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Monday 4 May 2026
Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises
Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects....
Monday 4 May 2026
ESMC confirmed to be on schedule — and sets its sights on AI
The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027...
Monday 4 May 2026
India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors,...

Monday 4 May 2026
AI data center demand boosts IDM growth in industrial market
Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...
Saturday 2 May 2026
OpenAI reworks Stargate data center strategy as site plans change

OpenAI is reworking its US$500 billion Stargate initiative, shifting from a fixed data center joint venture toward a more flexible strategy...

Friday 1 May 2026
OpenAI demand doubts cast shadow over AI server supply chain

OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...

Friday 1 May 2026
SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model
SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements...
Thursday 30 April 2026
Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results,...

Thursday 30 April 2026
Taiwan wafer maker Episil triples capex to scale silicon photonics for AI
Episil Precision will reallocate production toward larger-diameter silicon epitaxy and silicon photonics to improve profitability and meet AI supply chain demand, the company announced...
Thursday 30 April 2026
Quanta eyes strong 2026 server demand as general-purpose orders surge
Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
Thursday 30 April 2026
Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
Thursday 30 April 2026
OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach
OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
Thursday 30 April 2026
Qualcomm to ship custom product with hyperscaler in 4Q26
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
Thursday 30 April 2026
Qualcomm flags near-term headwinds as data center push gains traction
Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter...
Thursday 30 April 2026
AI drives power interconnect surge as BizLink and JPC target high-end markets
The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...