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    Everlight Electronics' 2Q26 gross margin hit by raw material costs, recovery expected in 2H26
    36min ago
    Commentary: AMD's Taalas acquisition echoing Jensen Huang's Groq strategy
    46min ago
    AI drives power semiconductors into at least a two-year shortage
    47min ago
    MicroLED still lacks key LTPO TFT tech
    50min ago
    Samsung faces tougher HBM4E test after HBM4 comeback
    57min ago
    Russia drives ICE exports as Europe masks NEV transshipment demand
    Aug 17, 18:24
    China tightens grip on LCD panels as TV share nears 80% and monitor share tops 70%
    Aug 17, 18:24
    Samsung’s HBM comeback is only the beginning, exec warns
    Aug 17, 18:24
    NEWS TAGGED INFRASTRUCTURE
    Tuesday 18 August 2026
    Why AMD still owns US$565M of SpaceX shares after Musk chose Nvidia
    Elon Musk has made SpaceX's AI hardware strategy unusually clear: future infrastructure will rely exclusively on Nvidia chips and technology. Yet AMD, Nvidia's largest rival in AI...
    Tuesday 18 August 2026
    SpaceX-Cursor acquisition closes the loop between AI compute, models and applications
    As the AI race increasingly evolves around who can secure the most compute, develop the strongest models and convert them into commercially viable applications, SpaceX has moved another...
    Tuesday 18 August 2026
    Hybrids dominate Taiwan's auto market, as carmakers intensify push with new models

    Sales of hybrid vehicles have surged in Taiwan due to range anxiety and still-inadequate charging infrastructure, and carmakers are...

    Tuesday 18 August 2026
    AI server demand pushes high-end MLCC lead times toward 40 weeks
    Multilayer ceramic capacitor (MLCC) supply is increasingly diverging by product specification, with mainstream components remaining relatively stable while lead times for some high-capacitance,...
    Tuesday 18 August 2026
    SpaceX, Nvidia push space AI from lunar exploration toward orbital data centers

    As SpaceX accelerates its push into space-based AI data centers and Nvidia brings Jetson GPUs into lunar exploration missions, the race...

    Monday 17 August 2026
    Samsung's China sales overtake US; Nvidia not among top five customers
    Samsung Electronics' sales to China and the US surged in the first half of 2026 as an AI-driven memory upcycle boosted its semiconductor business, while Nvidia did not rank among the...
    Monday 17 August 2026
    Nvidia closing in on US$100B credit guarantee deal for OpenAI's Ohio data center
    Nvidia is approaching an agreement to provide credit guarantees of around US$100 billion for OpenAI's 10GW data center in Ohio, among the largest AI infrastructure projects ever, according...
    Monday 17 August 2026
    OCP APAC 2026: When AI starts running the hardware that runs it
    The tech industry has long been fixated on one persistent bottleneck: the physical limitations of high compute in the AI era. But what if the industry's focus, rather than pouring...
    Monday 17 August 2026
    Stripe reportedly agrees to buy AI routing startup OpenRouter for more than US$7 billion
    Stripe has reportedly finalized an agreement to acquire OpenRouter, a startup that helps businesses switch between artificial intelligence (AI) models, for more than US$7 billion,...
    Monday 17 August 2026
    Kaynes Semicon eyes photonics, quantum security and neuromorphic chips in India tech push
    Kaynes Semicon is looking at silicon photonics (SiPh) and co-packaged optics (CPO), post-quantum security, and neuromorphic computing as potential areas for expansion as India prepares...
    Monday 17 August 2026
    India roundup: India's electronics push gains momentum as water, China ties and chip incentives collide

    India's electronics and AI infrastructure ambitions are accelerating, but mounting environmental...

    Monday 17 August 2026
    T-glass demand surges as IC substrate makers see shortages through 2028
    As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...
    Monday 17 August 2026
    Fu Chun Shin lifts second quarter margins on stronger electronics demand
    Fu Chun Shin Machinery said rising investment in smart manufacturing and AI infrastructure lifted demand for high-precision, high-efficiency, and intelligent equipment across ICT,...
    Sunday 16 August 2026
    Edgecore pushes all-optical networking for distributed AI data centers
    Edgecore Networks said distributed AI infrastructure will become more important as data centers run into limits on power, space, and cooling. Speaking at the 2026 OCP APAC Summit,...
    Friday 14 August 2026
    Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race
    The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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