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Friday 12 December 2025
PCL Technologies eyes data center boom with AI-driven optical interconnects
Optical communication module manufacturer PCL Technologies has forecasted continued strong expansion in the global data center market, propelled by artificial intelligence advancements...
Friday 12 December 2025
WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand
AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025...
Friday 12 December 2025
Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions
Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware...
Friday 12 December 2025
China's transformer makers expand capacity in green energy upgrades
The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key...
Thursday 11 December 2025
Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns
Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights...
Tuesday 9 December 2025
UMC licenses Imec SiPh tech, plans risk production in 2026-27
UMC announced on December 8, 2025, that it has signed a technology licensing agreement with Belgium-based Imec to acquire the Imec iSiPP300 silicon photonics (SiPh) process. This...
Tuesday 9 December 2025
Baidu evaluates Kunlun chip spin-off for Hong Kong IPO, but offers no guarantee
Baidu has responded to reports that its in-house chip business, Kunlunxin, is planning a separate listing on the Hong Kong Stock Exchange by stating it is currently evaluating the...
Monday 8 December 2025
Research Insight: Strong momentum expected for data center AI chip packaging in 2025-2030
According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in...
Monday 8 December 2025
IBM CEO warns AI data center investments tough to break even due to short hardware cycles
As tech giants race to build data centers targeting artificial general intelligence (AGI), IBM CEO Arvind Krishna cautions that the industry is on a costly path that's difficult to...
Monday 8 December 2025
India roundup: India flip-flops on mandatory security app installation
India backtracks on plan for pre-installation of security app after public pushback. Global AI firms are partnering with local giants for AI data centers in India.
Thursday 4 December 2025
Tech Forum 2026: GW-level AI data centers become new norm as Taiwan supply chain eyes energy storage and fuel cell opportunities
The rising demand for AI servers is driving rapid growth in data center power consumption. Low-carbon energy technologies such as fuel cells and energy storage batteries are seen...
Thursday 4 December 2025
OpenAI reportedly in talks with TCS to build AI data infrastructure in India
The Economic Times, citing unnamed sources, reported that OpenAI is talking with Tata Consultancy Services (TCS) to develop AI compute infrastructure in India and co-create...
Wednesday 3 December 2025
Marvell reports strong third-quarter growth driven by data center demand
Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year...
Wednesday 3 December 2025
BizLink to acquire XFS Communications, expand optical interconnect business

BizLink said on December 1 that it signed a definitive agreement to acquire Shenzhen-based XFS Communications, aiming to expand its optical...

Tuesday 2 December 2025
Google CEO maps out quantum future and space data center plan

Google CEO Sundar Pichai has dismissed concerns that the company's rapid expansion of its proprietary artificial intelligence infrastructure...