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Monday 9 November 2026
Nvidia teams up with SK Telecom and Rebellions to develop AI inference systems
Nvidia, SK Telecom and South Korean AI chip startup Rebellions have agreed to develop rack-scale AI inference systems that combine Nvidia GPUs with Rebellions' next-generation neural...
Monday 9 November 2026
Doosan expands CCL production in China and South Korea to meet AI demand
Doosan is moving ahead with a roughly KRW970 billion (approx. US$716 million) expansion of copper-clad laminate (CCL) production in South Korea and China as demand for AI accelerators,...
Monday 9 November 2026
DeepSeek Harness active users quadruple as plugin ecosystem expands
DeepSeek said its open-source AI agent framework, DeepSeek Harness, had 1.54 million daily active users as of November 4, more than quadrupling in less than three months. The company...
Monday 9 November 2026
In US-China AI data center race, America's 118 GW capacity forecast faces China's rapid expansion by 2030
Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through...
Monday 9 November 2026
Commentary: AI investment doubts rise, but chip demand keeps surging
Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions...
Monday 9 November 2026
China Mobile's US$75 billion 2027 procurement plan signals a seismic shift towards AI computing
China Mobile plans procurement exceeding CNY500 billion (≈ US$75.1 billion) in 2027, including more than CNY100 billion for AI computing infrastructure, signaling a shift from...
Monday 9 November 2026
Innodisk says AI applications now generate more than 40% of revenue as 3Q26 profit jumps
Innodisk said AI-related applications generated more than 40% of its revenue as demand for high-end AI server memory and storage lifted third-quarter results. The Taiwanese industrial...
Monday 9 November 2026
India's semiconductor expansion faces testing capacity risks as OSAT investments advance
India's push to expand semiconductor assembly and packaging capacity risks outpacing the development of its chip testing infrastructure, potentially increasing costs and prolonging...
Monday 9 November 2026
Podcast highlights: Apple hoards supplies via long-term contracts; Intel reverts 18A to Intel 3
Recent earnings reports from Apple and Intel highlight growing supply-chain strain driven by soaring memory costs and massive AI infrastructure build-outs. DIGITIMES analyst...
Monday 9 November 2026
Weekly news roundup: AI compute race intensifies as DRAM rivals diverge and chipmakers expand investments
This week's coverage highlights accelerating competition across AI infrastructure, semiconductor manufacturing and advanced memory. Sweden launched the NVIDIA-based Sferical One supercomputer...
Monday 9 November 2026
Commentary: China's AI data center catch-up hinges on three US policy scenarios
The US AI data center expansion is entering a critical phase, with electricity supply and local governance emerging as major constraints. Democrat Gina Hinojosa's victory in the 2026...
Friday 6 November 2026
Commentary: US governors target AI data centers as Taiwan firms await Nvidia outlook
Following the 2026 US gubernatorial elections, four states that host major AI data centers—Texas, Ohio, Georgia, and Pennsylvania—could impose tighter controls on new projects...
Friday 6 November 2026
US election backlash reshapes AI data center expansion strategies
Companies at the forefront of the AI infrastructure buildout in the US are taking different approaches following the results of this week's midterm elections, which saw a nationwide...
Friday 6 November 2026
Taiwan science park debt tops NT$160 billion as NSTC targets faster repayment
Debt held by Taiwan's science park operating funds reached NT$163.54 billion (approx. US$4.97 billion) as of the end of September 2026, while the National Science and Technology Council...
Friday 6 November 2026
Meta faces political pushback over US data center expansion
The US midterm election and referendum results show broad public opposition to building more data centers, raising the prospect of tougher local-government reviews for large-scale...