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Friday 7 August 2026
SK Hynix commits US$39 billion to new Yongin and Cheongju fabs as AI memory demand builds
SK Hynix has approved roughly KRW54 trillion (approx. US$39 billion) in new fab construction across two domestic sites, allocating KRW35.2 trillion to a second Yongin fab and KRW19.1...
Friday 7 August 2026
China launches review of Palo Alto Networks as trade tensions with US escalate
China's cyberspace authority said it has begun to scrutinize products sold by US cybersecurity company Palo Alto Networks within the country, citing risks to national security and...
Friday 7 August 2026
Chinese AI firms shift toward monetization as LLM providers reportedly signal price increases
Chinese large language model (LLM) developers are beginning to move away from aggressive price competition, with leading players reportedly introducing higher prices and new commercial...
Friday 7 August 2026
Interview: Nvidia exec on progress of CPO production and pluggable optics
Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments...
Friday 7 August 2026
Inside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab,...

Friday 7 August 2026
Nokia's NXP Arizona fab buy signals AI optical bottleneck shifting upstream

Nokia is moving deeper into semiconductor manufacturing by acquiring NXP's Chandler fabrication campus in Arizona, signaling that the...

Friday 7 August 2026
Microsoft launches fourth cloud region in India as AI demand accelerates
Microsoft has opened its India South Central cloud region in Hyderabad, expanding local capacity for customers in one of the world's fastest-growing digital markets. The move could...
Thursday 6 August 2026
GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains
GlobalFoundries reported stronger-than-expected second-quarter results, supported by rapid growth in AI-related optical networking and a richer mix of higher-margin technologies.
Thursday 6 August 2026
Analysis: SpaceX's first earnings call reveals machinery behind its infrastructure empire

SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the greater significance of the call...

Thursday 6 August 2026
SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and...

Thursday 6 August 2026
US weighs Chinese optical transceiver ban, putting AI data center supply at risk

The Trump administration is preparing to extend US technology restrictions deeper into the artificial intelligence supply chain, with the...

Thursday 6 August 2026
Dark fiber essential for next-gen distributed AI centers

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand...

Wednesday 5 August 2026
Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks
Taiwan is moving from early-stage research into commercialization of next-generation communications technologies after the Executive Yuan approved a NT$27 billion (US$833 million)...
Wednesday 5 August 2026
Naver taps Brookfield for up to US$9 billion in data center financing

Naver is considering an asset-light structure for a US$10 billion data center expansion under which a Brookfield-led investment vehicle...

Wednesday 5 August 2026
Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure
Kioxia and Sandisk have introduced a next-generation QLC 3D flash memory technology that boosts storage density, bandwidth, and power efficiency, a development that could help global...