News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

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...

Thursday 20 August 2026

Chroma's Proprietary ASIC Technology Reshapes the Semiconductor Test Landscape

As demand for AI servers, high performance computing (HPC), and data center infrastructure accelerates, the semiconductor and power electronics test equipment market...

Wednesday 19 August 2026

Vietnam eyes city upgrades for Samsung hub Bac Ninh and Quang Ninh

Vietnam is considering plans to turn Bac Ninh, a major Samsung Electronics manufacturing hub, and Quang Ninh into centrally administered cities as the country builds out its northern...

Wednesday 19 August 2026

Baidu's AI business drives growth as robotaxi expansion accelerates

Baidu is deepening its shift toward an AI-first business, with AI-powered operations accounting for half of its general business revenue in the second quarter as demand for computing...

Wednesday 19 August 2026

Tech giants' AI commitments reach US$3 trillion beyond balance sheets

Alphabet, Meta, Amazon, Microsoft and other major technology companies have accumulated as much as US$3 trillion in off-balance-sheet commitments tied to AI infrastructure, according...

Wednesday 19 August 2026

Alibaba's Lingxi sale shows how AI is redrawing China's Big Tech priorities

As AI infrastructure increasingly absorbs both capital and management attention across China's technology sector, even profitable businesses...

Tuesday 18 August 2026

Rockchip profit jumps 62% as edge AI chips scale across devices

China AIoT chip designer Rockchip posted record first-half 2026 results, with revenue rising 40.6% year on year to CNY2.88 billion (US$427...

Tuesday 18 August 2026

SK hynix's No. 2 customer closes in on Nvidia in 1H26 sales

SK hynix's second-largest customer generated KRW17.19 trillion (approx. US$12.4 billion) in sales in the first half of 2026, nearly...

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