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Saturday 25 July 2026
Huaqin's growing stake in Nexchip shows ODMs reaching upstream into chipmaking
Huaqin Technology, the world's largest consumer-electronics original design manufacturer, has again increased its stake in Chinese foundry Nexchip Semiconductor, underscoring how contract...
Saturday 25 July 2026
China folds data centers into 15th Five-Year renewable energy plan
China's National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on the 23rd released the 15th Five-Year Plan for Renewable Energy Development,...
Friday 24 July 2026
Google raises capex outlook as compute demand stays tight, boosting Foxconn
Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...
Friday 24 July 2026
China's Xi'an Eswin tops 1 million monthly 12-inch wafer sales and output, targets 1.8 million capacity

China's 12-inch silicon wafer maker Xi'an Eswin Material Technology said monthly output and sales of its 12-inch electronic-grade silicon...

Friday 24 July 2026
Amkor, Nvidia widen AI packaging partnership as US capacity expands
Amkor Technology has deepened its partnership with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms...
Friday 24 July 2026
DeepSeek's Liang Wenfeng says China trails US AI by up to 18 months, with compute the decisive gap
DeepSeek founder Liang Wenfeng says China's AI industry trails the US by six to 18 months mainly because of limited computing power, not talent.
Friday 24 July 2026
AI data centers emerge as dynamic loads, posing new challenges for power grids
As generative AI adoption accelerates, AI data centers are becoming one of the fastest-growing sources of electricity demand worldwide. Unlike conventional data centers, however, AI...
Friday 24 July 2026
Techzone sees stronger 2026 demand as semiconductor waste processing tightens
Techzone said growing AI demand and continued ramp-up of advanced semiconductor production have increased both the volume and complexity of specialty solvents, pushing hazardous waste...
Thursday 23 July 2026
Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck
Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call...
Thursday 23 July 2026
Wistron launches first US-made Nvidia GB300 compute baseboard

Wistron opened its D1 AI smart factory in Fort Worth, Texas, on July 21 local time, and began mass production of the first Nvidia GB300...

Thursday 23 July 2026
Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...
Thursday 23 July 2026
Google bets bigger on AI infrastructure as demand signals grow stronger across the board
Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...
Thursday 23 July 2026
SpaceXAI reportedly eyes Texas expansion in broader AI infrastructure push

SpaceXAI is laying the groundwork for at least one large-scale AI data center in Texas, a move that could significantly expand its...

Thursday 23 July 2026
Apple reportedly ramps up iPhone 18 production as Foxconn hiring surges and AI takes center stage

Apple has entered mass production of its upcoming iPhone 18 lineup, with manufacturing partners ramping output earlier than usual as...

Thursday 23 July 2026
GlobalWafers Italy 8-inch plant fire disrupts output, 12-inch line stays online
GlobalWafers said its Novara plant in Italy caught fire on July 21, forcing a shutdown of the site's 8-inch production line. The silicon wafer maker said all personnel evacuated safely...