China's contract chipmakers spent the first half of 2026 proving something narrower than the headlines suggest. They demonstrated that domestic fabs can run at full capacity, raise...
Ligitek Electronics, a Taiwan-based LED packaging maker, has expanded in recent years into semiconductor system-in-package (SiP) and silicon photonics. The company said AI-related...
Anthropic has reportedly agreed to spend US$45 billion over six years to rent artificial intelligence computing capacity from Nscale's planned data center campus in West Virginia,...
Lambda, the Nvidia-backed neocloud provider, is seeking to raise as much as US$3 billion before a planned 2027 listing, with its valuation potentially reaching US$12 billion, according...
For the first time in this cycle, Nvidia has told investors where its gross margin will bottom out and how far short of demand its supply will fall - two admissions that shift the...
Growth has stopped being the interesting question at Nvidia. Revenue for the quarter ended July 26, 2026 was US$96.2 billion, up 106% from a year earlier, and Data Center accounted...
Nvidia has put a figure on its exposure to the AI labs it helps fund. On its second-quarter earnings call, chief financial officer Colette Kress said the company expects "demand from...
Nvidia has guided a full year in advance for the first time, and the number it chose is not a demand forecast. Chief financial officer Colette Kress told the company's second-quarter...
Yangtze Memory Technologies (YMTC) is aiming to become the world's largest NAND flash supplier by the end of 2027, setting an aggressive target as its parent prepares a nearly US$5...
The global hardware supply chain is undergoing a structural transformation, driven by an unprecedented surge in artificial intelligence infrastructure investment. "This shift has brought...
Bioteq is increasing output at its Yilan Science Park plant, a move that could affect supply chains across Asia, Africa, and the Americas. As the company shifts more products and upgrades...
The first-half 2026 accounts now on file from China's listed semiconductor equipment makers describe an industry that has largely settled the question of whether domestic tools can...
Naura Technology Group posted faster revenue growth than profit in the first half of 2026, with stronger semiconductor equipment sales offset by heavier R&D spending, higher sales...
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...
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...
