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...
This week's coverage highlights accelerating competition across AI infrastructure, semiconductor manufacturing and advanced memory. Sweden launched the NVIDIA-based Sferical One supercomputer...
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...
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...
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...
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...
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...
SK Hynix's US-based artificial intelligence (AI) investment arm, HYAICO Corporation, has acquired a stake in AI infrastructure provider Penguin Solutions from an SK Telecom affiliate...
A slower US build-out of AI infrastructure after the Democratic Party's midterm sweep could cost China more economically than it gains strategically, Bloomberg Economics said, because...
US space company SpaceX has developed reusable Falcon 9 and Falcon Heavy rocket boosters, saving between US$32 million and US$46.5 million every time a booster is reused. To date,...
The midterm election results reshaped the US Congress and the local political landscape. It also introduced new uncertainty for the rapidly expanding AI industry. Democratic victories...
China's second-largest contract chipmaker, Hua Hong Grace Semiconductor, is expanding into silicon photonics and power management chips to capitalise on AI infrastructure demand, following...
Naver is preparing to launch its Nvidia-backed AI factory business after securing an infrastructure agreement with Brookfield worth up to US$9 billion. With OpenAI and Anthropic seen...
Samsung SDS has begun construction of a 60MW AI data center in Gumi, South Korea, to support industrial robots and other AI applications. The project marks the first concrete step...
UK-based AI computing infrastructure startup Nscale, backed by Nvidia, is planning a US$35 billion initial public offering (IPO) in 2026. However, Microsoft, one of its major customers,...
