AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could...
Samsung Electronics' foundry business is reportedly expanding its strategic relationship with companies led by Elon Musk, with cooperation now spanning electric vehicles and emerging...
Wiwynn president William Lin says AI demand has exceeded expectations, with orders so strong that even rapid global expansion still feels too slow. The server maker is expanding capacity...
LG Display (LGD) has settled OLED- and LCD-related patent disputes with China-based Tianma Microelectronics, including cases in the US, and signed a patent licensing agreement. LGD...
Compal Electronics is accelerating a shift away from its long-standing PC business as AI servers and other non-PC lines gain momentum. The move could have broad implications for global...
Compal Electronics said it was scaling up its server business and expects server revenue to reach 8-10% of total sales in 2026 as AI server rack-scale systems ramp and a new Texas...
Wiwynn Technology, a major server manufacturer for AI infrastructure, warned that shortages are emerging across a range of data-center components beyond memory, a shift that could...
IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services...
US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only...
GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI...
Elon Musk is rapidly expanding his ambitions beyond rockets and electric vehicles (EVs), positioning SpaceX at the center of a vertically integrated artificial intelligence (AI) infrastructure...
As SpaceX prepares for a public debut at a valuation targeting US$1.75 trillion, new regulatory filings have revealed a corporate governance structure that positions Elon Musk as an...
Tesla began manufacturing its Cybercab autonomous taxi at its Texas Gigafactory, CEO Elon Musk said on April 24, signaling progress on the long-promised Robotaxi. The move could influence...
US Rare Earth has agreed to acquire Brazil-based Serra Verde Group in a US$2.8 billion cash-and-stock transaction, marking one of the largest deals in the rare earth sector and a significant...
