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Wednesday 26 August 2026
Record mid-2026 growth for WUS Printed Circuit and China's pivot to ultra-high-layer PCBs
The global hardware supply chain is undergoing a structural transformation, driven by an unprecedented surge in artificial intelligence infrastructure investment. "This shift has brought...
Wednesday 26 August 2026
India's AI buildout accelerates as Vera Rubin demand meets data center expansion
India's AI infrastructure push is gaining pace, with implications that extend far beyond the country's borders. According to Bloomberg, AM Intelligence has ordered 9,000 Nvidia...
Wednesday 26 August 2026
Data center leader leaves OpenAI, latest in wave of high-level departures
A key figure responsible for OpenAI's data center plans left the company last week, the latest in a string of departures just as it invests heavily in its AI infrastructure build-out...
Wednesday 26 August 2026
Star Trade to highlight power services for chips and AI at Semicon Taiwan 2026
Star Trade, a unit of HD Renewable Energy, is set to debut at Semicon Taiwan 2026 next week, offering power trading and energy management services for semiconductor and AI infrastructure...
Wednesday 26 August 2026
Samsung's 3-year shareholder returns seen topping KRW600T
AI memory excess profits are beginning to change Samsung Electronics' capital-allocation logic. The company recently said that, under its current 2024-2026 shareholder return policy,...
Wednesday 26 August 2026
OpenAI says Jalapeño cuts latency up to 3.6x, targeting the bottleneck that slows agents
OpenAI said its first custom inference chip, Jalapeño, delivered faster responses and better power efficiency than competing systems in tests across several large language models...
Wednesday 26 August 2026
India mmWave opportunity emerges; Gemtek moves early
India has continued to push next-generation communications infrastructure, and the Telecommunication Engineering Centre (TEC) under the Department of Telecommunications (DoT) has officially...
Tuesday 25 August 2026
Intel x86 share drops below 70% as AMD reaches a record high
Intel's long-running lead in x86 processors slipped below a major threshold in the second quarter of 2026, even as AI infrastructure spending helped support demand. New market data...
Tuesday 25 August 2026
Taiwan's manufacturers and govt align on economic security push amid heightened trade risk
The Chinese National Federation of Industries (CNFI), an industrial association representing the majority of manufacturing businesses in Taiwan, has released its 2026 white paper,...
Tuesday 25 August 2026
AI's power crunch hits Taiwan: foundry capacity tightens, chip prices climb into 2H26
AI data centres are becoming a new stress point for the global power and semiconductor supply chain. As facilities shift towards megawatt-scale architectures, demand is rising for...
Tuesday 25 August 2026
Intel pitches Diamond Rapids at Hot Chips as server CPU competition heats up
Intel pitched its next-generation Diamond Rapids Xeon at Hot Chips 2026 as the company bets that agentic AI will increase the role of general-purpose processors in AI infrastructure,...
Tuesday 25 August 2026
AI infrastructure boom drives Taiwan export orders, exposing power bottleneck, net-zero tech needs

Global artificial intelligence infrastructure buildouts and rising capex by cloud service providers pushed Taiwan's July export orders...

Tuesday 25 August 2026
SpaceXAI to use Nvidia Vera CPUs for faster agentic AI at scale

SpaceXAI plans to deploy Nvidia's new Vera CPUs to speed up agentic AI workloads, a move that could influence how advanced AI systems...

Tuesday 25 August 2026
Broadcom's debt push signals AI compute is becoming Wall Street asset class
The AI infrastructure race is entering a phase where access to silicon is no longer the only constraint. As compute demand expands into multi-gigawatt projects, the industry is increasingly...
Tuesday 25 August 2026
Zhongji Innolight's 1.6T surge shows AI networking is becoming next hyperscaler bottleneck
The AI infrastructure boom has long been defined by a race to secure GPUs, memory and power. Yet as cluster sizes continue expanding, another layer of the system is beginning to emerge...