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Tuesday 7 July 2026
Sercomm posts record second-quarter revenue as AI boosts broadband demand

Sercomm reported record June 2026 revenue of NT$7.27 billion, up 12.2% from May and 70.8% from a year earlier, as AI-related network...

Tuesday 7 July 2026
SK data center bet sets sights on intelligence exports

South Korea is moving to position itself as an exporter of "intelligence" rather than just the chips and equipment that go into building...

Tuesday 7 July 2026
6G base stations to become AI computing nodes, boosting advanced packaging demand
While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
Tuesday 7 July 2026
Interview: Corning's GlassBridge points to longer-term packaging shifts, not an immediate FAU replacement

Corning has unveiled an early-stage fiber-to-chip connector concept that could reshape optical packaging if it matures, though the...

Monday 6 July 2026
Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after...
Monday 6 July 2026
Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third...

Monday 6 July 2026
Meta's AI cloud idea underscores a search for returns, not an AI retreat
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization...
Monday 6 July 2026
India roundup: India accelerates semiconductor ambitions through policy and global partnerships
India accelerated its semiconductor ambitions through deeper Japan cooperation, policy advances, new manufacturing partnerships, and local technology investments, reinforcing efforts...
Saturday 4 July 2026
SoftBank targets AI cloud market with 10GW US rental plan

SoftBank Group (SBG) and telecom subsidiary SoftBank said they will set up a new company in the US in July 2026 to rent out AI computing...

Friday 3 July 2026
Turn Cloud shifts to AI infrastructure

Turn Cloud Technology is accelerating its transformation from a solution as a service (SolaaS) provider into an AI infrastructure provider...

Friday 3 July 2026
South Korea bets on southwest semiconductor cluster, but key hurdles remain
South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces,...
Friday 3 July 2026
Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange...

Friday 3 July 2026
Meta's reported cloud push fuels debate over AI chip demand

Meta's reported plan to expand into cloud services is drawing fresh scrutiny from global investors and chip suppliers. The move could...

Friday 3 July 2026
SK Hynix puts US$64 billion into Cheongju chip buildout
SK Hynix plans to invest KRW100 trillion (approx. US$64.38 billion) to build new NAND memory chip and advanced packaging facilities in Cheongju, betting that AI demand will keep tightening...