GMT says PMIC demand outstrips supply, prioritizes wafer grabs
Taiwanese power management IC (PMIC) maker Global Mixed-mode Technology (GMT) said at a recent investor conference that its revenue and profit for the second quarter of 2026 were close to expectations. Looking ahead to the third quarter, the company said wafer manufacturing and back-end testing capacity remain extremely tight, leaving little room to offer customers additional supply beyond already secured volumes.
Gemtek, CyberTAN see YoY growth turn positive in July
Nvidia taps Wall Street for US$500B AI infrastructure financing network
Nvidia is teaming up with six of the world’s largest investment and financial groups to mobilize more than US$500 billion in third-party capital for AI infrastructure, creating dedicated financing platforms designed to make large-scale computing capacity easier for customers to fund.
Anthropic’s US$9.1B Riot deal underscores its scramble for AI computing power
Anthropic PBC has agreed to pay US$9.1 billion over 20 years for computing capacity from Riot Platforms Inc., a Bitcoin miner turned data center operator, as the Claude developer races to keep pace with surging customer demand, people familiar with the matter told Bloomberg.
AI infrastructure moves toward scale-across; demand for coherent optics supply chain heats up
Column: The everyday philosophy of supply chain resilience
Amkor reportedly weighs China stake sale as multinationals reassess footprint
Interview: Nvidia says networking is the core of AI computing as AI factories scale
Global AI computing is rapidly moving beyond single-GPU systems toward AI Factory architectures, where agentic AI and inference workloads are pushing data centers to rely on networking, optics, packaging, cooling, power delivery and software co-design rather than raw accelerator counts. In a DIGITIMES interview, Nvidia Senior Vice President of Networking Gilad Shainer said the real unit of computing is now the entire data center, not an individual server.
China’s tightening visa curbs test India’s electronics manufacturing ambitions
Beijing’s decision to sharply cut approval rates for Indian business travelers is exposing a structural weakness in India’s push to scale up electronics manufacturing: the country still cannot get enough Chinese equipment, components, and technical staff into its factories without China’s cooperation.