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    China smartphone market rebounded in April, with Apple poised to benefit most
    May 27, 18:51
    Huawei’s Tau law draws DeepSeek-style buzz amid chip restrictions
    May 27, 18:50
    NEWS TAGGED INFRASTRUCTURE
    Thursday 28 May 2026
    Commentary: China's AI chip certification becomes new market gatekeeper
    China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something...
    Thursday 28 May 2026
    ByteDance's chip ambition grows with US$70 billion capex plan
    ByteDance is considering a sharp increase in capital spending this year as the TikTok owner pushes deeper into artificial intelligence infrastructure — a move that could make...
    Thursday 28 May 2026
    Marvell raises multi-year outlook as AI data center demand drives accelerating growth
    On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure,...
    Thursday 28 May 2026
    Marvell eyes XPU and attach wins as pillars of custom silicon growth
    Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale...
    Thursday 28 May 2026
    Marvell expands silicon photonics, switching, and interconnect roadmap
    Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that...
    Thursday 28 May 2026
    China Airlines rides Taiwan's AI boom to record cargo profits

    China Airlines said demand tied to artificial intelligence (AI) infrastructure and semiconductor shipments is helping fuel a strong rebound...

    Wednesday 27 May 2026
    Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
    The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain...
    Wednesday 27 May 2026
    IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity
    IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services...
    Wednesday 27 May 2026
    Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
    Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices...
    Wednesday 27 May 2026
    Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market
    Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI...
    Wednesday 27 May 2026
    Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges
    Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned...
    Wednesday 27 May 2026
    AI infrastructure spending lifts Taiwan electronics sector outlook
    Cloud providers' large-scale investments in AI infrastructure have strengthened demand for Taiwan's electronics supply chain, boosting optimism among local manufacturers, according...
    Tuesday 26 May 2026
    Nvidia and Marvell CEOs to share Computex stage— How US$2 billion turned rivals into partners
    When Nvidia quietly wrote a US$2 billion check to Marvell Technology earlier this year, it was less a financial bet than a strategic maneuver — one that converted a potential...
    Tuesday 26 May 2026
    The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
    As AI clusters continue to scale, traditional interconnect architectures are facing new limits in bandwidth, power efficiency, and system integration. Co-Packaged Optics is emerging...
    Tuesday 26 May 2026
    Wiwynn expands US capacity as AI server boom strains power and supply chains

    Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure...

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    New Power WorldWide
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook