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Tuesday 27 January 2026
Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?
OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI...
Tuesday 27 January 2026
Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion
Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial...
Tuesday 27 January 2026
Sanmina reports surge in revenue driven by AI infrastructure expansion
Sanmina announced a robust start to fiscal year 2026, reporting a 59% year-over-year increase in revenue for its first quarter ended December 27, 2025. The company's performance was...
Tuesday 27 January 2026
Infineon pushes vertical power delivery for AI data center efficiency gains
As the race to scale artificial intelligence computing accelerates, global technology companies are committing large sums to AI infrastructure. Capital spending is climbing rapidly,...
Monday 26 January 2026
AI development shifts focus to real-world impact in 2026, signaling industry recalibration
Artificial intelligence (AI) development is entering a pivotal phase as the industry prepares to shift from showcasing model capabilities to assessing the technology's practical impact...
Monday 26 January 2026
Power transmission efficiency shapes future of AI computing and regional competitiveness
As global investment in generative AI accelerates, the critical bottleneck is shifting from advanced processor manufacturing to the availability and efficiency of power transmission...
Monday 26 January 2026
Apple appoints Craig Federighi to lead AI efforts, signaling strategic shift with Google Gemini integration
Apple has named senior vice president Craig Federighi to head its artificial intelligence (AI) division, aiming to accelerate the company's AI advancements by integrating Google's...
Saturday 24 January 2026
Energy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains
The Global Electronics Association's latest "2026 Electronics Industry Trend Forecast" highlights critical challenges and shifts that will impact the sector over the next few years...
Friday 23 January 2026
SEALSQ, Gujarat govt, and Kaynes SemiCon sign MoU to establish India's first secure post-quantum semiconductor center
SEALSQ Corp, a developer of semiconductors and post-quantum technology solutions, announced on January 21, 2026, that it has signed a non-binding Memorandum of Understanding (MoU)...
Friday 23 January 2026
Space industry investment surges to a new high after years of volatility
Global investment in the space industry has reached a historic inflection point and is poised to climb further in 2026, driven by sustained government spending on defense-related satellite...
Friday 23 January 2026
Foxconn Industrial Internet accelerates AI-driven transformation to reshape global manufacturing platform
Foxconn Industrial Internet (FII), a subsidiary of Foxconn (Hon Hai Precision), outlined ambitious plans to reposition itself as a key manufacturing platform within the global artificial...
Friday 23 January 2026
Micron to begin commercial output at Gujarat ATMP plant as India advances semiconductor push
Micron Technology will start commercial semiconductor production at its US$2.75 billion ATMP facility in Sanand, Gujarat, by the end of February 2026, India's electronics and IT minister...
Friday 23 January 2026
AI and automotive growth drive rising demand for quartz frequency components
The market for high-end quartz frequency control components is experiencing increased demand as AI infrastructure expands and automotive technologies advance. Growth in 2026 is expected...
Friday 23 January 2026
Alibaba's T-Head Semiconductor reportedly eyes IPO amid China chip boom
Alibaba is reportedly planning to spin off its chip unit, T-Head Semiconductor, and pursue an initial public offering (IPO) to capitalize on the current surge in Chinese chipmaker...
Friday 23 January 2026
Taiwan-based Delta Electronics redefines value as power becomes AI development lifeline
At the World Economic Forum, Nvidia CEO Jensen Huang highlighted energy and power systems as the backbone of AI infrastructure. This perspective has shifted market attention to companies...