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    OpenAI projects US$280B revenue by 2030, plans US$600B in spending
    25min ago
    NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
    Friday 13 February 2026
    Shihlin Electric expands in North America as orders extend to 2030

    Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience...

    Friday 13 February 2026
    Quanta boosts Thailand investment to expand AI server capacity
    Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing...
    Friday 13 February 2026
    Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp
    Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources...
    Thursday 12 February 2026
    Nvidia CEO praises Foxconn's AI server leadership at company sports event
    Foxconn held its annual company-wide sports carnival on February 12, 2026. During the opening remarks, Nvidia CEO Jensen Huang delivered a video message highlighting the seamless partnership...
    Thursday 12 February 2026
    China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure
    Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...
    Thursday 12 February 2026
    Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

    Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

    Thursday 12 February 2026
    Mistral to invest EUR1.2bn in Swedish AI data centres to expand European compute capacity
    Mistral AI will invest EUR1.2 billion (US$1.43 billion) to build large-scale AI data centres in Sweden, marking its first infrastructure expansion outside France. The move positions...
    Thursday 12 February 2026
    Taiwan ODMs split in early 2026 as business transition takes hold

    Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI...

    Thursday 12 February 2026
    Hyundai-controlled Boston Dynamics changes CEO as robots near market
    Robert Playter will step down as chief executive of Boston Dynamics, effective immediately, the company said Tuesday, marking the end of a tenure that spanned more than three decades...
    Thursday 12 February 2026
    Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure
    On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence...
    Thursday 12 February 2026
    Trust over tech: Boston Dynamics sets humanoid robot safety blueprint
    As humanoid robots transition from research labs to real-world applications, Boston Dynamics says trust will determine whether they can be deployed at scale in manufacturing. In parallel,...
    Wednesday 11 February 2026
    Analysis: Arm pivots to data centers as smartphones slump
    Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...
    Wednesday 11 February 2026
    AI demand fuels photonics-semiconductor convergence at APE 2026
    As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center...
    Wednesday 11 February 2026
    Foxconn drops bid for Sharp's Japan LCD plant
    Sharp said on February 10, 2026, that the planned sale of its Kameyama No. 2 liquid crystal display factory in central Japan to its Taiwanese parent, Foxconn, had collapsed after the...
    Wednesday 11 February 2026
    Memory squeeze from AI demand threatens industrial PC margins and delivery timelines
    The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...
    2/107 pages
    aiexpo2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook