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    GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
    13min ago
    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan
    19min ago
    China’s AI industry accelerates shift to Huawei’s Ascend ecosystem
    May 5, 17:34
    Why did memory price surge hits Samsung mobile profits while Apple still posts record gains
    May 5, 17:34
    Hyundai Motor Group pushes ecosystem strategy beyond humanoid robot hype
    May 5, 17:34
    NEWS TAGGED INFRASTRUCTURE
    Wednesday 6 May 2026
    AMD earnings call: AI is turning CPUs back into the main event

    AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

    Wednesday 6 May 2026
    Seetel secures JC-STAR dual certification to enter Japan energy storage market
    Taiwan startup Seetel New Energy announced on May 5 that its self-developed energy management and battery management systems have passed Japan Cyber STAR certification from the Information-technology...
    Wednesday 6 May 2026
    Lumentum sees explosive expansion as AI demand fuels record results
    Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
    Wednesday 6 May 2026
    From China to Arizona: How AI and TSMC are redrawing Taiwan's economic map
    Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's...
    Wednesday 6 May 2026
    AMD lifts outlook as AI demand fuels data center growth
    On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...
    Tuesday 5 May 2026
    Google's TPU push hits Nvidia's neocloud grip

    Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

    Tuesday 5 May 2026
    Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
    The AI spending arms race just got more expensive — and more consequential.
    Tuesday 5 May 2026
    Lattice Semiconductor strikes US$1.65B deal for AMI as AI data center demand drives record growth
    Lattice Semiconductor has signed a definitive agreement to acquire AMI, a leading provider of platform firmware and infrastructure manageability software, for US$1.65 billion. The...
    Monday 4 May 2026
    ADT lands US AI chip deal using Samsung 4nm
    ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based AI fabless company to develop and supply HPC SoC chiplets for AI data-center applications...
    Monday 4 May 2026
    DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era
    As global demand for AI infrastructure accelerates, the collaboration between Taiwan and South Korea—the core pillars of the global semiconductor supply chain—is critical...
    Monday 4 May 2026
    Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia

    Cerebras Systems is preparing to raise up to US$4 billion in an initial public offering, targeting a valuation of about US$40 billion,...

    Monday 4 May 2026
    Meta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift
    Meta Platforms has acquired Assured Robot Intelligence (ARI), a startup focused on AI models for humanoid robots, marking another step in the company's broader push into physical-world...
    Monday 4 May 2026
    GUC and Wiwynn partner for next-generation AI system infrastructure

    Global Unichip Corp. (GUC), the Advanced ASIC Leader, today announced a strategic technical collaboration with Wiwynn, an innovative cloud IT infrastructure provider...

    Monday 4 May 2026
    India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

    India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors,...

    Sunday 3 May 2026
    CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain
    At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook