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Monday 13 July 2026
MiniMax bets US$2 billion on AI infrastructure as lock-up selloff deepens its split with Z.ai
Chinese artificial-intelligence developer MiniMax is raising HK$16 billion (approx. US$2.04 billion) through a share placement and convertible bonds to accelerate spending on AI infrastructure...
Monday 13 July 2026
Samsung targets 2029 Yongin fab opening as infrastructure timetable tightens
Samsung Electronics plans to begin operations at its first Yongin fab in 2029, one to two years ahead of the original schedule, increasing pressure on South Korea to accelerate the...
Monday 13 July 2026
Trans-Sun Materials posts record revenue on AI server and HPC demand

Trans-Sun Materials Technology posted record revenue for June, the second quarter and the first half of 2026, supported by rising demand...

Monday 13 July 2026
Apple reportedly accelerates AI chip roadmap as next-gen Macs prioritize neural processing

Apple is reshaping its Mac chip roadmap to prioritize AI, accelerating development of future processors as the company seeks to strengthen...

Monday 13 July 2026
Weekly news roundup: TSMC widens AI chip lead as HBM and CoWoS bottlenecks reshape supply chains

AI demand is still outrunning advanced semiconductor capacity, putting foundry output, HBM supply, packaging and server infrastructure at...

Monday 13 July 2026
Trio revenue rises on AI server battery backup demand in June
Trio Technology said June 2026 revenue rebounded on stronger stocking demand for battery backup units used in AI servers, even as the broader second quarter remained pressured by tight...
Monday 13 July 2026
Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs
GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory...
Monday 13 July 2026
Column: Steel industry shifts from capacity to performance

As infrastructure upgrades, rail decarbonization, and the reshaping of critical materials supply chains accelerate, the steel industry...

Sunday 12 July 2026
Infinitix signs Sarawak AI pact to expand Southeast Asia cloud services
Taiwan-based AI infrastructure software provider Infinitix signed a memorandum of understanding with Sarawak Information Systems Sdn. Bhd. (SAINS) to jointly promote AI infrastructure,...
Saturday 11 July 2026
Cisco says agentic AI will triple enterprise network traffic within three years

Agentic AI is putting new pressure on enterprise networks and cybersecurity infrastructure as companies accelerate internal deployment,...

Friday 10 July 2026
Wolfspeed challenges Navitas over GaN and SiC patent boundaries

Wolfspeed's patent lawsuit against Navitas Semiconductor has opened a new front in the wide-bandgap power chip race, extending the legal...

Friday 10 July 2026
Meta readies Iris chip, locks in supply for push to 14 gigawatts
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...
Friday 10 July 2026
King Slide leans on R&D, automation, and global expansion to defend margins
King Slide Technology is betting that global customers will value engineering depth, manufacturing reliability, and supply-chain resilience more than low prices. The Taiwanese component...
Thursday 9 July 2026
Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27
Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June...