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Tuesday 10 November 2026
Chenbro, AES stay optimistic on AI demand despite US midterm volatility
Two leading server component manufacturers remain optimistic about AI demand despite potential short-term volatility following the US midterm elections. Chenbro Micom CEO Corona Chen...
Tuesday 10 November 2026
Column: Nvidia explores PTFE for AI servers amid PFAS concerns
Polytetrafluoroethylene (PTFE), the material behind the Teflon brand, has become one of the most closely watched materials for advanced electronics, drawing attention at the Open Compute...
Tuesday 10 November 2026
Taiwan's proposed Amazon Leo network would broaden emergency communications
Taiwan's proposed 2027 government budget would fund a low Earth orbit satellite network using Amazon Leo, adding backup communications for critical sites during disasters and emergencies...
Tuesday 10 November 2026
Commentary: Why Nvidia's board would struggle to replace Jensen Huang
Nvidia CEO Jensen Huang's personal relationship controversy continues to widen, now spanning US national security, AI chip export controls, and corporate governance.
Tuesday 10 November 2026
Taiwan begins 6G spectrum prep as 4G licenses expire in 2030
Taiwan's Ministry of Digital Affairs (MODA) plans to begin preparatory work in 2027 for a potential 6G spectrum release, as licenses for the 700MHz, 900MHz, and 1800MHz bands are due...
Tuesday 10 November 2026
Y-S Electronic tops 2025 revenue in October 2026, expands AI server push
Y-S Electronic, a subsidiary of Sun Yad Group, reported consolidated revenue of NT$73.271 million (US$2.24 million) in October 2026, up 31.67% year-on-year. Revenue for the first 10...
Tuesday 10 November 2026
Taiwan telecom leader pledges more film, TV investment as OTT competition intensifies
Chunghwa Telecom (CHT) is expanding its investment in film and television content as competition in Taiwan's over-the-top (OTT) market intensifies. The Chunghwa Digital Cultural and...
Tuesday 10 November 2026
Research Insight: FIT expands liquid cooling connector lineup for Vera Rubin NVL72
Foxconn Interconnect Technology (FIT) is expanding its lineup of liquid-cooling quick-disconnect (QD) connectors for Nvidia's Vera Rubin NVL72 platform, offering connections at both...
Tuesday 10 November 2026
South Korea plans first orbital AI data center test for 2028
South Korea plans to develop small, medium, and large data centers in orbit under its K-Moonshot initiative, aiming to conduct its first in-orbit demonstration in 2028 and lay the...
Tuesday 10 November 2026
Infineon bets on 800V DC for megawatt AI racks
Rising power demand at AI data centers is driving demand for power semiconductors used in server power supplies, grid equipment, and chip-level power delivery. Infineon Technologies...
Tuesday 10 November 2026
Exclusive: Quantum beyond quantum—Photarix bets on a new era of semiconductor photonics
A future communications network capable of detecting certain forms of eavesdropping may depend on something remarkably small: a semiconductor device designed to emit individual particles...
Tuesday 10 November 2026
Taiwan exports hit record US$96.76 billion in October
Taiwan's exports rose 58.9% year on year to a record US$96.76 billion in October, as strong investment in global artificial intelligence infrastructure boosted demand across related...
Monday 9 November 2026
Musk targets 3Q27 launch for Nvidia-powered space data centers, massive scale by 2029
On November 7, local US time, Elon Musk appeared remotely at the 33rd Baron Investment Conference in New York. During an hour-long conversation with Baron Capital founder Ron Baron,...
Monday 9 November 2026
Nvidia teams up with SK Telecom and Rebellions to develop AI inference systems
Nvidia, SK Telecom and South Korean AI chip startup Rebellions have agreed to develop rack-scale AI inference systems that combine Nvidia GPUs with Rebellions' next-generation neural...
Monday 9 November 2026
US-approved Nvidia H200 handlers in China include firms with empty offices and blacklist ties
Washington's case for letting Nvidia sell H200 chips to China rested on case-by-case national-security screening. A New York Times investigation published on November 7 suggests...