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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    Aug 5, 18:36
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    Aug 5, 18:36
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    Aug 5, 18:35
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    Aug 5, 18:35
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    Aug 5, 18:35
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    Aug 5, 18:33
    NEWS TAGGED INFRASTRUCTURE
    Wednesday 5 August 2026
    Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks
    Taiwan is moving from early-stage research into commercialization of next-generation communications technologies after the Executive Yuan approved a NT$27 billion (US$833 million)...
    Wednesday 5 August 2026
    Naver taps Brookfield for up to US$9 billion in data center financing

    Naver is considering an asset-light structure for a US$10 billion data center expansion under which a Brookfield-led investment vehicle...

    Wednesday 5 August 2026
    Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure
    Kioxia and Sandisk have introduced a next-generation QLC 3D flash memory technology that boosts storage density, bandwidth, and power efficiency, a development that could help global...
    Wednesday 5 August 2026
    Airoha optical comms revenue doubles as broadband lands CSPs
    Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix...
    Wednesday 5 August 2026
    Analysis: Musk's empire closes in on China — from orbit to the factory floor

    SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...

    Wednesday 5 August 2026
    Anthropic's scramble for compute is reshaping how AI labs finance their chips

    Anthropic's US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd. is the latest sign that the Claude...

    Wednesday 5 August 2026
    Starlink prepares terrestrial mobile push as SpaceX targets US carrier market

    Starlink is preparing to move beyond satellite broadband and direct-to-device coverage into a broader mobile communications business,...

    Wednesday 5 August 2026
    From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
    SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence...
    Wednesday 5 August 2026
    SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
    SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment...
    Wednesday 5 August 2026
    Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
    Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios,...
    Wednesday 5 August 2026
    US reportedly expands AI infrastructure security push with planned restrictions on Chinese optical transceivers

    The Trump administration is preparing new restrictions on Chinese-made optical transceivers used in AI data centers, broadening Washington's...

    Wednesday 5 August 2026
    Research Insight: Samsung indicates diversification in AI memory demand, LTA reshapes supply
    Samsung Electronics' memory business was the clear focus of its second quarter 2026 earnings call, accounting for about one-third of the Q&A session. DIGITIMES Intelligence said...
    Wednesday 5 August 2026
    From chip to grid: OCP CEO George Tchaparian on redefining data center architecture for the AI era
    Ahead of the OCP APAC Summit in Taipei, George Tchaparian says co-packaged optics (CPO) gives Taiwan an opportunity to turn its manufacturing and packaging expertise into global...
    Tuesday 4 August 2026
    AI's payback math: how long can servers last?

    Amazon's second-quarter 2026 results beat market expectations by a wide margin, but rapidly expanding investment in artificial intelligence...

    Tuesday 4 August 2026
    Sandisk and SK Hynix release HBF spec to advance AI memory standard
    Sandisk and SK Hynix have published a technical specification for high-bandwidth flash through the Open Compute Project, a move that could shape future AI infrastructure worldwide...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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