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Wednesday 19 August 2026
Socionext taps Intel 18A-P process for high-performance compute chiplet development
Custom System-on-Chip (SoC) designer Socionext has selected Intel Foundry's 18A-P process node to build its next-generation custom silicon, aiming to accelerate workloads across data...
Wednesday 19 August 2026
China dominates optical modules but US allies hold the upstream keys
The technology rivalry between the US and China is spreading into a new part of the AI supply chain: optical transceivers, the critical devices that connect AI servers to fiber-optic...
Wednesday 19 August 2026
Samsung and SK hynix build KRW278 trillion cash pile on AI memory surge

Samsung Electronics and SK hynix have amassed a combined KRW278 trillion (approx. US$196.9 billion) in cash equivalents and short-term...

Wednesday 19 August 2026
South Korea looks beyond chips and AI with bets on SMRs, fusion and quantum

South Korea is looking beyond semiconductors and artificial intelligence for its next generation of strategic industries, naming seven...

Tuesday 18 August 2026
AI pays off for 80% of Taiwan enterprises — but data gaps loom, study found

Data analytics firm Dun & Bradstreet released its "Taiwan Enterprise AI Momentum Index" for the third quarter of 2026, revealing...

Tuesday 18 August 2026
Huawei Hubble builds China's InP optical chip stack for the AI interconnect era
Huawei's semiconductor investment arm is seeing an earlier optical-chip strategy line up with the AI infrastructure boom. Since 2019, Hubble Technology Investment Co. has backed a...
Tuesday 18 August 2026
Russia fuels China's ICE exports while Europe's NEV figures mask transshipment demand
China's accelerating auto export boom reveals two trends that challenge conventional assumptions. First, Russia—China's largest single export market—is still overwhelmingly...
Tuesday 18 August 2026
Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance

Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives...

Tuesday 18 August 2026
Samsung deepens humanoid push with new robotics lab

Samsung Electronics has begun operating a dedicated physical AI research lab focused on humanoid control and manipulation, according...

Tuesday 18 August 2026
Humanoid robots expose the limits of chasing higher TOPS

Humanoid robots are moving from demonstrations toward mass production, changing the priorities of chip design. Instead of simply chasing...

Tuesday 18 August 2026
Column: Why model training needs distillation
Around 2019, a friend working at a large cloud services provider excitedly shared that his team had trained a CNN model for document text recognition with good results, but the computing...
Tuesday 18 August 2026
SpaceX, Nvidia push space AI from lunar exploration toward orbital data centers

As SpaceX accelerates its push into space-based AI data centers and Nvidia brings Jetson GPUs into lunar exploration missions, the race...

Tuesday 18 August 2026
European industrial suppliers gain from AI data center buildout
European makers of vacuum pumps, heat exchangers, and industrial gases are seeing new demand from the rapid buildout of AI factories, according to Bloomberg. The shift is...
Monday 17 August 2026
Lightmatter sets optical interconnect blueprint as AI hits copper wall

AI data centers are approaching a physical limit: as scale-up architectures stretch across multiple racks and SerDes speeds near 448G,...

Monday 17 August 2026
Phison CEO sees years of NAND shortage, AI growth chance
Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...