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...
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...
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...
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...
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...
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...
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...
Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...
Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam,...
The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for...
Texas Instruments (TI) plans to showcase its 800V power architecture-based AI data center solutions at Computex 2026, featuring applications in humanoid robots, automotive, and edge...
Amkor Technology is off to a record start in 2026. First-quarter revenue hit US$1.68 billion, up 27% from the prior year, driven by record performance in AI data center applications...
