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    Is the AI boom really a bubble? Jensen Huang isn’t convinced
    8h 59min ago
    Taiwan's foundry industry remains irreplaceable with strong export growth in October 2025
    8h 59min ago
    Huawei drives Shenzhen to become China's second largest IC design hub in 2025
    8h 59min ago
    What does Wei-ren Luo wants to achieve in his return to Intel?
    8h 59min ago
    Apple increased A19 chip orders by 5 million units, prompting TSMC to adjust capacity
    8h 59min ago
    Supply chain disruption from Nexperia issue boosts chip orders for Taiwanese suppliers
    8h 59min ago
    NEWS TAGGED INFRASTRUCTURE
    Tuesday 18 November 2025
    South Korean President and SoftBank's Son to discuss AI investment and Stargate
    South Korean President Jae-Myung Lee is coordinating a meeting with SoftBank chairman Masayoshi Son, expected to take place in 2025. The discussion is speculated to focus on AI investments...
    Tuesday 18 November 2025
    Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped
    Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale...
    Tuesday 18 November 2025
    PGC Strengthens Cloud and AI ASIC Acceleration with Synopsys' Next-Generation Interface and Memory IP on Advanced Nodes

    As AI workloads scale across global cloud infrastructure, chip designers face a persistent challenge: balancing compute throughput, bandwidth, and power efficiency amid...

    Monday 17 November 2025
    Microsoft launches AI superfactory to mitigate grid load
    Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training,...
    Monday 17 November 2025
    Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027
    Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.
    Friday 14 November 2025
    G-Shank sees strong AI-driven growth for stamping parts
    G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC),...
    Friday 14 November 2025
    Fortune Electric invests NT$2.5 billion to expand transformer production amid US AI infrastructure boom
    Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...
    Friday 14 November 2025
    China's supernode boom sends warning to Nvidia

    Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

    Friday 14 November 2025
    Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem
    At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November...
    Friday 14 November 2025
    From scale-up to scale-across: How AI data centers are redefining transmission technology
    The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...
    Thursday 13 November 2025
    Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race
    Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive...
    Thursday 13 November 2025
    Rising demand for AI computing drives data center upgrades and power system innovation
    The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...
    Thursday 13 November 2025
    Anthropic aims for profitability by 2028 while OpenAI's losses could reach US$74 billion
    AI startup Anthropic is projected to break even by 2028, fueled by steady enterprise client revenue, whereas OpenAI is expected to continue incurring significant operating losses...
    Thursday 13 November 2025
    Microsoft speeds up AI chip development with OpenAI IP licensing
    Microsoft has accelerated its artificial intelligence (AI) chip development by licensing proprietary chip and system design innovations from OpenAI, CEO Satya Nadella disclosed during...
    Thursday 13 November 2025
    GlobalFoundries raises 4Q25 outlook on strong auto, data center demand
    GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...
    2/42 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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