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Thursday 15 October 2026
OCP-recognized infrastructure spending forecast to hit US$800 billion by 2029, nearly triple prior estimate
IDC now expects worldwide spending on IT equipment recognized by the Open Compute Project (OCP) to reach about US$800 billion in 2029.
Thursday 15 October 2026
Iridium and Altair team up to extend IoT connectivity beyond cellular networks
Iridium Communications and Altair Semiconductor are joining forces to help IoT devices stay connected outside terrestrial coverage, a move that could affect industries from logistics...
Thursday 15 October 2026
Applied Materials tracks 100-plus fabs as cleanroom capacity limits equipment growth
Applied Materials tracked more than 100 wafer fabrication projects worldwide over the past two quarters as strong artificial intelligence demand continued to meet constraints in cleanroom...
Wednesday 14 October 2026
SEMICON West makes three-year commitment to Phoenix, home to over US$200B in chip investment
SEMI announced at a media event during SEMICON West 2026 that the exhibition will move to Phoenix, Arizona, in 2027 and shift to a spring schedule. SEMI Americas President Joe Stockunas...
Tuesday 13 October 2026
Solidigm adds first dedicated US govt relations exec
Solidigm, the SK Hynix subsidiary, has reportedly created its first senior post dedicated to US government relations, a move that could matter for chip investors, regulators, and customers...
Monday 12 October 2026
Taiwan manufacturers to showcase AI data center hardware at OCP summit in San Jose
The Open Compute Project (OCP) Global Summit 2026 will be held in San Jose, the US, from October 12 to 15, drawing several Taiwan-based manufacturers planning to present hardware for...
Thursday 8 October 2026
Google, Meta, and others commit nearly US$2 billion to open AI biology data
A new international funding push aims to build the data backbone for AI systems that could model biology, sharpen disease research, and speed drug discovery worldwide. The effort may...
Thursday 8 October 2026
Team Group posts record quarterly revenue as memory market tightens
Memory module maker Team Group reported a sharp rise in September 2026 revenue, amid a global memory upswing that may affect pricing, supply, and procurement decisions for server operators,...
Wednesday 7 October 2026
Micron licenses Netlist's memory tech for US$600M to settle patent dispute
Netlist and Micron reached a settlement for a patent dispute, with Micron agreeing to license Netlist's patents for US$600 million over 5 years. The deal concludes a complaint launched...
Wednesday 7 October 2026
Amata sees Chinese factories in Thailand rising fivefold over 10 years
Thailand's industrial landscape may shift further toward China as global supply chains continue to move across Southeast Asia. More broadly, the trend highlights how lower costs, trade...
Wednesday 7 October 2026
Rapidus adds Malaysian chip designers to its semiconductor network
Japan's Rapidus is widening its semiconductor push with help from four Malaysian IC design firms, a move that could strengthen chip-development support for customers worldwide. The...
Tuesday 6 October 2026
Samsung recasts India as global innovation base after three decades of manufacturing
Samsung Electronics says its India operations, which it set up in 1995, have evolved from a manufacturing base into a global innovation hub. The South Korean company is pitching the...
Tuesday 6 October 2026
OpenAI to watermark ChatGPT, Codex text in EU under AI Act
OpenAI will begin adding invisible, machine-readable watermarks to text generated by ChatGPT and Codex in the European Union (EU), as the company moves to comply with the EU AI Act's...
Friday 2 October 2026
Micron expands global fabs, calls on Taiwanese suppliers to go overseas
AI-driven memory demand is surging, and Micron has recently accelerated capacity expansion across multiple regions worldwide, including Taiwan, the US, Japan, Singapore, and India...
Thursday 1 October 2026
Applied Materials and Kioxia team up on AI-era memory tech
Applied Materials and Kioxia are joining forces at a Silicon Valley research hub to develop next-generation memory technologies that could shape AI systems used worldwide. The collaboration...