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...
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...
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...
Meta Platforms' leadership has reaffirmed the company's deep commitment to advancing artificial intelligence, emphasizing large-scale infrastructure expansion and continued investment...
Alphabet CEO Sundar Pichai underscored the company's accelerating progress in artificial intelligence infrastructure, product leadership, and autonomous mobility during its third...
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...
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...
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...
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...
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...
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...
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...
As the global digital transformation accelerates, 5G has become a critical foundation driving comprehensive upgrades across industries. However, its revolutionary potential remains...
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...