Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
Google outlines 5 key trends for AI agent growth in 2026
Lead frame supplier CWTC reaches 40-month revenue high in January
Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and year-on-year growth in consolidated revenue in January 2026, reaching the highest monthly level in nearly 40 months and the second-highest for the same period on record.
Musk’s SpaceX-xAI merger raises governance and financial risks
RISC-V CEO highlights open architecture’s edge-to-cloud potential
Commentary: SpaceX’s orbital data center plan signals a new arena for AI power
Microsoft’s Maia 200 chip targets AI inference cost advantage, not Nvidia rivalry
Musk rains on Apple’s EV parade: Talent alone isn’t enough
SK Hynix clears power hurdle in Yongin as Samsung faces site delays
South Korea is moving ahead with plans to develop what it bills as the world’s largest semiconductor cluster in Yongin, Gyeonggi Province, where SK Hynix and Samsung Electronics plan to build up to 10 advanced wafer fabs. Infrastructure issues that once drew intense scrutiny, particularly power supply, have eased after authorities adopted an unconventional approach that integrates power grids into road construction.