News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Tuesday 16 June 2026

Qualcomm weighs Tenstorrent deal that could reach US$10 billion

Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Information reported, citing a person with direct...

Tuesday 16 June 2026

AMD to acquire MEXT to expand AI memory optimization tools

AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance,...

Tuesday 16 June 2026

Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible...

Tuesday 16 June 2026

Adani-Jabil partnership highlights India's push for domestic AI infrastructure

The deal between Gautam Adani's group and American engineering firm Jabil signals a broader shift toward domestic AI infrastructure in India, with potential consequences for global...

Tuesday 16 June 2026

SpaceX's US$2 trillion debut raises questions over AI profits and China supply-chain exposure

SpaceX's market debut pushes its valuation above US$2 trillion, signaling a mega-cap player in AI, space, and satellite services. Analysts warn the company faces structural questions:...

Tuesday 16 June 2026

Foxconn and Schneider Electric strike strategic partnership to build next-generation data center reference architecture

Foxconn and Schneider Electric announced a strategic partnership to jointly develop a next-generation data center reference architecture, combining Foxconn's capabilities in advanced...

Monday 15 June 2026

NPAQ pivots to AI infrastructure and satellite NTN amid memory market slump

INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year,...

Monday 15 June 2026

Walsin sees passive component crunch stretching into 2028 as memory shortages weigh

Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive...

Monday 15 June 2026

SpaceX's US$2T debut forces Wall Street to tear up mega-cap map

SpaceX has broken through the US$2 trillion market-cap mark after completing the largest initial public offering (IPO) in history,...

Monday 15 June 2026

AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge

Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...

Monday 15 June 2026

AI power race lifts transformer demand, gives Fortune Electric pricing edge

AI-driven demand for power infrastructure is pushing up transformer demand, while long lead times at global giants such as Siemens, ABB, and GE are reshaping bargaining power across...

Monday 15 June 2026

Fortune Electric sees export-led growth as global AI power demand tightens transformer supply

Fortune Electric said surging demand for AI infrastructure in the US is lifting its export business, reflecting a broader global scramble for power equipment. The Taiwanese transformer...

Sunday 14 June 2026

Taiwan's screen giants look beyond LCDs for their next act

The demand boost that came from World Cup-related television purchases and China's annual "618" shopping festival is beginning to fade, exposing a familiar challenge for Taiwan's display...

Saturday 13 June 2026

Alibaba Cloud opens new Malaysia region to meet rising AI demand

Alibaba Cloud has launched a new public cloud region in Johor, Malaysia, adding two data centers as part of its push to expand cloud...

Saturday 13 June 2026

Taiwan IC distributor Edom eyes four growth engines beyond cloud AI

As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production...

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