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Wednesday 1 July 2026
Japan launches US$6.2 billion AI initiative as SoftBank consortium targets physical AI leadership

Japan is making one of its largest AI investments to date, committing up to JPY1 trillion (approx. US$6.2 billion) to support a domestic...

Wednesday 1 July 2026
The price behind India's investment boom

India, the world's most populous democracy, is pushing hard to expand transport and power infrastructure to support manufacturing and...

Wednesday 1 July 2026
South Korea's southwest chip hub grows from memory fabs into full semiconductor and AI ecosystem
South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor...
Wednesday 1 July 2026
South Korea's AI memory push draws scrutiny from both Taiwan and China
South Korea's plan to send Samsung Electronics and SK Hynix into a new memory hub in Gwangju and South Jeolla is drawing scrutiny from Taiwan and China, as Seoul defends the project...
Wednesday 1 July 2026
AIC Collaborates with NVIDIA, VAST Data for Next-Gen AI Storage

On the opening day of COMPUTEX 2026, AIC Inc. hosted a high-level strategic panel session at its booth, focusing on overcoming the "memory wall" challenge. Industry giants...

Tuesday 30 June 2026
Walmart signs first nuclear power agreement to secure 176 MW of zero-emission supply

Walmart and Constellation Energy announced on June 23 that the retailer signed its first nuclear power purchase agreement, securing...

Tuesday 30 June 2026
New GPU and ASIC platforms to drive stronger server shipments in 2H26

The AI infrastructure order boom is spilling into the second half of 2026, and server supply-chain players are turning increasingly...

Tuesday 30 June 2026
Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook
The networking industry is entering its traditional third-quarter peak season, with demand remaining robust in 2026 as AI infrastructure upgrades and the adoption of Wi-Fi 7 continue...
Tuesday 30 June 2026
Taiwan elevator maker Golden Friends targets AI infrastructure market amid tech investment boom

Taiwanese elevator manufacturer Golden Friends (GFC) announced on June 29 that it had secured a major contract to supply high-end elevators...

Tuesday 30 June 2026
Commentary: Behind Micron's bet for long memory demand cycles
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots,...
Tuesday 30 June 2026
Nvidia, Firmus partner on Indonesia AI infrastructure project

A new partnership between Nvidia and Firmus aims to expand access to advanced AI computing for customers worldwide, including AI-native...

Tuesday 30 June 2026
Arm says it tops 50% share in hyperscale cloud as x86 grip slips

Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long...

Monday 29 June 2026
US widens China tech ban to include legacy Huawei, ZTE equipment
The US is expanding its import ban on Chinese telecommunications and surveillance equipment, extending Federal Communications Commission (FCC) restrictions beyond newly launched products...
Monday 29 June 2026
Musk backs Cook as AI memory crunch drives Apple price hikes

Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is...

Monday 29 June 2026
China makes AI power a national priority in new five-year energy plan

Generative AI is driving a sharp rise in electricity demand from data centers and AI computing infrastructure, prompting China to release...