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Tuesday 10 November 2026
SpaceX's US$24B Texas AI data center plan signals a bigger play for energy control
SpaceX plans to invest approximately US$24 billion in a natural gas-fired power plant and supercomputing facility in Starbase, Texas, extending Elon Musk's strategy of controlling...
Tuesday 10 November 2026
Taiwan's GIS targets 800G/1.6T AI optics, with laser packaging ramp-up starting 4Q26
GIS is shifting from touch displays to semiconductor optics, with laser packaging entering small-volume production in the fourth quarter of 2026 and full capacity expected by the second...
Tuesday 10 November 2026
Trump says FBI examining Huang affair as Nvidia faces widening legal scrutiny
US scrutiny surrounding Nvidia CEO Jensen Huang is expanding across national security, chip export enforcement, and shareholder disclosures, with US President Donald Trump saying the...
Tuesday 10 November 2026
Chenbro, AES stay optimistic on AI demand despite US midterm volatility
Two leading server component manufacturers remain optimistic about AI demand despite potential short-term volatility following the US midterm elections. Chenbro Micom CEO Corona Chen...
Tuesday 10 November 2026
Column: Nvidia explores PTFE for AI servers amid PFAS concerns
Polytetrafluoroethylene (PTFE), the material behind the Teflon brand, has become one of the most closely watched materials for advanced electronics, drawing attention at the Open Compute...
Tuesday 10 November 2026
Taiwan's proposed Amazon Leo network would broaden emergency communications
Taiwan's proposed 2027 government budget would fund a low Earth orbit satellite network using Amazon Leo, adding backup communications for critical sites during disasters and emergencies...
Tuesday 10 November 2026
Commentary: Why Nvidia's board would struggle to replace Jensen Huang
Nvidia CEO Jensen Huang's personal relationship controversy continues to widen, now spanning US national security, AI chip export controls, and corporate governance.
Tuesday 10 November 2026
Taiwan begins 6G spectrum prep as 4G licenses expire in 2030
Taiwan's Ministry of Digital Affairs (MODA) plans to begin preparatory work in 2027 for a potential 6G spectrum release, as licenses for the 700MHz, 900MHz, and 1800MHz bands are due...
Tuesday 10 November 2026
Y-S Electronic tops 2025 revenue in October 2026, expands AI server push
Y-S Electronic, a subsidiary of Sun Yad Group, reported consolidated revenue of NT$73.271 million (US$2.24 million) in October 2026, up 31.67% year-on-year. Revenue for the first 10...
Tuesday 10 November 2026
Taiwan telecom leader pledges more film, TV investment as OTT competition intensifies
Chunghwa Telecom (CHT) is expanding its investment in film and television content as competition in Taiwan's over-the-top (OTT) market intensifies. The Chunghwa Digital Cultural and...
Tuesday 10 November 2026
Research Insight: FIT expands liquid cooling connector lineup for Vera Rubin NVL72
Foxconn Interconnect Technology (FIT) is expanding its lineup of liquid-cooling quick-disconnect (QD) connectors for Nvidia's Vera Rubin NVL72 platform, offering connections at both...
Tuesday 10 November 2026
South Korea plans first orbital AI data center test for 2028
South Korea plans to develop small, medium, and large data centers in orbit under its K-Moonshot initiative, aiming to conduct its first in-orbit demonstration in 2028 and lay the...
Tuesday 10 November 2026
Infineon bets on 800V DC for megawatt AI racks
Rising power demand at AI data centers is driving demand for power semiconductors used in server power supplies, grid equipment, and chip-level power delivery. Infineon Technologies...
Tuesday 10 November 2026
Exclusive: Quantum beyond quantum—Photarix bets on a new era of semiconductor photonics
A future communications network capable of detecting certain forms of eavesdropping may depend on something remarkably small: a semiconductor device designed to emit individual particles...
Tuesday 10 November 2026
Taiwan exports hit record US$96.76 billion in October
Taiwan's exports rose 58.9% year on year to a record US$96.76 billion in October, as strong investment in global artificial intelligence infrastructure boosted demand across related...