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    Shanghai HiSilicon expands DDI push across all display sizes
    9h 11min ago
    Applied Materials CEO outlines a trio of innovation priorities for AI chip race
    9h 11min ago
    China’s domestic AI chips target 3D packaging, optical interconnects and software ecosystems
    9h 11min ago
    AI accelerator growth shifts toward value, not volume
    9h 11min ago
    Analysis: China’s EV exports shift from volume to value as rebates shrink
    9h 11min ago
    NEWS TAGGED INFRASTRUCTURE
    Tuesday 13 October 2026
    Nvidia and Cisco unveil new optics design to help scale AI factories
    Nvidia and Cisco have introduced a new pluggable optics form factor to expand AI infrastructure without sharply increasing power use or network complexity. For global cloud operators,...
    Tuesday 13 October 2026
    Global PC shipments plunge 20% in 3Q26
    Global PC shipments, including desktops, notebooks, and workstations, fell more than 20% year-over-year in the third quarter of 2026 as inventory pressure and weak demand hit the market...
    Tuesday 13 October 2026
    Intel CEO warns AI hardware shortages could last up to 3 years
    Intel CEO Lip-Bu Tan warned in Singapore that demand for AI infrastructure continues to outpace supply, with hardware shortages unlikely to ease significantly over the next 2–3...
    Tuesday 13 October 2026
    TSMC power plant funding talks still conceptual, says Taipower
    Electricity demand from semiconductor manufacturing, memory production, advanced packaging, and server assembly is rising rapidly, fueling reports that Taiwan Power Company (Taipower)...
    Tuesday 13 October 2026
    Broadcom, Intel CEOs warn capital could become AI's biggest bottleneck
    The AI boom could face a new constraint as financing costs and questions over returns threaten to slow infrastructure investment, even as demand for computing hardware remains stro...
    Tuesday 13 October 2026
    AMD Helion aims to reshape data center design for agentic AI
    AMD has introduced Helion, an open rack architecture designed for agentic AI workloads that could change how data centers allocate compute, power, and cooling. The system targets hyperscale...
    Monday 12 October 2026
    Chenbro Micom expands into Nvidia Vera Rubin rack-scale systems, 2026 revenue already tops full-year 2025
    Taiwanese server chassis maker Chenbro Micom is expanding its role in AI infrastructure, moving beyond traditional server enclosures into high-end AI servers and rack-level solutions...
    Monday 12 October 2026
    Microsoft calls for observable AI systems with emergency shutdown controls
    Microsoft urged organizations to design artificial intelligence systems as observable, controllable infrastructure rather than opaque "black boxes," arguing that people must be able...
    Monday 12 October 2026
    AI racks approach megawatt power levels as SiC, GaN, silicon divide power delivery roles
    The rapid expansion of AI infrastructure is driving demand for higher power and voltage levels, pushing power semiconductor development toward greater efficiency, higher power density,...
    Monday 12 October 2026
    SK Hynix's US$299 billion chip plan faces military base hurdle
    SK Hynix's proposed KRW400 trillion (approx. US$299 billion) semiconductor expansion in southwestern South Korea faces a major obstacle as the company races to increase memory production...
    Monday 12 October 2026
    Taiwan manufacturers to showcase AI data center hardware at OCP summit in San Jose
    The Open Compute Project (OCP) Global Summit 2026 will be held in San Jose, the US, from October 12 to 15, drawing several Taiwan-based manufacturers planning to present hardware for...
    Monday 12 October 2026
    India roundup: AI data center buildout accelerates as semiconductor push continues to broaden

    India's technology buildout is deepening across semiconductors and AI infrastructure, with chip IP, packaging and equipment initiatives advancing...

    Monday 12 October 2026
    Nanya Plastics deepens push into power engineering as AI infrastructure demand rises
    Nanya Plastics Corporation is expanding into heavy electrical equipment and power engineering, a move that could ripple beyond Taiwan as global demand for AI data centers, grid upgrades,...
    Thursday 8 October 2026
    SpaceX pursues US$40 billion Nvidia chip financing while Terafab charts path to AI compute independence
    SpaceX is reportedly seeking US$40 billion in financing to purchase Nvidia chips, a massive capital commitment driven by surging artificial intelligence (AI) computing demand. Viewed...
    Thursday 8 October 2026
    Bloom Energy SOFC system to support AOI's Taiwan expansion

    Taiwan-based energy solutions provider Leadray Energy has partnered with Bloom Energy to deploy a solid oxide fuel cell (SOFC) on-site power generation...

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    Edge-Cloud Computing Blocks Scams Before the Click
    Thursday 8 October 2026
    Nuvoton, AMI Empower AI Factories Via Arbel NPCM8XX OpenBMC