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Tuesday 6 October 2026
Solidigm expands Taiwan SSD production base to tap AI server supply chain
Solidigm, SK Hynix's NAND subsidiary, is expanding its Taiwan production base for data center solid-state drives (SSDs), underscoring the island's growing role in the global AI server...
Tuesday 6 October 2026
Qualcomm takes Arm to trial again, with billions in royalties at stake
Qualcomm and Arm opened a five-day trial in US federal court in Delaware on October 5, with Qualcomm seeking to stop paying Arm royalties for up to five years, a remedy potentially...
Tuesday 6 October 2026
Behind the US$4.2 trillion revenue gap in AI infrastructure
AI data center plans and computing demand are expanding far faster than physical infrastructure can be built, creating a widening gap between planned and actually deployed compute...
Tuesday 6 October 2026
NTT Data bets on India to lift its AI business as data center race heats up
NTT Data expects India to contribute a larger share of its global artificial intelligence (AI) business than it does of its overall IT services business, as the Japanese company pushes...
Tuesday 6 October 2026
Schneider Electric's deal to buy PTC is the next step in its software push
Schneider Electric has agreed to purchase software company PTC in a deal valuing its equity at around US$22.6 billion. The all-cash acquisition marks the French energy and tech company's...
Monday 5 October 2026
Southern Taiwan Science Park revenue climbs 36.5% in first eight months of 2026
Companies in the Southern Taiwan Science Park (STSP) posted record revenue of NT$2.495124 trillion (US$78.59 billion) in the first eight months of 2026, up 36.5% from a year earlier,...
Monday 5 October 2026
Tech giants push into Australia for AI data centers
Microsoft is expanding AI and cloud infrastructure in Australia, while Google has announced a Christmas Island connectivity hub amid reports of a proposed data center there. Australia's...
Monday 5 October 2026
AI-driven power crunch positions energy upstarts as key IT equipment buyers
Surging electricity demand driven by artificial intelligence, combined with growing public backlash against data center developments, is elevating energy developers into the new powerbrokers...
Friday 2 October 2026
Amazon weighs US$8B chip sale-leaseback to support credit rating
Amazon is considering moving about US$8 billion worth of high-end Nvidia chips off its balance sheet through a sale-leaseback structure, according to the Financial Times and...
Friday 2 October 2026
LG Electronics, LS Electric target AI data center bottlenecks with US cooling capacity, 345kV power deals
South Korea's LG Electronics and LS Electric are expanding deeper into AI data center infrastructure, targeting two of the fastest-growing bottlenecks around high-density computing:...
Friday 2 October 2026
Google's first Suncatcher satellite reaches orbit to test AI chips in space
Google has moved its orbital AI data center ambitions from paper to hardware. A prototype satellite carrying the company's Tensor Processing Units (TPUs) reached orbit on October 1,...
Thursday 1 October 2026
Charts: Micron earns its best margins from PCs, phones, not AI
Micron's best margins aren't coming from AI data centers. They come from PCs and smartphones, markets where Micron warns that unit sales could fall.
Thursday 1 October 2026
Ascend now ahead of Nvidia in China, with domestic supply driving AI chip substitution, says Huawei chairman
Huawei rotating chairman Eric Xu said the company's Ascend AI accelerators have surpassed Nvidia in both sales and market share in China, highlighting how US export controls on advanced...
Thursday 1 October 2026
Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...

Thursday 1 October 2026
Jabil targets US$17.5 billion in data center revenue as it builds out power, cooling, and networking
Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5...