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Friday 24 July 2026
AI data centers emerge as dynamic loads, posing new challenges for power grids
As generative AI adoption accelerates, AI data centers are becoming one of the fastest-growing sources of electricity demand worldwide. Unlike conventional data centers, however, AI...
Friday 24 July 2026
Trumpf builds EUV moat with 40 years of chip tech
AI demand is continuing to drive global semiconductor investment, lifting the importance of extreme ultraviolet (EUV) lithography once again. Trumpf, the German laser maker and key...
Friday 24 July 2026
AI memory crunch hits smartphones and PCs, splitting winners from losers

AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and...

Friday 24 July 2026
PG Union bets on new models as Taiwan auto market weakens
PG Union is counting on new vehicle launches to navigate a weakening Taiwan auto market in the second half of 2026, after demand in the first seven months fell short of industry ex...
Friday 24 July 2026
Techzone sees stronger 2026 demand as semiconductor waste processing tightens
Techzone said growing AI demand and continued ramp-up of advanced semiconductor production have increased both the volume and complexity of specialty solvents, pushing hazardous waste...
Friday 24 July 2026
AI data centers push liquid cooling into core infrastructure

Rising computing demand in AI data centers is turning liquid cooling from a premium option into a core infrastructure element for high-power...

Thursday 23 July 2026
IBM trims revenue outlook as hardware demand reshapes client spending

IBM lowered its full-year revenue growth target after a second-quarter miss, saying clients shifted spending toward scarce hardware...

Thursday 23 July 2026
Sino-American Silicon Products, United Renewable Energy launch US solar module venture
Sino-American Silicon Products (SAS) and United Renewable Energy (URECO) announced that they will jointly invest in establishing a solar module manufacturing company in the US, with...
Thursday 23 July 2026
STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%
STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...
Thursday 23 July 2026
Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...
Thursday 23 July 2026
Texas Instruments sees China EV surge and rising analog prices as upcycle broadens

Texas Instruments' second quarter of 2026 results landed Wednesday with two signals worth parsing beyond the headline numbers: an automotive...

Thursday 23 July 2026
Foxconn's Vietnam arm moves into EV charging equipment
Fulian Precision Technology Component, a Vietnamese subsidiary of Taiwan's Foxconn Industrial Internet (FII), has added electric-vehicle charging equipment to its registered business...
Thursday 23 July 2026
Google bets bigger on AI infrastructure as demand signals grow stronger across the board
Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...
Thursday 23 July 2026
Samsung unveils new foldables and smartwatches to sharpen health and sports focus
Samsung Electronics on July 22 introduced new Galaxy Z foldable phones and two smartwatches aimed at distinct users, underscoring how global demand is pushing wearables toward clearer...
Thursday 23 July 2026
Commentary: Intel must show real AI orders to prove its turnaround
Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...