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Friday 17 July 2026
ABB to buy Rotork in US$5.5 billion cash deal
ABB said it has agreed to acquire Rotork in a recommended all-cash offer that would deepen the Swiss industrial group's push into electrification and automation, with potential implications...
Friday 17 July 2026
WAIC 2026 puts China's AI race on supernodes, domestic chips, and real-world deployment

China's AI industry is shifting from model scale to the infrastructure needed to train, deploy and commercialize AI, with supernodes, high-speed...

Friday 17 July 2026
SK Group chair floats 'memory as a service' model for SK Hynix

SK Group chairman Chey Tae-won has floated a "memory as a service" model for SK Hynix, saying the memory chipmaker needs to build a...

Friday 17 July 2026
Japan steps up sovereign AI ambitions as Noetra launches multimodal AI project, plans infrastructure of 27,500 Nvidia Rubin GPUs
Noetra has launched full-scale R&D for a Japan-developed multimodal foundation model, a move that could shape the future of AI robots, industrial automation, and so-called physical...
Friday 17 July 2026
Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages
Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability...
Thursday 16 July 2026
DeepSeek eyes US$70 billion valuation and Shanghai IPO as Apple Intelligence enters China

DeepSeek is preparing a new fundraising round and a possible Shanghai listing as surging computing costs force one of China's best-known...

Thursday 16 July 2026
AWS showcases Trainium, Inferentia and Graviton in Taiwan, home to over 90% of advanced chip production

Amazon Web Services opened its 2026 AWS Summit Taipei on July 15, placing AI agents, custom chips and enterprise AI adoption at the center...

Thursday 16 July 2026
Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure
Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind...
Thursday 16 July 2026
Samsung, SK hynix race to make Gwangju memory hub operational within four years
Samsung Electronics and SK hynix are set to anchor a KRW800 trillion (US$532.4 billion) semiconductor cluster at the former Gwangju military airport site in South Korea. Industry experts...
Thursday 16 July 2026
China's top seller of AI compute has emerged without owning the GPUs

Beijing Approach AI Technology Co., or Approaching.AI, raised more than CNY1 billion within six months by selling AI tokens generated...

Wednesday 15 July 2026
JCET forecasts higher first-half profit on AI-driven chip demand
China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum...
Wednesday 15 July 2026
AI server tracker: Power and thermal suppliers lead June revenue growth

Taiwan's AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard...

Wednesday 15 July 2026
Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand
Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI...
Wednesday 15 July 2026
White House bets on AI clearinghouse to close gap between finding and fixing cyber flaws
On July 14, 2026, the White House launched Gold Eagle, a federal cybersecurity clearinghouse meant to coordinate how software vulnerabilities are detected and patched across open-source...
Wednesday 15 July 2026
AI computing demand lifts fiber prices and volume

AI data-center buildouts are driving global demand for high-speed optical interconnects and triggering a new round of capacity expansion...