Samsung Electronics' sales to China and the US surged in the first half of 2026 as an AI-driven memory upcycle boosted its semiconductor business, while Nvidia did not rank among the...
Nvidia is approaching an agreement to provide credit guarantees of around US$100 billion for OpenAI's 10GW data center in Ohio, among the largest AI infrastructure projects ever, according...
The tech industry has long been fixated on one persistent bottleneck: the physical limitations of high compute in the AI era. But what if the industry's focus, rather than pouring...
Stripe has reportedly finalized an agreement to acquire OpenRouter, a startup that helps businesses switch between artificial intelligence (AI) models, for more than US$7 billion,...
Kaynes Semicon is looking at silicon photonics (SiPh) and co-packaged optics (CPO), post-quantum security, and neuromorphic computing as potential areas for expansion as India prepares...
As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...
Fu Chun Shin Machinery said rising investment in smart manufacturing and AI infrastructure lifted demand for high-precision, high-efficiency, and intelligent equipment across ICT,...
Edgecore Networks said distributed AI infrastructure will become more important as data centers run into limits on power, space, and cooling. Speaking at the 2026 OCP APAC Summit,...
The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation...
Data center infrastructure providers reported revenue gains across baseboard management controllers (BMCs), optical modules, power supply components, and thermal management products...
South Korea's planned southwestern semiconductor cluster could eventually expand from four fabs to as many as nine as the government accelerates land, power, and infrastructure work...
Since early 2026, AI upstarts such as DeepSeek have increasingly pivoted toward building or co-owning their own data centers. This reflects a broader shift across China's AI sector:...
