Sandisk sees demand for roughly 60 to 90 gigabytes of NAND flash per CPU in certain AI inference and agent-orchestration applications, as customers rethink how they use different memory...

Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to...

Delta Electronics approved plans on October 28 to establish a large manufacturing base in Penang, Malaysia, as the power and thermal management company expands overseas production...

Intel's growing server business is strengthening its operating recovery, but a factory disruption and a prolonged PC downturn threaten its ability to convert demand into near-term...

Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...

Doosan Enerbility is strengthening its position in the AI-driven power infrastructure market, backed by 12 gas turbine orders in the US and an expanding nuclear energy portfolio. At...

Sandisk says AI infrastructure customers are returning to secure more NAND flash after underestimating their storage requirements, even as its pipeline of prospective long-term supply...

Strong demand for AI applications and cloud services is driving investment in high-performance computing chips and AI servers, prompting Taiwan manufacturers to expand capacity and...

STMicroelectronics (ST) reported third-quarter 2026 revenue of US$3.76 billion, above the midpoint of its guidance, as AI data center and low Earth orbit (LEO) satellite demand lifted...

Taiwan-based CoreIntelligence Holdings Corporation (CiHC) expects demand for its in-car projection products to grow 60% to 70% in 2027, as high-end projection solutions and immersive...

Power shortages and a shortage of high-voltage direct-current (HVDC) technicians in the US are slowing AI data center construction and making delivery schedules harder to predict,...

Delta Electronics expects fourth-quarter 2026 operations to improve from the third quarter, supported by artificial intelligence (AI) data center construction, said chairman Ping Cheng...

Intel's server expansion is drawing equipment and materials suppliers into a capacity push, but the benefits will arrive in stages. Management's October 29 earnings-call comments identified...

Sandisk's latest quarter showed enterprise storage as a stronger growth engine while its consumer business contracted. This divergence is central to interpreting the company's expansion:...

Amazon's third quarter showed its cloud expansion translating into stronger operating profitability, while the cash demands of building AI infrastructure kept rising. The result sharpens...