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Thursday 30 October 2025
Samsung 3Q25 marks the reset of the global memory hierarchy
Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and...
Thursday 30 October 2025
Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook
Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data...
Thursday 30 October 2025
Flex posts record quarter as it pivots toward higher-margin, AI-focused business

Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by...

Thursday 30 October 2025
AMD completes divestiture of ZT Systems manufacturing business to Sanmina
On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD...
Thursday 30 October 2025
Zuckerberg outlines Meta’s AI endgame—superintelligence at global scale
Meta Platforms' leadership has reaffirmed the company's deep commitment to advancing artificial intelligence, emphasizing large-scale infrastructure expansion and continued investment...
Thursday 30 October 2025
Pichai outlines Alphabet’s next act: scaling AI from cloud to cars
Alphabet CEO Sundar Pichai underscored the company's accelerating progress in artificial intelligence infrastructure, product leadership, and autonomous mobility during its third...
Thursday 30 October 2025
Google’s record quarter fuels an infrastructure binge for the AI age
Alphabet has reported record results for the third quarter of 2025, with double-digit growth across all major business segments and a sharp rise in capex reflecting the company's...
Wednesday 29 October 2025
TSMC drives US chip self-sufficiency push as Japan commits US$550 billion to energy
US Commerce Secretary Howard Lutnick said the Trump administration plans to lift the nation's semiconductor self-sufficiency target to 40%, citing TSMC's continued fab expansion in...
Tuesday 28 October 2025
Power crunch threatens Taiwan's semiconductor supply chain
Driven by global net-zero ambitions and the rapid rise of AI computing, electricity has evolved from basic infrastructure into a strategic resource shaping national competitiveness...
Tuesday 28 October 2025
Applied Digital secures US$15 billion lease to expand computing capacity at Polaris Forge 2 campus
Applied Digital, a firm specializing in data center design, development, and operations, has signed a US$15 billion infrastructure lease agreement spanning 15 years with an unnamed...
Tuesday 28 October 2025
Foxconn commits US$1.37 billion to build AI supercomputing center and expand cloud infrastructure
Driven by the global surge in generative AI, Foxconn announced plans to invest NT$42 billion (approximately US$1.37 billion) toward procuring AI computing power and cloud business...
Tuesday 28 October 2025
Trump turns a blind eye to US's AI power grid problem
AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street...
Tuesday 28 October 2025
HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals
As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not...
Monday 27 October 2025
Global 5G SA rollout lopsided, with 95% of users in just three countries
As the global digital transformation accelerates, 5G has become a critical foundation driving comprehensive upgrades across industries. However, its revolutionary potential remains...
Monday 27 October 2025
AI surge triggers severe PCB material shortages; key players Elite Material and Co-Tech speak out
The rapid growth in global AI infrastructure demand is driving intense business activity not only in advanced semiconductor supply chains and server system assembly but also causing...