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    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
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    Universal Microwave Technology unveils mystery customer with ties to SpaceX
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    FCC expands non-US network gear ban to mobile hotspots and home CPE
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    Memory supplier locks in capacity through 2027
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    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
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    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
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    NEWS TAGGED DATA CENTER
    Tuesday 28 April 2026
    China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints

    Introduction

    Tuesday 28 April 2026
    Amkor records strong 1Q26, advanced packaging expected to triple YoY
    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...
    Tuesday 28 April 2026
    Celestica reports strong 1Q26 as cloud demand lifts results
    Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
    Monday 27 April 2026
    Naver Cloud and HanmiGlobal target global data center expansion amid AI infrastructure race
    South Korea's Naver Cloud and construction project management firm HanmiGlobal have formed a strategic alliance to jointly pursue large-scale data center projects overseas, with a...
    Friday 24 April 2026
    STMicroelectronics tops 1Q26 guidance, sees data center revenue surpass US$1 billion by 2027
    STMicroelectronics reported first-quarter 2026 revenue of US$3.10 billion, up 23% year over year, with results coming in above the midpoint of its guidance as growth in personal electronics...
    Friday 24 April 2026
    Texas Instruments eyes further price hikes amid strong data center, industrial chip demand
    Texas Instruments (TI) reported robust results for the first quarter of 2026 on April 23, driven by surging AI data center demand and a notable rebound in industrial control applications...
    Friday 24 April 2026
    Asia Optical and Frore Systems team up on AI data center cooling
    Asia Optical has signed a memorandum of understanding with Frore Systems to jointly develop liquid-cooling solutions for artificial intelligence data centers, as surging computing...
    Thursday 23 April 2026
    SK Hynix to shift over half of NAND output to 321-layer chips
    SK Hynix said it plans to expand production of its latest 321-layer NAND chips, as demand for AI applications leads to increased adoption of high-capacity enterprise storage.
    Thursday 23 April 2026
    Texas Instruments signals a stronger recovery on industrial and AI demand
    Texas Instruments (TI) reported first-quarter 2026 revenue of US$4.83 billion, up 19% year on year, with net income rising 31% to US$1.55 billion and earnings per share of US$1.68...
    Thursday 23 April 2026
    Texas Instruments signals broad recovery across industrial and data center markets with cautious optimism
    Texas Instruments reported that improving demand in industrial and data center markets is driving sustained sequential growth, while management maintained a cautious stance on macroeconomic...
    Thursday 23 April 2026
    Asia Vital Components eyes liquid cooling growth while testing space-ready thermal plates
    Asia Vital Components' push into liquid cooling and space-ready thermal solutions signals a broader shift in data center design and supply chains, with implications for hyperscalers...
    Tuesday 21 April 2026
    Qualcomm Chief reportedly seeks memory and manufacturing deals in South Korea

    Qualcomm Chief Executive Cristiano Amon is expected to meet senior executives from Samsung Electronics and SK Hynix during a recent visit...

    Monday 20 April 2026
    Cerebras revives IPO bid as AI boom fuels growth and high-profile partnerships

    Cerebras Systems has renewed its push to go public, filing for an initial public offering (IPO) after shelving an earlier attempt amid regulatory...

    Monday 20 April 2026
    Qilimanjaro targets analog quantum computing for AI data center integration within 10 years
    The timeline for quantum computing to become commercially viable has shrunk from decades to potentially within 10 years, driven by surging AI demand. That is the view of Dr. Marta...
    Sunday 19 April 2026
    Taiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

    Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from...

    1/37 pages
    TechForum0520
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook