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    AI demand reshapes capital allocation and operating models in telecom sector
    10min ago
    TSMC 3nm, 2nm, and CoWoS stay tight as AWS, MediaTek, TPU shift capacity
    16min ago
    China's EV boom enters a phase of overcapacity cleanup
    19min ago
    HS Hyosung joint venture to invest KRW1.2 trillion in Ulsan silicon anode plant
    31min ago
    Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028
    36min ago
    Tesla sets up Vietnam unit as VinFast dominates
    36min ago
    Chinese tech firms deepen open source push amid AI pacing debate
    37min ago
    Ainos pushes AI Nose into semiconductor front-end manufacturing
    43min ago
    Samsung Display deepens ties with Vivo's iQOO through dedicated OLED line
    44min ago
    Corning sees CPO and glass core as new semiconductor battlegrounds
    Sep 14, 18:47
    China optical transceivers avoid US FCC curbs as NPO and CPO compete in high-speed links
    Sep 14, 18:46
    China's AIDC token costs hinge on access to advanced GPUs
    Sep 14, 18:46
    NEWS TAGGED INFRASTRUCTURE
    Tuesday 15 September 2026
    AI's next bottleneck may be profitability, not compute, SK chair warns
    For years, as the heat surrounding AI continued to build, competitiveness across the industry was largely measured by brute-force computing power. The broader infrastructure race was...
    Tuesday 15 September 2026
    Inside CIOE: takeaways from China's biggest optoelectronics show
    Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...
    Tuesday 15 September 2026
    Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges
    PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...
    Monday 14 September 2026
    Kokusai Electric gains from Hitachi split as AI memory demand surges
    Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According...
    Monday 14 September 2026
    Taiwan drone maker Twoway breaks into US defense supply chain with Oklahoma procurement deal
    Twoway has signed an agency procurement contract with a purchasing delegation from Oklahoma, marking a breakthrough in its defense strategy as it expands North American deployment...
    Monday 14 September 2026
    Samsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

    Samsung Electronics and SK Hynix have rejected a proposal to prepay KRW25 trillion (approx. US$18.7 billion) in electricity bills, highlighting...

    Monday 14 September 2026
    Taiwan eases investment rules for AI center infrastructure projects
    Taiwan's government has limited budgets to build the AI computing infrastructure the country needs, and infrastructure that a government runs itself cannot easily turn a profit. To...
    Monday 14 September 2026
    Z.ai reloads with US$5 billion for China's AI race

    Chinese artificial intelligence developer Z.ai (formerly Zhipu AI) plans to raise about US$5 billion through a Hong Kong share placement...

    Monday 14 September 2026
    AI infrastructure race shifts to Grid-to-Chip as Foxconn, Delta, Flex converge on the same track

    As computing power and per-rack power density for AI servers continue to climb, industry competition is expanding beyond GPUs, servers,...

    Monday 14 September 2026
    Weekly news roundup: HBM4 strain, Intel price hikes and the next AI infrastructure buildout
    AI demand remained the dominant force across semiconductors, memory, foundry and data-center infrastructure this week. Intel raised CPU prices while Qualcomm and MediaTek targeted...
    Sunday 13 September 2026
    AI server tracker: Taiwan optics race beyond 1.6T

    Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...

    Sunday 13 September 2026
    Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch
    Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems,...
    Saturday 12 September 2026
    Europe buys time in the LEO race as Eutelsat extends OneWeb toward the IRIS² era
    Starlink's enormous low-Earth-orbit (LEO) footprint has long cast a shadow over the broader aerospace industry, turning satellite broadband into a race defined as much by constellation...
    Saturday 12 September 2026
    Analysis: Speed built Colossus, yet redundancy may decide whether SpaceX can scale it

    Much of the industry attention surrounding AI infrastructure buildouts is now inextricably tied to sheer compute power, with market...

    Saturday 12 September 2026
    Pegatron's AI server engine starts to outweigh notebook drag, with Apple adding lift

    Pegatron reported consolidated revenue of NT$88.31 billion (approx. US$2.8 billion) in August 2026, up 2.66% from the previous month...

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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
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