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Monday 2 November 2026
Lite-On reports record third-quarter profit as AI revenue exceeds 30%
Lite-On Technology reported record net profit for the third quarter of 2026 as demand for AI infrastructure boosted its cloud and power businesses. The Taiwanese electronics supplier...
Saturday 31 October 2026
Infineon's 300mm GaN push turns Europe's power-chip strength into an AI infrastructure bet

The aggressive deployment of infrastructure-scale AI projects is rapidly driving up compute demand as chip architectures continue to scale across...

Friday 30 October 2026
Power shortages slow AI data-center builds as Delta expands HVDC, SOFC
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,...
Thursday 29 October 2026
Qisda's commercial drones enter production as physical AI expands its growth strategy
Qisda President Cally Ko said future infrastructure supporting autonomous physical AI would evolve beyond simply providing connectivity and power to also deliver sensing, computing,...
Thursday 29 October 2026
Samsung SDI wins 1GWh US battery storage deal
Samsung SDI has signed a follow-on 1GWh contract to supply energy storage systems (ESS) to US power developer Alpha Omega Power (AOP). The batteries will be made in Indiana and delivered...
Wednesday 28 October 2026
Germany diversifies transport fuels to cut carbon emissions as HVO 100, eSAF reshape global supply chains
Germany is advancing a pragmatically diversified transport and energy strategy centered on renewable diesel and electricity-based sustainable aviation fuel (eSAF). As the country works...
Tuesday 27 October 2026
Australia's AI build-out hits the grid: how a delayed power line wiped out AUD3 billion
Australia's push to become an AI infrastructure hub for the Asia-Pacific is running into constraints that capital alone cannot solve: the last mile of grid connection, and the consent...
Tuesday 27 October 2026
Weekly news roundup: iPhone Duo shipment target revised upward amid display issues
This week's coverage highlights shifting technology supply chains and rising demand across foldable smartphones, memory, energy storage, robotics, and AI infrastructure. Apple lifted...
Tuesday 27 October 2026
DIGITIMES Insights: AI servers move toward 800V DC as vertical power delivery promises higher efficiency, lower transmission losses
AI server power architectures are evolving toward high-voltage distribution and point-of-load voltage conversion, according to DIGITIMES Intelligence.
Saturday 24 October 2026
Mitsubishi Electric, ABB form joint venture for power distribution business
Mitsubishi Electric has announced plans to carve out its distribution panel components business for factories and commercial buildings into a joint venture (JV) with Swiss power and...
Saturday 24 October 2026
AIDC launches Taiwan's largest industrial microgrid with 9MW/54MWh energy storage capacity
Aerospace Industrial Development Corporation (AIDC) held an inauguration ceremony for its 9MW/54MWh large-scale microgrid system at its Shuinan facility in Taichung on October 22,...
Friday 23 October 2026
India's CleanMax partners with Apple, Meta to supply green power for AI data centers
CleanMax's partnerships with Apple, Meta, and other technology companies highlight how artificial intelligence (AI) data centers are intensifying global demand for renewable power.
Thursday 22 October 2026
Tesla's Megapack boom meets AI power crunch, but margin gains raise questions
While Tesla is expanding its ambitions in autonomous transportation and embodied AI, developments in its energy-storage business are drawing attention following a mixed set of financial...
Wednesday 21 October 2026
CATL's profit growth slows, sharpening focus on 50% energy-storage revenue target
CATL's third-quarter revenue rose 58.58% year-over-year to CNY165.22 billion (approx. US$24.73 billion), but net profit attributable to shareholders increased just 14.54% to CNY21.25...
Tuesday 20 October 2026
Nscale set to lose Microsoft as anchor tenant over UK power delays, adding uncertainty to IPO
UK neocloud provider Nscale is set to lose Microsoft as the anchor tenant at its Loughton data center in Essex, after delays in power availability disrupted plans to support AI computing...