The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked...

Jensen Huang used a Goldman Sachs conference appearance to argue that the constraints on AI's build-out are expanding from silicon into...

Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

Breaking from the industry's mainstream reliance on III-V compound semiconductors, Taiwanese startup Taiwan Nano & Micro-Photonics...

Kathy Yang, chief campus operations officer at Foxconn, said the company began moving abroad more than a decade ago as production shifted...

Japanese electronics giant NEC stopped development of gate-based superconducting quantum computer hardware at the end of March 2026...