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Monday 9 November 2026
In US-China AI data center race, America's 118 GW capacity forecast faces China's rapid expansion by 2030
Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through...
Monday 9 November 2026
Microsoft reportedly phasing out Oracle compute, reassessing cloud deals
Microsoft is phasing out a rented compute capacity agreement with Oracle after deciding not to renew a contract with the cloud provider. The separation is a part of a larger rethinking...
Monday 9 November 2026
China's smart cockpits reach 100% domestic assembly, but foreign tech still controls over 70% of the core
China accounts for approximately 36% of the global smart cockpit market, with an established presence in automotive displays, head-up displays (HUDs), voice interaction and cockpit...
Monday 9 November 2026
Musk says SpaceX annual recurring revenue likely to top US$500 billion by December 2027
SpaceX CEO Elon Musk said the company's annual recurring revenue (ARR) will likely exceed US$500 billion in December 2027, and that a US$1 trillion run rate is no longer out of the...
Monday 9 November 2026
Alphabet's Qualcomm stake signals deeper partnership as chipmaker targets AI data centers
Alphabet has acquired a stake worth nearly US$548 million in Qualcomm, strengthening the financial ties between the longtime partners as the chipmaker seeks to diversify beyond smartphones...
Monday 9 November 2026
Commentary: AI investment doubts rise, but chip demand keeps surging
Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions...
Monday 9 November 2026
Arm-based servers take the lead in 4Q26 growth as Nvidia's Vera Rubin faces supply constraints
Global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting...
Monday 9 November 2026
Surging AI demand turns CoWoS into a headache; securing packaging capacity becomes top priority, says MediaTek deputy GM
Surging demand for advanced packaging driven by artificial intelligence (AI) has turned chip-on-wafer-on-substrate (CoWoS) from an "interesting" technology into a headache, making...
Monday 9 November 2026
Exclusive: Quantum Dice challenges silicon's computing limits with 300-fold probabilistic acceleration
When an emergency call comes in, the difference between help arriving in five minutes and ten can be critical. Yet dispatching emergency vehicles across a city involves a complex calculation:...
Monday 9 November 2026
Taiwanese ICT manufacturer Wah Hong accelerates AI cooling as memory hikes hit electronics
Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter...
Monday 9 November 2026
Taiwanese structural components manufacturer Catcher targets 20% server revenue as AI PC enters production
Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects...
Monday 9 November 2026
Inside the Siri overhaul: Apple's performance in the AI race
Apple has reached a pivotal juncture in its artificial intelligence (AI) strategy: to modernize Siri and establish a broader AI presence. While new CEO John Ternus has publicly championed...
Monday 9 November 2026
Wistron October revenue more than doubles as AI server demand surges
Strong AI server demand drove Wistron’s October 2026 revenue to NT$402.6 billion (US$12.2 billion), up 5.73% month-over-month and 1.18 times year-over-year. Revenue for the first...
Monday 9 November 2026
MediaTek, Qualcomm shift focus to cloud AI as smartphones stall
Qualcomm and MediaTek, the two leading smartphone SoC makers, are turning their attention to cloud AI ASICs as the global smartphone market faces what could be its sharpest decline...
Monday 9 November 2026
Nvidia cancels South Korea trip of Jensen Huang's daughter over family reasons
Madison Huang, Nvidia CEO Jensen Huang's eldest daughter and the company's senior director of marketing for Omniverse and robotics products, has canceled her entire visit to South...