Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management...
Broadcom has partnered with Apollo Global Management and Blackstone's Credit & Insurance business to launch the AI XPV Platform, a new financing vehicle backed by an initial US$35...
EZConn's record May revenue points to continued demand in optical communications, with implications for customers, suppliers, and investors tracking global data center expansion. The...
As AI moves from large-model training to inference, more applications and business models are emerging across the supply chain. InWin is expanding from components into system assembly,...
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and...
Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the...
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup...
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand...
Anthropic completed a US$35 billion private credit financing led by Apollo Global Management and Blackstone, the firm announced, in one of the largest deals in the private credit market...
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain...
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that...
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook...
SpaceX's multibillion-dollar cloud agreement with Google underscores a growing shift in the AI industry from building proprietary models to monetizing computing infrastructure. The...
