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Friday 7 August 2026
Nvidia seeks China AI-RAN partners to bring GPU computing into 6G networks

Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according...

Friday 7 August 2026
Inventec forecasts weaker notebook shipments as server growth continues in the third quarter
Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments...
Friday 7 August 2026
Chinese optical suppliers confront FCC threat after US$19.1B sell-off

Chinese optical transceiver suppliers are trying to calm investors after reports that the US Federal Communications Commission (FCC) may...

Friday 7 August 2026
Huawei's Richard Yu warns of smartphone price hikes as memory costs soar
Huawei executive director and Consumer Business Group chairman Richard Yu warned on August 5 that sharply rising memory costs could trigger widespread smartphone price increases, saying...
Friday 7 August 2026
Why countering drones is the ultimate stress test for on-device AI

Drones, robots and self-driving vehicles are becoming the new proving ground for artificial intelligence. Machines are taking on more...

Thursday 6 August 2026
Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging

Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about...

Thursday 6 August 2026
Taiwan unveils four semiconductor pillars for Smart Nation 2.0 plan

On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with...

Thursday 6 August 2026
China smartphone shipments fall 5.5% as 5G models gain share
China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications...
Thursday 6 August 2026
iBase Solution unit lands U.S. optical module cooling orders after July launch
Industrial computer maker iBase Solution said its new subsidiary, which began operations in July 2026, has already moved into production after completing qualification with US customers...
Thursday 6 August 2026
US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record

The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules,...

Thursday 6 August 2026
Analysis: SpaceX's first earnings call reveals machinery behind its infrastructure empire

SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the greater significance of the call...

Thursday 6 August 2026
Commentary: Why China's AI optical-module dominance is Washington's next target

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

Thursday 6 August 2026
Chunghwa Precision Test posts record July revenue on AI chip demand
Chunghwa Precision Test Tech. reported record monthly revenue in July 2026, as demand for AI and high-performance computing (HPC) testing products rose across data center and cloud...
Thursday 6 August 2026
Jeter says AI shipping demand and geopolitics lifted first-half profit
Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...
Thursday 6 August 2026
SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and...