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Tuesday 31 March 2026
Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market
Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing...
Tuesday 31 March 2026
Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
Monday 30 March 2026
China's chip equipment and supply chain scale up on AI demand, look overseas
SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain.
Saturday 28 March 2026
Arm enters AI cloud CPU market with limited impact on IC design clients
Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...
Friday 27 March 2026
CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

Friday 27 March 2026
Adani reportedly in talks with Meta and Google to expand data center push in India
Indian conglomerate Adani Group is advancing plans to expand its data center business, holding preliminary talks with global technology firms including Meta Platforms and Google, according...
Thursday 26 March 2026
Chief Telecom to invest over NT$3 billion in fourth AI data center at Central Taiwan Science Park
Chief Telecom announced on March 24 that its board of directors has approved an investment exceeding NT$3 billion (US$93.5 million) to build a fourth AI data center in the Central...
Thursday 26 March 2026
Nvidia and SLB expand AI infrastructure collaboration with global implications
SLB and Nvidia expanded a technology collaboration to design and deploy modular AI infrastructure and domain-specific models for the energy industry, promising faster deployment, lower...
Thursday 26 March 2026
Arm's self-developed chip sparks cross-industry clash, TSMC-backed GUC faces impact
Arm has officially unveiled its first fully self-designed physical chip, the Arm AGI CPU, targeting data center mass production. The announcement came at the Arm Everywhere conference...
Thursday 26 March 2026
Nvidia and Emerald AI partner with utilities to build grid-responsive AI data centers
Nvidia and Emerald AI said on Tuesday that they are joining forces with a group of major US power producers — including AES Corporation, Constellation Energy, Invenergy, NextEra...
Thursday 26 March 2026
Four reasons that Aspeed dominates the BMC chip market
As Taiwan-based IC design firms face declining global market share due to China, Taiwan's Aspeed stands out by dominating the baseboard management controller (BMC) chip sector.
Thursday 26 March 2026
Broadcom to mass-produce 400G single-lane PAM4 DSP by 2027, vows to maintain lead
Broadcom recently announced that it completed development of a 400G single-lane PAM4 digital signal processor (DSP) at the Optical Fiber Communication Conference (OFC) 2026, signaling...
Wednesday 25 March 2026
Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers
Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and...
Wednesday 25 March 2026
Ramon.Space and Foxconn unit team to develop orbital data centers
Ramon.Space and Ingrasys announced an expanded collaboration to jointly develop a space data center platform, signaling a move to address rising energy and bandwidth pressures on terrestrial...
Wednesday 25 March 2026
Quantum computing moves into data centers as 2028 tipping point approaches

Quantum computing is shifting from isolated experiments toward hybrid architectures integrated with high-performance computing and artificial...