Taiwan researchers create non-toxic blue-light material that could enable glasses-free 3D displays
Intel Capital leads QuantWare’s US$178 million bet on hyperscale quantum computing ambitions
GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves
GlobalWafers reports weaker quarter as expansion weighs on margins
GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity expansion weighed on margins even as demand tied to artificial intelligence (AI) and high-performance computing began to strengthen.
VIS sees stronger growth in the AI boom and pricing power
GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan
Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027 results above Wall Street expectations and announced plans to spin off its Cloud and Power Infrastructure segment into a separate publicly traded company.
Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
AMD earnings call: AI is turning CPUs back into the main event
AMD’s fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.