CONNECT WITH US
NEWS TAGGED INFRASTRUCTURE
Thursday 18 June 2026
Taiwan chip makers signal durable upcycle as memory prices and AI demand align

Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising...

Thursday 18 June 2026
China launches probe into Beidou infrastructure quality scandal

China has launched a probe into a Beidou high-precision smart monitoring project in Shandong, after reports of severe construction...

Thursday 18 June 2026
SK Group tops KRW2,000 trillion as AI memory demand and Nvidia visit lift valuation

SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first...

Wednesday 17 June 2026
PCIM 2026: How high-voltage infrastructure is unifying AI and e-mobility sectors
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate...
Wednesday 17 June 2026
Foxconn teams with power giants to seize AI data center demand

Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure...

Wednesday 17 June 2026
Nvidia highlights role of optical networking as Coherent breaks ground on Texas AI chip facility
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could...
Wednesday 17 June 2026
Tata Electronics pollution probe closure highlights lingering risks for Apple's India supply chain
Reuters reported on June 16 that Tamil Nadu's pollution control board closed its probe into Tata Electronics' Hosur iPhone component plant after the company addressed violations...
Wednesday 17 June 2026
Samsung Electro-Mechanics expands silicon capacitor push on integration edge

Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology...

Wednesday 17 June 2026
China's six-network plan signals a long-term infrastructure and technology self-reliance push

China's elevation of six infrastructure categories to national strategic priority status could reshape its industrial base, reduce...

Tuesday 16 June 2026
Qualcomm weighs Tenstorrent deal that could reach US$10 billion

Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Information reported, citing a person with direct...

Tuesday 16 June 2026
AMD to acquire MEXT to expand AI memory optimization tools
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance,...
Tuesday 16 June 2026
Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible...

Tuesday 16 June 2026
Adani-Jabil partnership highlights India's push for domestic AI infrastructure
The deal between Gautam Adani's group and American engineering firm Jabil signals a broader shift toward domestic AI infrastructure in India, with potential consequences for global...
Tuesday 16 June 2026
SpaceX's US$2 trillion debut raises questions over AI profits and China supply-chain exposure
SpaceX's market debut pushes its valuation above US$2 trillion, signaling a mega-cap player in AI, space, and satellite services. Analysts warn the company faces structural questions:...
Tuesday 16 June 2026
Foxconn and Schneider Electric strike strategic partnership to build next-generation data center reference architecture
Foxconn and Schneider Electric announced a strategic partnership to jointly develop a next-generation data center reference architecture, combining Foxconn's capabilities in advanced...