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Wednesday 15 July 2026
Mistral AI urges France to reserve cheap power for European AI firms
Arthur Mensch, CEO of French AI startup Mistral AI, said France should prioritize low-cost nuclear electricity for domestic and European AI companies as US technology groups expand...
Wednesday 15 July 2026
US becomes top helium source for Taiwan, South Korea and Japan as Qatari supply falters

The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production...

Wednesday 15 July 2026
CATL redraws AI ambitions with DeepSeek, VNET and an energy-first strategy

CATL is rapidly expanding into AI infrastructure. Through strategic investments in DeepSeek, data centres and power systems, the company...

Wednesday 15 July 2026
Taiwan auto market rebounds as replacement demand lifts second-half outlook
Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift...
Wednesday 15 July 2026
Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light
Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring...
Wednesday 15 July 2026
Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates
Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence...
Wednesday 15 July 2026
Jensen Huang says sovereign AI development tops nuclear weapons
As attention in the tech industry has centered on the US tech giants and TSMC, sovereign AI has emerged as a faster-growing blue ocean for AI infrastructure providers, supply-chain...
Wednesday 15 July 2026
Chunghwa Telecom accelerates next-Gen AIDC deployment to boost AI compute

The data center industry is undergoing its largest structural transformation in the past decade due to the rapid development of generative AI. As AI models drive growing...

Tuesday 14 July 2026
South Korea exports top US$100B in a month, stoking chip dependence fears

South Korea's exports surpassed US$100 billion in a single month for the first time in June 2026, raising expectations that the country...

Tuesday 14 July 2026
Rambus unveils DDR5 9600 chipset for next-generation AI servers
Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better...
Tuesday 14 July 2026
Google reportedly ramps up TPU push to court Nvidia-backed cloud providers

Google is intensifying its effort to expand adoption of its in-house Tensor Processing Units (TPUs), taking direct aim at Nvidia's...

Tuesday 14 July 2026
Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

The AI race is expanding from computing power to data transmission, making optical interconnects a critical battleground for next-generation...

Tuesday 14 July 2026
AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples
All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an...
Tuesday 14 July 2026
UMC pushes into silicon photonics in Singapore to ride AI's connectivity crunch
United Microelectronics Corp (UMC) is moving into silicon photonics, positioning itself to address one of the defining bottlenecks in artificial-intelligence data centers: the speed...
Tuesday 14 July 2026
US chases AI talent abroad as China strengthens its homegrown pipeline

The US can no longer close its artificial-intelligence talent gap with China through visa curbs or export controls alone, a new Hoover...