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Monday 7 September 2026
Eaton expands AI data center stack from grid to chip
As AI data centers scale rapidly, Eaton is expanding beyond traditional power management into modular power deployment, next-generation DC conversion and liquid cooling, positioning...
Monday 7 September 2026
AI racks move toward MW scale as power, cooling converge
As AI computing power surges, the energy consumption of AI servers has become a major bottleneck that must be solved. The issue is spreading from chips into power delivery systems...
Saturday 5 September 2026
Google TPU splits training, inference as CPU becomes next focus
As AI model training, inference, and AI agent workloads continue to grow, AI accelerators are increasingly being optimized for different tasks. Amin Vahdat, Google's senior vice president...
Saturday 5 September 2026
Adata expands AI business with TRUSTA, Industrial brands
ADATA Technology said it will integrate the products, technologies and solutions of its TRUSTA and ADATA Industrial brands to target enterprise servers, edge computing, system integration,...
Friday 4 September 2026
South Korea taps chip windfall for next tech push
South Korea is turning a semiconductor-driven tax windfall into a broader technology investment push, directing record fiscal firepower toward chips, Nvidia's Vera Rubin computing...
Friday 4 September 2026
Lite-On makes US$170 million strategic investment in DCX for AI cooling push
Lite-On Technology announced a strategic investment in Polish liquid cooling solutions provider DCX Polska, also known as DCX Liquid Cooling Systems. The deal will give Lite-On approximately...
Friday 4 September 2026
Taiwan to expand AI compute capacity as supercomputer at research institute hits full load
Taiwan is racing to expand its AI compute capacity as demand for AI chips, GPUs and AI servers surges, with compute infrastructure now central to national competitiveness. According...
Friday 4 September 2026
AI boom reshapes DRAM market as Samsung regains lead and CXMT gains ground

The global DRAM market continued its explosive expansion in the second quarter of 2026, as AI infrastructure spending drove demand for...

Thursday 3 September 2026
Infineon sees AI data centers, physical AI as growth drivers
Infineon said the rapid buildout of AI data centers and emerging Physical AI applications could reshape semiconductor demand worldwide. The shift signals higher infrastructure spending,...
Thursday 3 September 2026
KEPCO seeks US$18 billion from Samsung, SK Hynix to fund Korea's power grid
Korea Electric Power Corp. (KEPCO) has proposed that Samsung Electronics and SK Hynix prepay as much as KRW25 trillion (approx. US$18 billion) in electricity bills as South Korea looks...
Thursday 3 September 2026
Microsoft unveils two-segment reporting structure, standalone Azure financials
Microsoft has unveiled its consolidation of its operating segments from three down to two: Agents and Infra alongside Devices and Consumer. The tech giant also announced plans to disclose...
Thursday 3 September 2026
TSMC doubles down on equipment purchase as AI demand is outpacing semiconductor supply chain planning
TSMC says surging AI demand is stretching the global chip industry beyond its usual planning cycle, with fast-changing procurement needs, labor shortages, and infrastructure constraints...
Thursday 3 September 2026
Google to expand Taipei AI infrastructure center as Taiwan ties deepen
Google will expand its AI infrastructure research and development center in Taipei's Shilin district, adding 60% more office space, as it deepens work with Taiwan's supply chain on...
Thursday 3 September 2026
China optical module makers ride AI boom as 800G, 1.6T orders stretch into 2027
AI infrastructure expansion is accelerating demand for 800G and 1.6T optical modules, lifting first-half 2026 results across major Chinese suppliers and extending order visibility...
Thursday 3 September 2026
HPE has already bought the supply behind its raised fiscal 2027 plan
The most consequential figures on HPE's fiscal third-quarter earnings call on September 2 were not the results but the commitments standing behind them. According to Bloomberg's transcript...