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Thursday 30 July 2026
Qualcomm confirms price hike plan and broadens growth bets as Apple sales fade

Qualcomm is raising prices across its product portfolio and accelerating a shift beyond smartphones as higher memory and manufacturing...

Thursday 30 July 2026
Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and...

Thursday 30 July 2026
Marvell plans US$250 million India investment to expand semiconductor R&D
Marvell Technology said its planned US$250 million investment in India over three years will deepen semiconductor research, hiring, and infrastructure, with implications for global...
Thursday 30 July 2026
Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares
Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower...
Thursday 30 July 2026
Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares
Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...
Thursday 30 July 2026
Nvidia invests US$1B in Naver's sovereign AI push
Nvidia plans to invest in South Korean internet and cloud giant Naver through a US$1 billion third-party share issue for about a 4.5% stake, a move that could make it Naver's third-largest...
Wednesday 29 July 2026
NXP finds new AI data center role beyond GPUs

NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time...

Wednesday 29 July 2026
Seagate forecasts strong 1Q growth on sustained AI-driven cloud demand

On July 28, Seagate Technology reported sharply higher revenue and profit for its fiscal fourth quarter, driven by continued demand...

Wednesday 29 July 2026
From Silicon Valley to Sicily: Samsung, SK chiefs take Korea's AI supply-chain pitch to Google Camp

A high-level technology gathering in Sicily, reportedly to be attended by the leaders of two of South Korea's largest semiconductor...

Wednesday 29 July 2026
Core Scientific and AMD joing forces to boost AI infrastructure

Core Scientific and AMD have announced a significant partnership to boost AI infrastructure and address the growing demand for artificial...

Wednesday 29 July 2026
SK Telecom bets on AI infrastructure to regain core status in SK Group
SK Telecom is moving to reposition itself as an AI infrastructure platform as it tries to recover its standing inside SK Group. The South Korean carrier's shift comes as domestic telecom...
Wednesday 29 July 2026
Australia capital markets ride AI deal wave as cloud startups target listings

Australia's capital markets have picked up pace on the back of AI-related demand, with listings and equity raisings reaching US$11.4...

Tuesday 28 July 2026
LG wins Nvidia certification for 600kW CDU and lands North America data center project
LG Electronics said on July 27 that its 600kW coolant distribution unit has received Nvidia certification after passing more than 100 standardized AI factory technology validations...
Tuesday 28 July 2026
China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...
Monday 27 July 2026
Nvidia weighs US$250B backstop for OpenAI's Ohio data center

Nvidia is in talks to provide a financial backstop of roughly US$250 billion that would help OpenAI lease and finance a massive AI...