News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Thursday 29 January 2026

Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

Thursday 29 January 2026

Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite

Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...

Thursday 29 January 2026

Meta targets 2026 for massive AI infra push following solid earnings

Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...

Thursday 29 January 2026

Taiwan and Germany expand trade ties as demand for chips and green tech rises

As demand accelerates for digital transformation, energy transition, and smart manufacturing, Taiwan and Germany appear poised to expand...

Thursday 29 January 2026

Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand

Elite Material Co. (EMC), a leading copper-clad laminate (CCL) manufacturer, has acquired land and buildings in Taiwan's Taoyuan Guanyin Industrial Park from Far Eastern New Century...

Wednesday 28 January 2026

Phison's Pascari SSDs power world's first lunar data center, set new reliability benchmark

Taiwan's leading NAND controller and storage solution provider, Phison Electronics Corp., recently announced that its enterprise SSD brand Pascari has partnered with US space data...

Wednesday 28 January 2026

Corning signs up to US$6 billion supply agreement with Meta for US data center expansion

Corning and Meta Platforms have agreed to a multiyear deal valued at up to US$6 billion to supply optical fiber, cable, and connectivity solutions for Meta's US data center expansion...

Wednesday 28 January 2026

Lightmatter leverages Taiwan ecosystem to bridge the gap between photonics prototypes and production

Lightmatter is hosting its Tech Day in Taiwan on January 28, 2026, following the announcement of strategic partnerships with Global Unichip Corp. (GUC), Cadence Design Systems, and...

Wednesday 28 January 2026

Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers

Collaboration combines GUC's ASIC design leadership with Lightmatter's industry-leading 3D CPO platform to redefine AI infrastructure scalability.Lightmatter, the leader...

Wednesday 28 January 2026

AI EXPO Taiwan 2026 to expand, unveiling new AI industry blueprint on March 25

The largest annual artificial intelligence (AI) ecosystem event, AI EXPO Taiwan 2026, is confirmed to take place from March 25-27, 2026, at the Taipei Expo Dome. Compared to previous...

Tuesday 27 January 2026

Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?

OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI...

Tuesday 27 January 2026

Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion

Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial...

Tuesday 27 January 2026

Sanmina reports surge in revenue driven by AI infrastructure expansion

Sanmina announced a robust start to fiscal year 2026, reporting a 59% year-over-year increase in revenue for its first quarter ended December 27, 2025. The company's performance was...

Tuesday 27 January 2026

Infineon pushes vertical power delivery for AI data center efficiency gains

As the race to scale artificial intelligence computing accelerates, global technology companies are committing large sums to AI infrastructure. Capital spending is climbing rapidly,...

Monday 26 January 2026

AI development shifts focus to real-world impact in 2026, signaling industry recalibration

Artificial intelligence (AI) development is entering a pivotal phase as the industry prepares to shift from showcasing model capabilities to assessing the technology's practical impact...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook