago
    Samsung and SK Hynix seek workarounds as semiconductor equipment lead times double
    4h 23min ago
    NEWS TAGGED INFRASTRUCTURE
    Monday 27 July 2026
    South Korea, AMD team up to integrate homegrown NPUs with CPUs and GPUs
    South Korea and AMD have agreed to build and demonstrate heterogeneous AI computing infrastructure integrating AMD CPUs and GPUs with homegrown neural processing units, as Seoul seeks...
    Monday 27 July 2026
    Samsung converts AMD and OpenAI ties into HBM4 supply wins

    Samsung Electronics is showing renewed momentum in the AI memory race as it deepens ties with both OpenAI and AMD, two partnerships...

    Monday 27 July 2026
    Pegatron unveils AMD EPYC server platform for AI and HPC
    Pegatron unveiled a new server platform powered by AMD's sixth-generation EPYC processors at AMD Advancing AI 2026, targeting enterprise AI, agentic AI, high-performance computing...
    Monday 27 July 2026
    Rebellions readies Rebel100 shipments as AI inference demand grows
    South Korean AI chip designer Rebellions plans to begin shipping its next-generation Rebel100 accelerator in the second half of 2026, betting that wider use of AI agents and commercial...
    Monday 27 July 2026
    WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

    Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of...

    Monday 27 July 2026
    Nvidia weighs US$250B backstop for OpenAI's Ohio data center

    Nvidia is in talks to provide a financial backstop of roughly US$250 billion that would help OpenAI lease and finance a massive AI...

    Monday 27 July 2026
    Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties
    AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below...
    Monday 27 July 2026
    India's HCLTech plans US$4.4B AI data center
    HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence...
    Monday 27 July 2026
    IDMs target AI margins, boosting Taiwan power suppliers
    International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...
    Monday 27 July 2026
    SK Telecom forms SK Hyper to build 15GW of AI data centers by 2035
    SK Telecom has created a dedicated subsidiary, SK Hyper, to develop AI data center businesses and expand South Korea's domestic AI infrastructure. The move supports the government's...
    Monday 27 July 2026
    Nokia says AI spending is driving optical networking demand
    AI data center spending is pushing high-speed networking higher on enterprise procurement lists, and Nokia said its optical and IP networks have become major growth engines. The company...
    Monday 27 July 2026
    Samsung bolsters energy team as chip projects test power supply
    Samsung Group is recruiting current and former government energy officials for its in-house think tank as electricity infrastructure emerges as a key issue for its semiconductor expansion...
    Monday 27 July 2026
    Sovereign AI promises independence, but often deepens reliance on US vendors, Stanford report says
    Stanford researchers say the global push for sovereign AI is producing a paradox for governments seeking digital independence. The latest report from Stanford HAI argues that offerings...
    Monday 27 July 2026
    eSSD contracts surge as AI data centers shift spending from memory to storage
    Enterprise SSDs are emerging as a bigger priority in AI infrastructure as generative AI workloads move from training to inference and data centers need faster storage. Reports from...
    Sunday 26 July 2026
    Alphabet's purchase commitments surge past US$800 billion amid AI infrastructure expansion
    Alphabet disclosed in its latest quarterly filing that its purchase commitments and other contractual obligations had climbed to US$811 billion as of the end of June, underscoring...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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