Micron's strong second-quarter earnings, driven by surging data center and HBM demand, signal a memory market recovery. Exceeding revenue estimates and forecasting continued growth,...
Micron's HBM revenue exceeded US$1 billion this quarter. The company expects multibillion-dollar HBM revenue by 2025 and plans to start HBM4 production in 2026 while expanding capacity...
Japanese telecom giant NTT intends to invest US$1.5 billion in India from 2025 to 2027, aiming to expand its data center capacity by about 2.4 times. This investment will also facilitate...
During Nvidia's GTC 2025 conference, Young Liu, Chairman and CEO of Foxconn, provided an in-depth look at the evolving partnership between the two firms. In addition, the big focus...
SoftBank Group is acquiring US-based chip designer Ampere Computing LLC for US$6.5 billion in cash, expanding its AI semiconductor portfolio. SoftBank's acquisition of Santa Clara-based...
The first data center complex for OpenAI's US$100 billion Stargate infrastructure venture will have space for as many as 400,000 of Nvidia's powerful AI chips — an amount that,...
Nvidia officially launched the RTX Pro 6000 Blackwell series of workstations and servers, redefining professional workflows for AI, technology, creative, engineering, and design professionals...
Chunghwa Telecom (CHT) is transforming data center construction through its all-optical network technology, establishing itself as a leader in distributed AI data centers. This advancement...
The compound semiconductor industry is optimistic about the continued growth of the AI data center market. In addition to core computing chips, silicon photonics (SiPh) technology...
SoftBank announced the acquisition of part of Sharp's Sakai Display Products (SDP) factory in Osaka Prefecture, Japan, for JPY100 billion (approx. US$6.7 million) on March 14, 2025...
Infineon Technologies is positioning itself at the forefront of a shift in server power architecture, driven by the rapid adoption of high-voltage direct current (HVDC) designs. As...
Asus declared a significant bad debt over the last quarter of 2024 due to delayed payments for server products sold to Yotta, a company highlighting India's eagerness to build AI...
Rumors suggest Microsoft has ended some US data center leases, sparking fears of reduced demand for Internet Data Centers (IDCs). In contrast, Taiwanese IDC operators are optimistic,...
OpenAI and Oracle plan to begin filling a massive new data center in Texas with tens of thousands of powerful AI chips from Nvidia in the coming months, part of a push to get the...