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    NEWS TAGGED DATA
    Tuesday 3 February 2026
    Edge IPC market enters maturity stage as robotics and medical applications gain traction
    The year 2026 will be a critical year for large-scale rollout of edge AI. Supported by multinational firms and the Ten Major AI Infrastructure Projects initiative, IPC vendors are...
    Tuesday 3 February 2026
    China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

    US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

    Tuesday 3 February 2026
    SpaceX's xAI acquisition reframes AI energy constraints and complicates the IPO narrative
    SpaceX's acquisition of xAI has been presented as a response to the growing power and cooling demands of artificial intelligence. At the same time, the transaction reshapes Elon Musk's...
    Tuesday 3 February 2026
    Analysis: China's AI model race tightens into a three-way contest
    China's large language model sector is reaching a decisive inflection point. As requirements for computing resources, capital, and specialized talent continue to climb, the industry...
    Tuesday 3 February 2026
    Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management
    AI data centers are undergoing an unprecedented thermodynamic power shift. From the semiconductor supply chain's perspective, Nvidia has quietly initiated a "cooling reform," transitioning...
    Tuesday 3 February 2026
    Research insight: Blue Origin's TeraWave bets on space-based optical backhaul
    Blue Origin recently unveiled plans to deploy its TeraWave satellite constellation starting in the fourth quarter of 2027, signaling a strategic push into space communications beyond...
    Monday 2 February 2026
    Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand
    Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
    Monday 2 February 2026
    Kioxia targets data center NAND as rivals chase HBM
    Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president...
    Monday 2 February 2026
    Research Insights: State governments are vital to US energy sovereignty
    Since taking office, Trump has suspended clean energy subsidies under the Inflation Reduction Act (IRA) and passed the One Big Beautiful Bill Act, creating diverging US green energy...
    Monday 2 February 2026
    India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains
    India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with...
    Sunday 1 February 2026
    CSPs ramp up AI capex as supply chain gains confidence
    The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
    Friday 30 January 2026
    SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV
    SanDisk delivered a strong fiscal second quarter in 2026, reflecting accelerating demand across data centers, industrial applications, and consumer electronics, driven by the ongoing...
    Friday 30 January 2026
    MediaTek and Arm-backed Arbor drives layered growth with AI strategy
    As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered...
    Friday 30 January 2026
    Exclusive: Why SpaceX still bets on solar—and what it means for suppliers
    While Tesla's core electric-vehicle business is undergoing a structural recalibration, its longer-term bets—autonomous driving, artificial intelligence, and humanoid robots—remain...
    Friday 30 January 2026
    South Korea NAND flash gains strategic role in next-gen AI infrastructure

    With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase...

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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook