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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    3h 48min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    3h 48min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    3h 49min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    3h 49min ago
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    3h 49min ago
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    3h 51min ago
    NEWS TAGGED AI
    Wednesday 5 August 2026
    LG Electronics posts strong second quarter as new businesses drive growth
    LG Electronics reported consolidated revenue of KRW23.83 trillion (US$16.7 billion) and operating profit of KRW1.58 trillion (US$1.1 billion) in the second quarter of 2026 as AI cooling,...
    Wednesday 5 August 2026
    Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks
    Taiwan is moving from early-stage research into commercialization of next-generation communications technologies after the Executive Yuan approved a NT$27 billion (US$833 million)...
    Wednesday 5 August 2026
    Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure
    Kioxia and Sandisk have introduced a next-generation QLC 3D flash memory technology that boosts storage density, bandwidth, and power efficiency, a development that could help global...
    Wednesday 5 August 2026
    Airoha optical comms revenue doubles as broadband lands CSPs
    Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix...
    Wednesday 5 August 2026
    Analysis: Musk's empire closes in on China — from orbit to the factory floor

    SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...

    Wednesday 5 August 2026
    Anthropic's scramble for compute is reshaping how AI labs finance their chips

    Anthropic's US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd. is the latest sign that the Claude...

    Wednesday 5 August 2026
    From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
    SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence...
    Wednesday 5 August 2026
    Open weight models excluded from US frontier model review
    Open weight models made by US companies are reportedly exempt from new guidelines by the US Trump administration overseeing the safety of new frontier models. The White House also...
    Wednesday 5 August 2026
    Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
    After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...
    Wednesday 5 August 2026
    Apple seeks injunction against OpenAI as trade secrets battle over AI hardware intensifies

    Apple has asked a US federal judge to issue a preliminary injunction preventing OpenAI and two former Apple employees from accessing, using,...

    Wednesday 5 August 2026
    SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
    SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment...
    Wednesday 5 August 2026
    Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027
    Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International...
    Wednesday 5 August 2026
    Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
    Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios,...
    Wednesday 5 August 2026
    Wistron sees AI demand widening as Taiwan ODMs gain pricing power

    AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half...

    Wednesday 5 August 2026
    SpaceX's first earnings as a public company show an AI bet outrunning its cash generation
    SpaceX's debut quarterly report as a listed company laid out the scale of the wager it is making on artificial intelligence compute, a business now large enough to reshape the group's...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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