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Thursday 5 November 2026
Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply
AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market beyond chips and module manufacturing to critical...
Thursday 5 November 2026
Naver Cloud ramps up use of AMD EPYC, citing high Intel CPU costs
South Korean cloud services provider Naver Cloud now runs AMD EPYC processors in about 35,000 servers and plans to deploy 144-core fifth-generation EPYC chips in its public cloud services...
Thursday 5 November 2026
US pressure on overseas AI compute squeezes Chinese tenants and Southeast Asian data centers as Beijing pushes domestic chips
Chinese AI developers are losing a key route to advanced US chips, renting them in data centers outside China, as Washington and US companies stretch American controls over compute...
Thursday 5 November 2026
Pegatron drives Scope 3 decarbonization through digital platforms, supplier engagement
Scope 3 emissions are emerging as a major test of corporate management capabilities, requiring companies to move beyond carbon accounting and translate data into measurable supply...
Thursday 5 November 2026
Taiwan digs deep: 2,049-meter geothermal well strikes 140°C in Taitung
Taiwan's deep geothermal sector is reporting fresh progress after a 2,049-meter well that reached temperatures of 140 degrees Celsius was completed in a challenging metamorphic rock...
Thursday 5 November 2026
Anthropic's Claude reportedly cuts custom chip design timelines with a 15-person team
Anthropic has reportedly told investors that its chip design team, comprising just 15 people, is using its Claude models to design custom chips. It and another frontier lab, OpenAI,...
Thursday 5 November 2026
Corning starts optical connectivity output in western India, plans larger adjacent plant for 2027
Corning's move to begin making optical connectivity products in Pune and add a larger adjacent plant by 2027 shows the AI-driven surge in data center fiber demand, so far strongest...
Thursday 5 November 2026
Google commits US$15 billion to expand Malaysian data centers in 2027 and 2028
Google's plan to invest US$15 billion in Malaysia over 2027 and 2028 deepens its bet on what AFP calls Southeast Asia's fastest-growing data center hub, and ties the expansion to commitments...
Thursday 5 November 2026
Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties
Arm's September quarter showed demand for its technology moving toward data centers while its smartphone royalty base slowed. Revenue rose 27% from a year earlier to a record US$1.44...
Thursday 5 November 2026
Nvidia DSX POD leads modular wave as Taiwanese firms race into AI data-center integration
As AI data center construction continues to scale up, shortening build times and bringing computing capacity online faster have become key priorities for cloud service providers (CSPs)...
Wednesday 4 November 2026
Ohio voters approve data center ban that could derail Amazon's US$2 billion plan
Voters in Sunbury, Ohio, approved a ban on large data centers in the November 3 election, raising a new obstacle to Amazon's proposed US$2 billion project as communities across the...
Wednesday 4 November 2026
US midterm election results shift toward AI oversight and data center regulation
Asian stocks wavered on November 4 in response to the US midterm election results. While the final votes are still being counted, current results show the Democratic Party winning...
Wednesday 4 November 2026
Innodisk advances AI data center push with eSSD, DDR5 products
Industrial memory module maker Innodisk is deepening its AI data center strategy by supplying critical components for AI infrastructure, including enterprise solid-state drives (eSSDs)...
Wednesday 4 November 2026
Global chip sales top US$500 billion in a single quarter for first time
Worldwide semiconductor revenue reached US$517.7 billion in the third quarter of 2026, a 24.1% increase from the prior quarter, according to data released by the Semiconductor Industry...
Wednesday 4 November 2026
Explosion at Panasonic CCL plant in Taiwan injures five, two missing
Panasonic Industrial Devices Materials Taiwan's Hukou plant experienced an explosion and fire early on November 4, injuring five employees and leaving two others unaccounted for. The...