TSMC says surging AI demand is stretching the global chip industry beyond its usual planning cycle, with fast-changing procurement needs, labor shortages, and infrastructure constraints...
Google will expand its AI infrastructure research and development center in Taipei's Shilin district, adding 60% more office space, as it deepens work with Taiwan's supply chain on...
AI infrastructure expansion is accelerating demand for 800G and 1.6T optical modules, lifting first-half 2026 results across major Chinese suppliers and extending order visibility...
The most consequential figures on HPE's fiscal third-quarter earnings call on September 2 were not the results but the commitments standing behind them. According to Bloomberg's transcript...
JPC Connectivity said demand tied to artificial intelligence infrastructure continued to strengthen in the second quarter of 2026, lifting orders for optical communications, high-speed...
SB Energy, the data center and power infrastructure company under SoftBank Group, filed for an IPO with the US Securities and Exchange Commission (SEC) on September 1, planning to...
Exhibiting in the AI Technology Zone at Semicon Taiwan 2026, Zhen Ding Technology (ZDT) Group highlights two core product lines: 800G, 1.6T, XPO, and NPO high-end optical transceiver...
As AI and high-performance computing (HPC) continue to drive semiconductor advances, industry competition is shifting beyond chip performance toward packaging, cooling, assembly, and...
Elon Musk has restructured the SpaceX leadership team tasked with constructing the company's AI data centers, replacing several leaders with executives drawn from SpaceX's rocket and...
GoPro's planned US$285 million merger with Starman Optical could give the struggling action-camera maker a path to recapitalize its balance sheet and expand into optical transceivers,...
Dell Technologies closed its fiscal second quarter with revenue of US$47.0 billion, up 58% year over year, but the more telling number is what happened below the top line: operating...
As AI infrastructure drives demand for higher bandwidth, lower power consumption and faster connectivity, silicon photonics is becoming increasingly important to the...
South Korea's copper-clad laminate, or CCL, exports jumped sharply in the first seven months of 2026 as AI infrastructure investment and larger semiconductor packaging lifted demand,...
K-Safety Expo 2026, South Korea's leading dedicated safety-industry exhibition, will open September 2 at BEXCO in Busan, bringing together companies, government agencies, research...
