Corning's move to begin making optical connectivity products in Pune and add a larger adjacent plant by 2027 shows the AI-driven surge in data center fiber demand, so far strongest...
Qualcomm has secured a role in SpaceX's planned US terrestrial mobile network, turning Starlink Mobile's ambitions for integrated satellite and ground-based connectivity into a named...
Google's plan to invest US$15 billion in Malaysia over 2027 and 2028 deepens its bet on what AFP calls Southeast Asia's fastest-growing data center hub, and ties the expansion to commitments...
GlobalFoundries' third quarter showed the contract chipmaker's revenue base shifting from smartphones to AI-related networking, and that shift is now boosting profitability. Revenue...
Qualcomm's fiscal fourth quarter showed a company whose growth now comes almost entirely from outside the smartphone, but not yet at a scale that can offset a shrinking handset business...
Arm's September quarter showed demand for its technology moving toward data centers while its smartphone royalty base slowed. Revenue rose 27% from a year earlier to a record US$1.44...
Chicony Power Technology Co. reported weaker quarterly results in the third quarter of 2026 as slowing notebook demand and severe memory shortages among customers weighed on performance...
Airoha, a MediaTek subsidiary, expects its optical communications business to deliver another multiple-fold increase in 2027 as 100G pulse-amplitude modulation (PAM4) digital signal...
Chunghwa Telecom (CHT) is expanding its partnership with Google beyond Google One, YouTube Premium and Pixel smartphone sales to include GenAI services. On November 4, CHT announced...
Marvell Technology and optical communications laser maker Lumentum announced on November 2 that they had signed a definitive agreement for Marvell to acquire Lumentum in an all-stock...
Affected by weak notebook and PC demand, Darfon Electronics reported third-quarter 2026 consolidated revenue of NT$7.011 billion (US$214 million), up 7.8% year-over-year but down about...
As AI computing clusters continue to expand, data centers are demanding higher transmission speeds and greater bandwidth. To overcome the manufacturing bottlenecks of traditional high-density...
Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow...
SpaceX, which only entered the AI infrastructure business this year through its merger with xAI, may now be the fastest data center builder in the world, according to research firm...
China-based optical communications module maker Zhongji InnoLight reported strong results for the third quarter of 2026 as global AI infrastructure expansion drove robust demand for...
