Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...
At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase...
A rule published in the Federal Register on September 11 pushes US communications supply-chain...
The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked...
Jensen Huang used a Goldman Sachs conference appearance to argue that the constraints on AI's build-out are expanding from silicon into...
Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...
Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...
Japanese electronics giant NEC stopped development of gate-based superconducting quantum computer hardware at the end of March 2026...
