News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Saturday 22 August 2026

America's launch boom runs into a capacity problem as White House targets 1,000 annual space launches

The US commercial space sector is entering a phase in which launching more rockets is no longer the only test of industrial scale. As flight cadence rises and multiple providers push...

Friday 21 August 2026

Broadcom reportedly eyes up to US$100B debt financing to expand AI chip push

Broadcom is in talks with asset managers to raise more than US$60 billion in debt financing, with the potential package reaching as much as US$100 billion, as the chipmaker moves to...

Friday 21 August 2026

Top 4 CSPs boost AI infrastructure; volume ramping of 800G switches fuels Accton's growth

Major global cloud service providers (CSPs) continue to scale up investments in AI infrastructure. According to the latest DIGITIMES research report, combined capital expenditures...

Friday 21 August 2026

Huawei, China power giant Huaneng explore AI compute-power coordination

China Huaneng Group said on August 20 that chairman Wen Shugang and president Zhong Guodong recently visited Huawei in Shenzhen, where they met Huawei founder Ren Zhengfei to discuss...

Friday 21 August 2026

JCET profit surges 79% on AI demand, with advanced packaging and CPO gaining scale

JCET Group reported record first-half revenue for 2026, with demand from artificial intelligence infrastructure and high-performance...

Friday 21 August 2026

SK Hynix weighs Japan memory fab in Miyagi, but says no investment is final

SK hynix is considering a large-scale memory semiconductor investment in Japan, with Miyagi Prefecture emerging as a potential site, although the company has stressed that no decision...

Friday 21 August 2026

Alibaba's 45% AI cloud jump masked by 75% capex surge and margin squeeze

Alibaba Group's June quarter is the clearest statement yet that the company now runs as an AI infrastructure business with an e-commerce cash engine attached, rather than the other...

Friday 21 August 2026

Elice to build South Korea's first warm-water-cooled AI data center, unveils coding agent

South Korean AI infrastructure provider Elice Group is expanding on two fronts, adding enterprise AI transformation (AX) solutions while building what it says will be the country's...

Friday 21 August 2026

TXC pivots to AI infrastructure as 1.6T optical modules surge

Quartz component leader TXC is targeting AI and automotive applications as demand grows for faster data transmission, with 1.6T optical modules expected to see explosive growth in...

Friday 21 August 2026

Kenmec surges on AI, advanced packaging to record orders, revenue

Fueled by robust global demand for artificial intelligence and the rapid expansion of semiconductor advanced packaging capacity, Kenmec...

Thursday 20 August 2026

Analysis: Marvell's US$120bn Google deal is the AI chip industry's new playbook — equity for orders, not cash

Marvell Technology is set to deepen its role in Google's AI infrastructure through an expanded agreement to develop custom chips, in a deal that could generate roughly US$120 billion...

Thursday 20 August 2026

LG targets 100,000 hours of robot training data ahead of 2027 humanoid debut

LG Electronics is scaling up its robot training infrastructure with Nvidia, targeting 100,000 hours of real and synthetic data by the end of 2026 as it pushes its physical AI strategy...

Thursday 20 August 2026

Beyond Starlink: the LEO satellite market enters a multi-constellation race

For years, SpaceX's Starlink has defined the commercial low-Earth-orbit (LEO) satellite market, transforming satellite connectivity from a niche communications technology into a global...

Thursday 20 August 2026

AI server market CAGR nears 40%; rack power density surging 100-fold poses grid strain

Speaking at the 2026 Taiwan AI Academy Annual Conference held on August 18 at Academia Sinica's Social Sciences building, Neo Yao, CEO of Foxconn's Visionbay.ai, and Huang-Jen Chiu,...

Thursday 20 August 2026

AI chip strategies echo StarCraft factions as memory bottleneck reshapes the race

The global semiconductor ecosystem is facing an unprecedented shortage of memory chips, with hardware growth increasingly constrained...

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Aug 20, 11:00

Corning-IRICO Trade Secret Case Enters New Phase

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