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    NAND giants target AI inference as South Korean SSD exports surge
    10h 19min ago
    Semiconductor equipment lead times stretch as TSMC, Micron and Intel discuss 2029 orders
    10h 22min ago
    AI concerns deepen, but server supply chain demand remains strong
    10h 22min ago
    Commentary: AOI secures long-term supply of InP substrates from China amid tight supply
    10h 22min ago
    CXMT customer prepayments surge nearly 16-fold as DRAM supply tightens
    10h 22min ago
    NEWS TAGGED AI
    Wednesday 4 November 2026
    AMD expects more than 80% revenue growth in 2027, led by data centers
    AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate...
    Wednesday 4 November 2026
    AMD plans for a weaker PC market in 2027 as embedded growth gains momentum
    AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...
    Wednesday 4 November 2026
    Palantir nearly doubles 3Q26 revenue, riding wave of commercial demand
    Palantir reported third-quarter 2026 revenue results that nearly doubled from the previous year. Its performance comes on the back of higher US commercial revenue, overtaking government-related...
    Wednesday 4 November 2026
    Column: Can post-quantum encryption survive AI's next breakthrough?

    Modern cryptography relies heavily on trapdoor one-way functions: mathematical operations that are easy to perform but difficult to reverse without...

    Wednesday 4 November 2026
    Taiwan eyes US FDPR alignment to block AI transshipment
    As US export controls make it increasingly difficult for China and other restricted nations to obtain advanced chips and AI servers, Taiwan is taking proactive measures to tighten...
    Wednesday 4 November 2026
    Horngyu targets AI power demand with Vietnam plant, North American expansion
    Taiwan-based Horngyu Electric is leveraging manufacturing in Vietnam to meet rising demand for electrical equipment from AI data centers (AIDCs), Taiwan makers investing in the US,...
    Wednesday 4 November 2026
    MediaTek targets global AI leadership as Nvidia invests US$3.5 billion
    MediaTek CEO Rick Tsai delivered a speech at the opening ceremony of Taiwan Weeks 2026 on November 3, emphasizing that the company is expanding beyond smartphone and connectivity chips...
    Tuesday 3 November 2026
    Nvidia uses 8,192 GPUs to set fault-tolerant quantum simulation record, targeting error correction costs
    Nvidia CEO Jensen Huang's latest European trip has highlighted another strategic priority: using massive computing resources to simulate quantum systems and establish a foothold in...
    Tuesday 3 November 2026
    Google's Suncatcher milestone tests whether AI data centers can leave Earth
    Google's Project Suncatcher has crossed an important threshold in orbital computing after its prototype satellite successfully returned an AI response generated onboard using the Gemma...
    Tuesday 3 November 2026
    OpenAI recruits former US Army secretary Dan Driscoll to strengthen its national security, cybersecurity ambitions
    OpenAI has appointed former US Army Secretary Daniel P. Driscoll as senior counselor for national security modernization, seeking to expand the use of artificial intelligence (AI)...
    Tuesday 3 November 2026
    Mitsui Kinzoku raises ultrathin copper foil capacity target for third time as optical demand surges
    Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment...
    Tuesday 3 November 2026
    Motorola taps Taboola to bring trusted-media AI to smartphones
    Performance advertising company Taboola is partnering with Motorola to bring its DeeperDive AI question-and-answer engine to the Moto G series of smartphones, offering users a new...
    Tuesday 3 November 2026
    Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion
    Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors...
    Tuesday 3 November 2026
    Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

    Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough...

    Tuesday 3 November 2026
    Gemtek joins three optical standards groups for AI data center development
    Gemtek Technology has joined three optical communications standards groups as the industry develops alternatives for connecting AI data centers. The move could influence interoperability,...
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    BIZ FOCUS
    Nov 3, 08:00
    NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter
    Friday 30 October 2026
    Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
    Thursday 29 October 2026
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
    Wednesday 28 October 2026
    SK hynix Announces 3Q26 Financial Results