Qualcomm officially unveiled its Dragonfly data center platform at this week’s annual investor day, laying out a four-pronged push into cloud AI that spans SerDes, PAM4 DSP, and other connectivity technologies gained through its Alphawave acquisition; ASICs; AI accelerators; and CPUs. The company also said its Modular acquisition added key assets for an AI software stack.

The global low-Earth orbit satellite industry is moving from buildout to volume growth, with the pace of launches accelerating and supply-chain demand expanding. Eson Precision Industries, a long-term supplier of mechanical parts for the low-Earth orbit satellite chain, expects its operating structure to improve markedly from the second half of 2026 as orders for low-Earth orbit satellites and AI servers advance in tandem.

Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming battlegrounds for the dispute. In China, Innoscience appears to have gained more favourable ground, helped by its home-market position. After China’s Supreme People’s Court recently rejected a reconsideration request, Innoscience issued a press release claiming victory and saying Infineon products would be banned from sale in China.