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Nvidia and Corning announced a multiyear partnership to expand U.S.-based production of optical connectivity solutions for AI data centers. Corning will increase its U.S. optical connectivity manufacturing capacity by 10-fold and expand fiber production capacity by more than 50%....

During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers for the next decade. The company defines agentic workloads as a shift from human-based queries to continuous, autonomous tasks where CPUs must coordinate data movement, manage memory, and orchestrate work across accelerators. To address this, Arm recently launched the Arm AGI CPU, a product purpose-built for these specific AI requirements....

Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from a year earlier to US$313 million, while operating income climbed to US$438 million....

Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet customer needs. The company expects server-related revenue to rise quarter by quarter through 2026 and said second-half shipments of a customer's new foldable phones will further lift margins....

Raydium Semiconductor reported first-quarter 2026 revenue and profit figures, signaling demand trends in large displays, automotive, and industrial markets that could affect global display and consumer electronics supply dynamics. International manufacturers and investors may reassess inventory and production plans amid cautious smartphone AMOLED demand and continued large-display stocking by some clients....

The opening of Taiwan's annual cybersecurity conference Cybersec 2026 has underscored a rapid global realignment in automotive cyber strategy, as major carmakers race to redefine security frameworks for the quantum era....

Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part by artificial intelligence, is rippling through telecommunications infrastructure....

The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into a high-growth phase, further straining an already tight supply chain....

Taiwan Power Company, or Taipower, submitted a restart plan for Nuclear Power Plant No. 3 to the Nuclear Safety Commission in March 2026, while recent reports indicated the utility has been in talks with original equipment supplier Westinghouse over nuclear fuel procurement....

Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about spec upgrades, but a full-scale overhaul of network infrastructure....

The AI race is entering a new phase, and it may look far less like a pure software business than Silicon Valley once imagined....

Google DeepMind, Microsoft, and xAI have signed agreements giving the US government early access to unreleased frontier AI models for national-security testing, expanding Washington's ability to assess advanced commercial systems before they reach the public....

A Counterpoint Research survey finds Snapdragon is India's most trusted chipset brand across smartphones, audio, XR devices, and passenger vehicles, signaling that chipset performance now shapes purchase decisions—a finding relevant to global readers tracking device performance trends, platform ecosystems, and the expanding role of chipsets in connected-device experiences....

A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable....

The European Union has become the first strategic partner of the Global Coalition on Telecommunications, or GCOT, expanding a Western-led telecom policy framework as governments seek to shape next-generation network infrastructure and the race toward 6G....

As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power consumption and thermal limits have become the decisive barriers to large-scale adoption of next-generation SSDs....

Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive system performance. But as demand surges, AI applications are reshaping the global memory supply chain — reallocating capacity and creating structural pressures that are tightening supply and driving up prices....

Over the past decade, market assessments of Intel have largely been confined to a single lens: execution in advanced process technology. By that metric, Intel has struggled, with delays in 10nm and setbacks at the 7nm node, leading to the loss of Apple's chip orders. This view assumes that semiconductor manufacturing advantage is determined primarily by transistor density, particularly in the system-on-chip era....

The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial intelligence (AI) infrastructure is underway and that the bottleneck is no longer computing power, but the networks that connect it....

Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in Taipei, while AMD has also received major ministry support to establish a research and development center in the southern city of Tainan....