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Thursday 12 February 2026
Mistral to invest EUR1.2bn in Swedish AI data centres to expand European compute capacity
Mistral AI will invest EUR1.2 billion (US$1.43 billion) to build large-scale AI data centres in Sweden, marking its first infrastructure expansion outside France. The move positions...
Thursday 12 February 2026
China dominates 90% of South Korea's EV fast-charger modules

South Korea is moving to domestically produce key components for electric vehicle (EV) fast chargers, as Chinese-made power modules account...

Thursday 12 February 2026
SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing
The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that...
Thursday 12 February 2026
Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure
On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence...
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...