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Friday 3 July 2026
Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently...

Friday 3 July 2026
Intel takes aim at TSMC's CoWoS lead with EMIB-T
As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components...
Friday 3 July 2026
Global server demand is set to stay strong through 2027 as supply chain pressure widens

Global server demand is expected to stay strong through 2027, with implications for cloud operators, hardware makers, and data center...

Friday 3 July 2026
Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange...

Friday 3 July 2026
Meta's reported cloud push fuels debate over AI chip demand

Meta's reported plan to expand into cloud services is drawing fresh scrutiny from global investors and chip suppliers. The move could...

Friday 3 July 2026
Meta compute plan revives AI bubble worries, but server suppliers stay upbeat

Meta is reportedly preparing to sell excess AI compute, reigniting debate over whether the artificial intelligence boom is overheating...

Friday 3 July 2026
UBTech CEO says robots will take over most physical jobs in 20 years
UBtech Robotics founder and CEO Jian Zhou said at the company's 2026 global launch event that humanoid robots will gradually take over most physical and repetitive work within the...
Friday 3 July 2026
Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Driven by Nvidia, the global AI wave is moving quickly from generative AI toward physical AI, and the shift is already changing the...

Friday 3 July 2026
Musk eyes Mesh Optical deal as AI data centers push beyond copper
Elon Musk has moved to acquire optical communications startup Mesh Optical Technologies, according to reports cited by Reuters on June 27 in the US. The deal comes as high-speed...
Thursday 2 July 2026
Supermicro: We are cooperating with Taiwan, not under investigation

Supermicro has pushed back against media characterizations of this week's events in Taiwan, saying the company is a cooperating party...

Thursday 2 July 2026
Singapore files additional fraud and money laundering charges in Nvidia-linked server case

Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against...

Thursday 2 July 2026
Nvidia and nuclear energy startup Valar test microreactor to power AI data center
Nuclear energy startup Valar Atomics said on July 1 it is partnering with Nvidia to develop a small data center in Utah, an effort the companies say will demonstrate how computing...
Thursday 2 July 2026
China ICT vendor H3C enters new AI server chapter after Unisplendour leadership reset

Unisplendour has reset its leadership as H3C, its core ICT subsidiary, enters a tougher phase in China's AI infrastructure buildout...

Thursday 2 July 2026
AI server probe pulls back the curtain on the evolving journey of Taiwan's motherboard industry

An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran...

Thursday 2 July 2026
SoftBank leads Japan's sovereign AI push, with Foxconn eyeing the compute backbone

Japan's sovereign AI push is moving from policy ambition to industrial buildout, with SoftBank-backed Noetra at the center, and Foxconn...