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Thursday 23 July 2026

Sino-American Silicon Products, United Renewable Energy launch US solar module venture

Sino-American Silicon Products (SAS) and United Renewable Energy (URECO) announced that they will jointly invest in establishing a solar module manufacturing company in the US, with...

Thursday 23 July 2026

STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%

STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...

Thursday 23 July 2026

Google bets bigger on AI infrastructure as demand signals grow stronger across the board

Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...

Thursday 23 July 2026

SpaceXAI reportedly eyes Texas expansion in broader AI infrastructure push

SpaceXAI is laying the groundwork for at least one large-scale AI data center in Texas, a move that could significantly expand its...

Thursday 23 July 2026

Samsung unveils new foldables and smartwatches to sharpen health and sports focus

Samsung Electronics on July 22 introduced new Galaxy Z foldable phones and two smartwatches aimed at distinct users, underscoring how global demand is pushing wearables toward clearer...

Thursday 23 July 2026

Nvidia pushes Spectrum-6 Ethernet into gigascale AI factories, tightening grip on network layer

Nvidia is moving to lock down the networking layer of the world's largest AI data centers, unveiling its Spectrum-6 Ethernet switch...

Thursday 23 July 2026

USPACE says AI cut customer service workload by 30% across Taiwan operations

USPACE said on July 21 that it used AI to reduce the workload of a 10-person customer service team by the equivalent of three employees, or 30%, as the Taiwan-based parking and mobility...

Thursday 23 July 2026

Ainos passes 613 million odor data points as it expands Physical AI

Ainos said its AI Nose platform has collected more than 613 million industrial odor data points, with most of the readings coming from semiconductor manufacturing sites. The AI odor-sensing...

Thursday 23 July 2026

In-depth: Alibaba builds three-layer AI empire across chips, memory and models

Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed...

Thursday 23 July 2026

Mobileye expands Stellantis partnership with cloud-enhanced ADAS for future vehicles

Mobileye said in a press release on July 21 that its cloud-enhanced advanced driver assistance system (ADAS) technology will be integrated into select future Stellantis vehicles launching...

Thursday 23 July 2026

Jensen Huang says Nvidia and Wistron are mass-producing AI servers like phones

Nvidia CEO Jensen Huang said the company is working with Wistron to mass-produce GB300 AI servers like phones as AI spreads across industries and demand surges. He made the remarks...

Thursday 23 July 2026

Laser source outsourcing pushes back CPO rollout

While the commercialization timeline for co-packaged optics (CPO) has not accelerated as expected from the AI data center-driven demand for high-speed transmission, industry players...

Thursday 23 July 2026

IQE lifts 2026 outlook as AI data centers accelerate indium phosphide demand

IQE has raised its 2026 revenue outlook as demand for artificial intelligence (AI) infrastructure and data centers continues to strengthen,...

Wednesday 22 July 2026

AI and satellite demand drive quartz components toward lower noise, jitter and higher precision

The rapid growth of AI data traffic is pushing quartz timing components toward three key technical upgrades: lower phase noise, reduced...

Wednesday 22 July 2026

Intel cuts data center jobs again despite rising AI server demand

Intel has confirmed a fresh round of job cuts in its Data Center Group (DCG), although it did not disclose the number of positions...

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