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Friday 29 May 2026
Commentary: Five trends that stood out at Plug and Play's Silicon Valley May Summit
Three days at Plug and Play's Silicon Valley May summit left me with a clear takeaway: the technology industry is undergoing a structural shift, not just another hype cycle. Here are...
Friday 29 May 2026
Foxconn shifts gears from electronics maker to physical-industries powerhouse
Foxconn chairman Young Liu said the company is accelerating its move into electric vehicles, robotics, and smart cities, arguing that these businesses will drive its next phase of...
Friday 29 May 2026
India's C2i Semiconductors tapes out AI power chip as investors back scaling of data center power technology
C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development...
Friday 29 May 2026
Ampower sees surging order backlog as it accelerates overseas micro grid push
Ampower reported that its order backlog exceeded NT$12 billion (US$382 million) as of the first quarter of 2026, driven by rising demand for semiconductor and AI data center critical...
Thursday 28 May 2026
Iteq sees AI data center demand lift M7+ CCL shipments
Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications,...
Thursday 28 May 2026
TECO targets AI data center market with modular, North America and Southeast Asia push
TECO Electric & Machinery said it is making AI data center infrastructure its main growth focus, with expansion plans in North America and Southeast Asia that could affect global...
Thursday 28 May 2026
Marvell raises multi-year outlook as AI data center demand drives accelerating growth
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure,...
Thursday 28 May 2026
Marvell eyes XPU and attach wins as pillars of custom silicon growth
Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale...
Thursday 28 May 2026
Chief Telecom sees AI demand pushing AIDC leasing past 50% and plans further expansion
Chief Telecom said AI computing demand drove stronger leasing interest in its artificial intelligence data center business, lifting 2025 results. The firm did not rule out another...
Thursday 28 May 2026
Ezconn moves up AI optics chain with CPO and silicon photonics

Ezconn expects US cloud providers' AI data center expansion to sustain demand for high core count optical products through at least...

Wednesday 27 May 2026
Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain...
Wednesday 27 May 2026
IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity
IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services...
Wednesday 27 May 2026
Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market
Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI...
Wednesday 27 May 2026
Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production
Aixtron has received multiple orders from Lumentum for its G10-AsP MOCVD systems, a move that could boost global production of indium phosphide (InP) lasers and detectors for 800G...
Tuesday 26 May 2026
TECO completes Malaysia's Dynaciate acquisition to boost data center build capacity
TECO Electric & Machinery announced on the 25th that it signed an agreement to acquire about 78% of Malaysian engineering firm Dynaciate Engineering Sdn. Bhd. for roughly 200 million...