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NEWS TAGGED 2026
Friday 24 July 2026
Google raises capex outlook as compute demand stays tight, boosting Foxconn
Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...
Friday 24 July 2026
Huawei founder endorses Tau Law as sole path for post-Moore chip development

Huawei founder Ren Zhengfei has publicly endorsed the company's τ (tau) Law as Huawei's sole technological path for advancing semiconductor...

Friday 24 July 2026
IEI pairs NANO-X100 with Ryzen AI for edge AI inference
Industrial PC maker IEI Integration joined Castec International at AMD Advancing AI 2026 in San Francisco on July 21 and 22 to showcase the new NANO-X100 4-inch single-board computer...
Friday 24 July 2026
Product mix optimization boosts Sinbon 2Q26 net profit up 19%

Benefiting from product mix optimization and a higher contribution from industrial applications, connector maker Sinbon on July 23,...

Friday 24 July 2026
Samsung, LG showcase AI-era displays for humanoid robots
Samsung Display (SDC) and LG Display (LGD) have unveiled a range of display concepts for next-generation AI applications at the 2026 Korea Display Exhibition (K-Display) in Seoul,...
Friday 24 July 2026
Advantech deepens AMD tie-up for AI servers

Industrial PC (IPC) maker Advantech is deepening its collaboration with AMD, unveiling a next-generation AI and edge computing server...

Friday 24 July 2026
AMD advances telecom AI with AT&T and Microsoft
AMD unveiled a next-generation open-source telecom large language model (LLM), OTel 2.0, with AT&T and Microsoft at its Advancing AI 2026 conference, completing a training pipeline...
Friday 24 July 2026
Taiwan, Czech chamber ink MOU to fuel Eastern Europe drone hub

Taiwan's Commerce Development Research Institute (CDRI) signed a memorandum of understanding (MOU) with the Taiwan Chamber of Commerce...

Friday 24 July 2026
AMD Advancing AI 2026: Gorgon Halo brings 300-billion-parameter models to local AI with Cisco governance
Agentic AI is spreading rapidly across personal computers and enterprise endpoints, prompting AMD to expand its local AI strategy with a new platform capable of running significantly...
Friday 24 July 2026
Rapidus expands Hokkaido chip hub with packaging and analysis

Rapidus is expanding the semiconductor development and production network around its Chitose, Hokkaido foundry, adding chip analysis...

Friday 24 July 2026
STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping
STMicroelectronics raised its cloud AI revenue ambition and guided to a rising gross margin through the second half of 2026, but told analysts on its July 23 second-quarter earnings...
Friday 24 July 2026
Intel says supply, not demand, is its ceiling as it lifts 2026 capex above US$20 billion
Intel used its second-quarter 2026 earnings call on July 23 to argue that its biggest problem is no longer winning demand but building enough capacity to fill it, telling analysts...
Friday 24 July 2026
AMD's latest 2nm-EPYC rollout signals broader role for CPUs in the AI data center
AMD unveiled its sixth-generation EPYC 9006 server processors, widening its push into AI data centers with chips designed for agentic AI, cloud computing, enterprise workloads, and...
Friday 24 July 2026
Japan, Korea, and Taiwan face fresh 10-12.5% US tariffs under forced-labor Section 301 action
Much of Asia's manufacturing base is now subject to new US import duties of 10% to 12.5% after the White House finalized a Section 301 action against 60 economies, citing their failure...
Friday 24 July 2026
Intel's blowout quarter wins over the bulls, but analysts stay split on the foundry turnaround
Intel's second-quarter results have shifted the Wall Street debate from whether chief executive Lip-Bu Tan's turnaround is working to how durable the AI-driven compute demand behind...