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Friday 6 November 2026
Chenbro accelerates new server projects for 4Q26 mass production
Server chassis maker Chenbro Micom reported a 5.4% quarter-over-quarter decline in revenue for the third quarter of 2026, as inventory adjustments following aggressive customer pull-ins...
Friday 6 November 2026
US voters' backlash against data centers tests AI growth, Musk's empire
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...
Friday 6 November 2026
Innolight starts US NPO pilot production with Tower for AI optical interconnects
China-based optical communications provider Innolight has advanced its next-generation AI optical interconnect strategy. Tower Semiconductor and Innolight said their first jointly...
Friday 6 November 2026
Sumitomo Bakelite raises 2026 profit forecast on AI packaging boom
Sumitomo Bakelite reported a 47.2% year-over-year increase in attributable net profit to JPY19.561 billion (US$123 million) for the first half of fiscal 2026, as AI server demand drove...
Friday 6 November 2026
US governors diverge on data center pause policies after election wins
AI data centers (AIDCs) are shifting from state recruitment showcases to a highly sensitive issue in the 2026 midterm elections, as rising power demand, household electricity costs,...
Friday 6 November 2026
Meta acquires AI coding startup Conductor for multi-agent tools
Meta has acquired AI coding startup Conductor to strengthen its developer tools and multi-agent collaboration capabilities as it competes for the developer market. A Meta spokesperson...
Friday 6 November 2026
AMD teams up with FuriosaAI, MangoBoost to build Seoul AI cluster
AMD has signed an agreement with South Korean companies FuriosaAI and MangoBoost to build a heterogeneous AI computing cluster in Seoul by spring 2027, while separately discussing...
Friday 6 November 2026
Macronix chairman pledges US$2 million to link NCKU with Stanford for top tech talent
Addressing Taiwan's declining birth rate and the semiconductor sector's expanding demand for elite expertise, Macronix International Chairman Miin Wu has announced plans to donate...
Friday 6 November 2026
Chicony shifts toward premium PCs, AI applications as demand weakens
Chicony Electronics reported unaudited consolidated revenue of NT$5.647 billion (US$172 million) for October 2026, down 9.1% month-over-month and 24% year-over-year. Persistent global...
Friday 6 November 2026
Nscale's US$35 billion IPO faces fresh uncertainty after Microsoft rejects Texas AI capacity expansion
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,...
Friday 6 November 2026
Chunghwa Telecom targets 200,000 Google AI subscribers in consumer-facing AI expansion
Chunghwa Telecom is expanding its Google partnership by bringing the latest Google AI services to consumers, with the aim of achieving 200,000 subscribers in the first year, according...
Thursday 5 November 2026
HP names former GSK chief Emma Walmsley as CEO
Hewlett Packard (HP) has appointed Emma Walmsley, the former head of drugmaker GSK, as its next CEO, ending a search that began after the company named an interim leader earlier this...
Thursday 5 November 2026
Finance firms reportedly begin seeking investors for SpaceX's US$40B chip financing
Goldman Sachs and Apollo Global Management have reportedly begun approaching potential investors about purchasing parts of a US$40 billion deal to finance SpaceX's leasing of Nvidia...
Thursday 5 November 2026
AI demand lifts Kyocera revenue as company raises forecast again
Japanese electronic components giant Kyocera reported record revenue of JPY1.08 trillion (approximately US$6.83 billion) for the first half of fiscal 2026 (April to September 2026),...
Thursday 5 November 2026
Coherent pitches itself as the neutral optics supplier after Marvell-Lumentum deal
Coherent is positioning itself as the optics supplier with no stake in the chip wars, two days after Marvell Technology agreed to acquire one of its closest rivals.