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    Hermes-Epitek eyes CPO test revenue in 2027
    Sep 22, 20:11
    YMTC wins German injunctions against Micron in patent dispute
    Sep 22, 20:11
    Alibaba’s Qwen speeds up self-improvement as Qwen4 training begins
    Sep 22, 20:11
    LG Group and Microsoft deepen AI partnership across data centers and physical AI
    Sep 22, 20:10
    NEWS TAGGED INFRASTRUCTURE
    Wednesday 16 September 2026
    DeepSeek to hire its first CFO as it aims for public listing, expands workforce

    DeepSeek is reportedly set to hire Wentao Yan, a partner at venture capital firm GL Ventures, as its first CFO. If the appointment takes...

    Wednesday 16 September 2026
    As AI data centers hit a transmission wall, GlobalFoundries pushes into silicon photonics
    At the China International Optoelectronics Expo (CIOE), a palm-sized metal transceiver represents the shift from copper to light in data center infrastructure, one of the biggest transformations...
    Wednesday 16 September 2026
    DIGITIMES Insight: Google scales TPU systems to 1 million chips as power becomes the bottleneck

    At SEMICON Taiwan 2026, Google outlined the direction of its AI infrastructure, and DIGITIMES notes that the discussion extended well...

    Tuesday 15 September 2026
    The Boring lands US$3 billion from UAE investors, fueling Musk's underground transit dream
    Even as he leads SpaceX through the largest IPO in history and rolls out Tesla's Cybercab robotaxi fleet in Austin, Texas, Elon Musk has not let go of his ambitions for underground...
    Tuesday 15 September 2026
    Wiwynn deepens US AI server footprint with US$1.6 billion Texas manufacturing hub
    Wiwynn has officially opened its advanced manufacturing facility in Socorro, Texas, deepening the Taiwan-based server maker's US footprint. The move comes as booming AI infrastructure...
    Tuesday 15 September 2026
    DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting
    DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.
    Tuesday 15 September 2026
    Global semiconductor revenue hits record US$425B in 2Q26
    Global semiconductor revenue reached a record US$425 billion in the second quarter of 2026, surging 31.4% quarter-over-quarter, as AI demand and strong memory pricing continued to...
    Tuesday 15 September 2026
    China's space-computing race moves beyond single satellites: Shanghai's gigawatt-scale AI ambition lands in orbit
    While the US showcases its strength as one of the world's established space powers — reinforced by SpaceX's growing dominance in satellite connectivity — a quieter but...
    Tuesday 15 September 2026
    AI server tracker: OEM/EMS August revenue trends, operational outlook

    Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

    Tuesday 15 September 2026
    AI's next bottleneck may be profitability, not compute, SK chair warns
    For years, as the heat surrounding AI continued to build, competitiveness across the industry was largely measured by brute-force computing power. The broader infrastructure race was...
    Tuesday 15 September 2026
    Inside CIOE: takeaways from China's biggest optoelectronics show
    Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...
    Tuesday 15 September 2026
    Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges
    PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...
    Monday 14 September 2026
    Kokusai Electric gains from Hitachi split as AI memory demand surges
    Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According...
    Monday 14 September 2026
    Taiwan drone maker Twoway breaks into US defense supply chain with Oklahoma procurement deal
    Twoway has signed an agency procurement contract with a purchasing delegation from Oklahoma, marking a breakthrough in its defense strategy as it expands North American deployment...
    Monday 14 September 2026
    Samsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

    Samsung Electronics and SK Hynix have rejected a proposal to prepay KRW25 trillion (approx. US$18.7 billion) in electricity bills, highlighting...

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    BIZ FOCUS
    Sep 23, 08:00
    The Robot in the Supply Chain
    Tuesday 22 September 2026
    Macronix Secure Memories Build Hardware Defenses for EU CRA
    Tuesday 22 September 2026
    GUC Announces 2nm 16 Gbps HBM4E IP
    Tuesday 22 September 2026
    AI Drones Advance Industrial Inspection, Suntek Unlocks New Market Opportunities
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