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    US tariffs and FCC curbs redraw the drone supply chain — and Taiwan sees an opening
    4min ago
    AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
    12min ago
    Weekly news roundup: AI expansion fuels supernodes, post-HBM memory, liquid cooling and supply-chain shifts
    33min ago
    Stripe reportedly agrees to buy AI routing startup OpenRouter for more than US$7 billion
    35min ago
    NEWS TAGGED INFRASTRUCTURE
    Monday 17 August 2026
    Kaynes Semicon eyes photonics, quantum security and neuromorphic chips in India tech push
    Kaynes Semicon is looking at silicon photonics (SiPh) and co-packaged optics (CPO), post-quantum security, and neuromorphic computing as potential areas for expansion as India prepares...
    Monday 17 August 2026
    India roundup: India's electronics push gains momentum as water, China ties and chip incentives collide

    India's electronics and AI infrastructure ambitions are accelerating, but mounting environmental...

    Monday 17 August 2026
    T-glass demand surges as IC substrate makers see shortages through 2028
    As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...
    Monday 17 August 2026
    Fu Chun Shin lifts second quarter margins on stronger electronics demand
    Fu Chun Shin Machinery said rising investment in smart manufacturing and AI infrastructure lifted demand for high-precision, high-efficiency, and intelligent equipment across ICT,...
    Sunday 16 August 2026
    Edgecore pushes all-optical networking for distributed AI data centers
    Edgecore Networks said distributed AI infrastructure will become more important as data centers run into limits on power, space, and cooling. Speaking at the 2026 OCP APAC Summit,...
    Friday 14 August 2026
    Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race
    The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation...
    Friday 14 August 2026
    AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers
    Data center infrastructure providers reported revenue gains across baseboard management controllers (BMCs), optical modules, power supply components, and thermal management products...
    Friday 14 August 2026
    AI infrastructure enters multi-architecture fabric competition; Optical-copper interconnects and supply-chain coordination determine system performance

    Introduction

    Friday 14 August 2026
    South Korea chip cluster could expand to nine fabs as SK plans new investment
    South Korea's planned southwestern semiconductor cluster could eventually expand from four fabs to as many as nine as the government accelerates land, power, and infrastructure work...
    Friday 14 August 2026
    Alibaba Cloud's 6-year evolution: five super data centers pivoting to AI compute

    Alibaba Cloud's Lingjun Zhenwu M890 supernode has officially gone live, with its initial commercial deployment in Ulanqab, Inner Mongolia—the...

    Friday 14 August 2026
    OCP APAC 2026: What if AI's next efficiency breakthrough is simply moving less?

    For years, the logic of AI infrastructure has been straightforward: move more data, push more power, transmit more signals, remove...

    Friday 14 August 2026
    Alibaba Cloud races ahead with Ulanqab AI infrastructure
    Since early 2026, AI upstarts such as DeepSeek have increasingly pivoted toward building or co-owning their own data centers. This reflects a broader shift across China's AI sector:...
    Friday 14 August 2026
    Alibaba Cloud cuts AI data center build time to 100 days, triples global modular capacity
    Alibaba Cloud has cut the delivery cycle for large AI data centers to 100 days with its CUBE 5.0 modular architecture, while lowering construction costs by more than 10% and increasing...
    Friday 14 August 2026
    Chinese analog chipmaker Novosense returns to profit on AI server, auto demand
    Suzhou Novosense Microelectronics expects to return to profitability in the first half of 2026, with revenue rising nearly 67% as demand for AI computing infrastructure, automotive...
    Friday 14 August 2026
    Nvidia Feynman pushes TSMC A16 and CPO ramp

    Nvidia is accelerating development and supply-chain alignment for its Feynman generation in the second half of 2028, even as Vera Rubin...

    1/102 pages
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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