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Friday 7 August 2026
Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets...

Friday 7 August 2026
Inside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab,...

Friday 7 August 2026
Microsoft launches fourth cloud region in India as AI demand accelerates
Microsoft has opened its India South Central cloud region in Hyderabad, expanding local capacity for customers in one of the world's fastest-growing digital markets. The move could...
Friday 7 August 2026
Wistron rumored to win Oracle AI server order as new customers expand
Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order...
Friday 7 August 2026
Inventec forecasts weaker notebook shipments as server growth continues in the third quarter
Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments...
Friday 7 August 2026
Chinese optical suppliers confront FCC threat after US$19.1B sell-off

Chinese optical transceiver suppliers are trying to calm investors after reports that the US Federal Communications Commission (FCC) may...

Friday 7 August 2026
Why countering drones is the ultimate stress test for on-device AI

Drones, robots and self-driving vehicles are becoming the new proving ground for artificial intelligence. Machines are taking on more...

Thursday 6 August 2026
Taiwan unveils four semiconductor pillars for Smart Nation 2.0 plan

On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with...

Thursday 6 August 2026
iBase Solution unit lands U.S. optical module cooling orders after July launch
Industrial computer maker iBase Solution said its new subsidiary, which began operations in July 2026, has already moved into production after completing qualification with US customers...
Thursday 6 August 2026
Chunghwa Precision Test posts record July revenue on AI chip demand
Chunghwa Precision Test Tech. reported record monthly revenue in July 2026, as demand for AI and high-performance computing (HPC) testing products rose across data center and cloud...
Thursday 6 August 2026
Jeter says AI shipping demand and geopolitics lifted first-half profit
Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...
Thursday 6 August 2026
Auras Technology sees July 2026 revenue more than double on liquid cooling demand
Auras Technology reported a sharp rise in July 2026 revenue, more than doubling from a year earlier. The increase was mainly driven by customers expanding the adoption of liquid cooling...
Thursday 6 August 2026
India proposes extension for electronics manufacturing tax breaks and loosening data center rules in new bill
India's Taxation and Other Laws (Amendment) Bill, 2026, gives foreign suppliers to the country's electronics contract manufacturers a decade of extra tax certainty and removes some...
Thursday 6 August 2026
US weighs Chinese optical transceiver ban, putting AI data center supply at risk

The Trump administration is preparing to extend US technology restrictions deeper into the artificial intelligence supply chain, with the...

Thursday 6 August 2026
Dark fiber essential for next-gen distributed AI centers

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand...