TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup...
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand...
Anthropic completed a US$35 billion private credit financing led by Apollo Global Management and Blackstone, the firm announced, in one of the largest deals in the private credit market...
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain...
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that...
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook...
SpaceX's multibillion-dollar cloud agreement with Google underscores a growing shift in the AI industry from building proprietary models to monetizing computing infrastructure. The...
Largan Technology is set to hold its annual shareholder meeting on June 9, and investors worldwide will be watching for signals on handset demand, manufacturing capacity, and its push...
KT Cloud is accelerating its artificial intelligence data center rollout in South Korea with modular construction, alternative power sourcing, and a digital twin operations platform...
France secured more than EUR110 billion (US$126.8 billion) in artificial intelligence and data center investment commitments at the recent Choose France summit, with the largest single...
Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global...
ASRock Rack, a subsidiary of Pegatron Group's ASRock Inc., has won an order to supply 587 GPU servers equipped with Nvidia B200 accelerators to Japan-based AI infrastructure provider...
JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing,...
