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Friday 28 August 2026
Humanoid robot demand boosts planetary gear reducers
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...
Friday 28 August 2026
ASIC makers see CSP orders stay strong through 2028
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...
Friday 28 August 2026
KKCompany taps PressPlay to expand into knowledge learning, creator economy
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...
Friday 28 August 2026
Nvidia forms PAC to expand Washington lobbying
According to Bloomberg, Nvidia has formed a federal political action committee (PAC), expanding its Washington presence as governments debate artificial intelligence rules...
Friday 28 August 2026
Nvidia's upbeat outlook points to tighter AI supply chains ahead
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...
Friday 28 August 2026
Exemption that shields US$143 billion of US server imports is now on the table
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%...
Friday 28 August 2026
Long-term contracts tie up InP capacity due to data center optics demand
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...
Friday 28 August 2026
Renesas opens physical AI, robotics lab in Beijing
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...
Thursday 27 August 2026
Trump declares emergency over foreign grid equipment, likely eyeing Chinese power hardware
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...
Thursday 27 August 2026
Nvidia Vera Rubin drives 800VDC, lifts BBU demand
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...
Thursday 27 August 2026
Chart: Hyperscale capex dollar is buying less Nvidia than it did one year ago
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...
Thursday 27 August 2026
Foxconn reportedly weighs major India expansion as global manufacturing footprint grows
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...
Thursday 27 August 2026
Nvidia's inventory build shifts upstream as memory costs bite
Nvidia closed its second fiscal quarter with US$31.6 billion of inventory, but the more consequential change is what that inventory now consists of. Work in process and raw materials...
Thursday 27 August 2026
Chart: Nvidia's segment split tells only half the AI demand story
Nvidia's data center business now splits almost evenly between hyperscalers and everyone else — US$48.7 billion against US$40.3 billion in the July quarter. The obvious reading...
Thursday 27 August 2026
Analysis: From Starlink to Starmind, Nvidia deal reveals SpaceX's blueprint for an orbital AI economy
The recent disclosure of SpaceX's partnership with Nvidia to deploy Vera CPUs as part of the architecture behind SpaceXAI's Starmind AI satellite was an outright showcase of where...