Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic technologies are shaping the next phase of semiconductor innovation during a presentation at the third Asia Photonics Expo (APE 2026). His talk, titled "Integrated Photonics: A New Engine for Singapore's Semiconductor Innovation," focused on the role of optoelectronics in computing and communications.

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued strength across its diversified businesses.

Alphabet Inc. capped a historic fiscal year with a record-breaking surge in infrastructure spending, signaling an aggressive bid to cement its dominance in the artificial intelligence era.

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its stock price fell as management indicated that the most significant revenue contributions from its next-generation AI platforms would not materialize until the second half of the year. Despite the earnings beat, shares declined about 7% to 8% in after-hours trading following the company's February 3 conference call, as investors weighed the timing of AMD's AI ramp against market expectations.

If the first revolution in artificial intelligence (AI) data centers was the move from air cooling to liquid cooling, the second is now unfolding: equipping cooling distribution units (CDUs) with on-board intelligence.

Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure efficiency and deployment density, with power architecture emerging as a central focus of the next upgrade cycle.