News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Friday 26 June 2026

Samsung eyes Gwangju chip site as SK Hynix weighs regional and overseas options

South Korea's plan to push semiconductor investment beyond the greater Seoul area is taking clearer shape, with Samsung Electronics reportedly...

Friday 26 June 2026

Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?

Chinese AI startup Z.ai, also known as Zhipu AI, has turned GLM-5.2 into the clearest test yet of China's frontier AI gap with Anthropic and OpenAI. Its stock surge is now raising...

Friday 26 June 2026

SK Hynix races to open Yongin triple-deck fab in 2027

SK Hynix is racing to complete the first cleanroom at its massive Yongin Semiconductor Cluster in Gyeonggi Province, South Korea, by...

Friday 26 June 2026

Japan puts JPY101.6 trillion AI chip push at heart of JPY370 trillion growth roadmap

Japan is moving to anchor its long-term growth strategy around AI, semiconductors, and strategic infrastructure, as Prime Minister Sanae Takaichi seeks to use state-backed investment...

Friday 26 June 2026

Amazon raises India bet to US$48 billion, adds US$13 billion for AI and cloud

Amazon on June 25 announced an additional US$13 billion investment in India's AI and cloud infrastructure by 2030, the third major commitment the company has made in as many years...

Friday 26 June 2026

Alibaba chip unit T-Head triples registered capital amid AI push

Alibaba Group's semiconductor design arm T-Head has more than tripled its registered capital, underscoring the Chinese technology giant's growing focus on artificial intelligence infrastructure...

Friday 26 June 2026

Apple and Google consider adopting Chinese memory chips: three obstacles remain

As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that...

Friday 26 June 2026

Altos and FPT sign MOU to scale enterprise AI and HPC across Asia-Pacific

Altos, a subsidiary of Acer, said on June 24, 2026, that it signed a memorandum of understanding (MOU) with Vietnam-based FPT to jointly deploy and commercialize enterprise AI across...

Thursday 25 June 2026

Europe's AI infrastructure: the cost gap that policy cannot paper over

The EU currently hosts roughly 5% of the world's AI compute capacity. The US holds close to 75%. McKinsey projects European data center demand will grow from 10 GW of IT load in 2024...

Thursday 25 June 2026

ADATA explores Thailand role in AI computing expansion

ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit...

Thursday 25 June 2026

Nvidia CPO roadmap positions TSMC COUPE for next AI infrastructure wave

Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape,...

Thursday 25 June 2026

AI server demand drives sharp price gains in high-end MLCCs

Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly...

Thursday 25 June 2026

MediaTek, Google reportedly deepen ASIC ties as SerDes race hits 448G

MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide...

Thursday 25 June 2026

Qualcomm integrates Dragonfly data center systems into expanded Hugging Face AI partnership

Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises...

Thursday 25 June 2026

Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market

On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor...

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook