Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits
Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks
Naver taps Brookfield for up to US$9 billion in data center financing
Naver is considering an asset-light structure for a US$10 billion data center expansion under which a Brookfield-led investment vehicle would own GPUs and other infrastructure. At the same time, a Naver subsidiary would sell computing capacity and related services to customers.
Samsung, SK Hynix expansion puts Korea’s chip supply chain to the test
Daeduck Electronics plans to invest KRW497 billion(US$349.50 million) in semiconductor production facilities through 2027, its second major expansion announcement this year, Seoul Economic Daily reported, citing a regulatory filing with South Korea’s Financial Supervisory Service.
SK Hynix to hold late-August groundbreaking for US$3.9 billion Indiana chip packaging plant
Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure
Airoha optical comms revenue doubles as broadband lands CSPs
Analysis: Musk’s empire closes in on China — from orbit to the factory floor
SpaceX’s rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond any single industry, as Musk’s companies increasingly compete across sectors Beijing considers priorities. The combination of Starlink’s expanding orbital footprint, SpaceX’s accelerating AI business, and Tesla’s manufacturing scale could give Musk an unusually integrated platform spanning technologies central to China’s efforts to build competing capabilities and reduce dependence on foreign systems.
Anthropic’s scramble for compute is reshaping how AI labs finance their chips
Anthropic’s US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd. is the latest sign that the Claude developer is treating compute procurement less like a vendor relationship and more like a hedging strategy.