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    Commentary: Behind Micron's bet for a long memory demand cycles
    Jun 29, 18:44
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    Jun 29, 18:44
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    Jun 29, 18:44
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    Jun 29, 18:44
    MCU price hike expectations drive early 1H26 pull-ins
    Jun 29, 18:44
    iPhone 18 Pro price hike: Memory costs or margin play?
    Jun 29, 18:44
    NEWS TAGGED DATA CENTER
    Tuesday 30 June 2026
    Arm says it tops 50% share in hyperscale cloud as x86 grip slips

    Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long...

    Monday 29 June 2026
    Kyocera to invest JPY650 billion in chip equipment and data center components

    Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment...

    Monday 29 June 2026
    Johor's power grid faces mounting strain as data centre pipeline expands
    Malaysia's southern state of Johor could see data centers account for about 40% of its electricity demand by 2035, highlighting mounting pressure on power infrastructure as the region...
    Monday 29 June 2026
    Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators
    Qualcomm officially unveiled its Dragonfly data center platform at this week's annual investor day, laying out a four-pronged push into cloud AI that spans SerDes, PAM4 DSP, and other...
    Sunday 28 June 2026
    Sunrise builds integrated energy platform as AI data center demand rises
    Sino-American Silicon (SAS) Products' Sunrise is expanding its integrated smart energy business as artificial intelligence (AI) and data center demand for high-performance computing...
    Friday 26 June 2026
    Qualcomm HBC takes aim at HBM costs in AI data centers

    Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls...

    Friday 26 June 2026
    AuthenX targets AI data center interconnects with plug-and-play FAU for CPO
    AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration...
    Friday 26 June 2026
    How big tech is nudging cloud emissions on customers

    In a corporate interview, Alexis Bateman, Head of Sustainability at Amazon Web Services (AWS), promoted the tech giant's latest environmental milestones...

    Friday 26 June 2026
    Qualcomm's Dragonfly push highlights shift from mobile chips toward cloud AI
    Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence...
    Friday 26 June 2026
    China power semiconductor makers raise prices as AI and vehicle demand grows
    China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader...
    Thursday 25 June 2026
    Commentary: Micron turns AI memory crunch into a buyback story
    Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments...
    Thursday 25 June 2026
    Qualcomm integrates Dragonfly data center systems into expanded Hugging Face AI partnership
    Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises...
    Thursday 25 June 2026
    Qualcomm pushes into data center chips with Dragonfly lineup and Meta deal, taking aim at Nvidia
    Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone...
    Wednesday 24 June 2026
    SoftBank to build domestic AI server base as Japan pushes for sovereign compute
    SoftBank, the telecom arm of SoftBank Group (SBG), is moving to localize a larger part of Japan's AI infrastructure stack, with plans to begin domestic AI server production in fiscal...
    Wednesday 24 June 2026
    Asia's AI data center boom turns green power into supply chain stress test
    Asia's AI infrastructure buildout is turning electricity into a new supply chain constraint. As demand for data storage, compute power, high-performance memory, servers, and advanced...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook