China is accelerating construction of its so-called "six networks" — water, a new power grid, computing, next-generation communications, urban underground pipelines, and logistics...

Viking Tech said demand from AI, data centers, server power, military, and aerospace applications has kept capacity fully loaded as it enters the fourth quarter of 2026, with its book-to-bill...

Marvell's higher long-term target for custom AI chip revenue suggests the market for artificial intelligence hardware is widening beyond accelerators, into management chips, storage,...

The European Automobile Manufacturers' Association (ACEA) and European automakers are pressing the European Commission to delay localization rules for EV batteries under the draft...

Nvidia's entry into the Windows PC market with its Arm-based RTX Spark platform is giving Microsoft's Windows on Arm strategy a new test: whether Arm can move beyond being a niche...

Huawei rotating chairman Eric Xu said he believes the company's Ascend AI chips have surpassed Nvidia in market share in China, but that domestic demand still cannot be fully met....

As soaring memory prices are forecast to cut PC shipments, a new class of expensive machines built to run large AI models locally, from Nvidia's RTX Spark laptops to Apple's Mac Studio...

Taiwan's Gemtek Technology is set to provide the optical know-how behind Dixon Technologies' move into the data center market. The Indian contract manufacturer signed a joint venture...

Taiwan has ordered a halt to imports of China-made fiberglass silicone sleeves, saying that opening the market to such products would cause a major adverse impact on related indust...

Huawei executive director and consumer business group chairman Richard Yu said at a recent media roundtable that the company has worked with China's supply chain since US export controls...

Before generative AI rose and Nvidia GPUs came to dominate the market, the central processing unit (CPU) was the main compute engine for servers. Now, as the personal AI agent boom...

Memory module maker Team Group reported a sharp rise in September 2026 revenue, amid a global memory upswing that may affect pricing, supply, and procurement decisions for server operators,...

The Federal Reserve raised rates by 1 quarter point in September, and with the standoff between the US and Iran still unresolved and US inflation remaining elevated, markets expect...

Samsung Electronics has become the first South Korean company to clear KRW100 trillion in operating profit in a single quarter, a milestone that shows how heavily the company now leans...

Contract prices for memory continue to climb, and supply chain sources say niche memory built on mature processes will still see "steady price increases" in the fourth quarter of 2026...