The economics of closed artificial intelligence (AI) models may be fundamentally broken, and the centralized cloud infrastructure supporting them is the next target — that was...
Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic...
TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly...
TSMC chairman C.C. Wei told shareholders on June 4 that the company sees no reason to cut capital spending, citing strong demand for advanced chips, continuing expansion in the US,...
Alphabet said it will raise US$80 billion in equity to fund a rapid expansion of artificial intelligence infrastructure as demand for its services accelerates, signaling a more capital-intensive...
In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes...
United Integrated Services, a key fab-building partner for TSMC and Micron, said the global artificial intelligence (AI) boom is continuing to drive semiconductor capital spending...
Foxconn chairman Young Liu said the company is accelerating its move into electric vehicles, robotics, and smart cities, arguing that these businesses will drive its next phase of...
ByteDance is considering a sharp increase in capital spending this year as the TikTok owner pushes deeper into artificial intelligence infrastructure — a move that could make...
Nvidia held an "employee town hall" on the morning of May 27 at the T17 and T18 sites in Beitou-Shilin Technology Park (BSTP), where CEO Jensen Huang met staff, gave away Dom Pérignon,...
The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides...
Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...
Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments,...
Global Lighting Technologies (GLT) has moved away from its traditional display business and is now focusing on optical microstructures for automotive, wearables, and biomedical applications,...
