AI infrastructure is entering a phase in which GPUs are no longer the only constraint. Nvidia's Vera Rubin generation is pushing rack power high enough to force parallel changes in...
As society ushers in the agentic AI era, the AI infrastructure space is simultaneously undergoing intense competition that increasingly tests the limits of technology, as industry...
As artificial intelligence (AI) chips continue to scale up in physical size, semiconductor competition is rapidly extending beyond front-end node scaling into advanced packaging. The...
Apex Dynamics is optimistic about its business outlook for the second half of 2026, with planetary gear reducers emerging as a key growth driver. The company said its results for the...
The four major US cloud service providers (CSPs) have already rewritten their 2026 capital expenditure records, and ASIC vendors are increasingly confident that demand will remain...
KKCompany Technologies, parent of KKBOX, will officially list on the Taipei Exchange's Emerging Stock Board on August 31, with chairman and CEO Steve Wang detailing, for the first...
According to Bloomberg, Nvidia has formed a federal political action committee (PAC), expanding its Washington presence as governments debate artificial intelligence rules...
Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's...
For all the noise Donald Trump has made about taxing semiconductors, the measure that actually took effect in January 2026 barely touched the machines the AI build-out runs on. A 25%...
Compound semiconductor supply-chain players say China has recently eased some substrate export controls, but the upgrade of high-frequency transmission in AI data centers toward 200G...
Renesas Electronics has opened a physical AI and robotics lab in Beijing, a move that could speed the development of safer, smarter machines for factories, logistics, and homes worldwide...
US President Donald Trump signed an executive order on August 26 declaring a national emergency over the security of America's electrical grid. It restricts the purchase, import, and...
Nvidia's GPU roadmap is pushing 800VDC into the spotlight as a key next-generation breakthrough, with battery backup modules (BBUs) set to gain in both quality and volume as high-density...
The five largest cloud operators spent US$181.5 billion on property and equipment in the June quarter, 87% more than a year earlier. Nvidia's hyperscale revenue was US$48.7 billion...
Hon Hai Technology Group, better known as Foxconn, is expanding its global manufacturing footprint through new land acquisitions, factory development, and capacity upgrades as demand...
