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- Indexed articles, last 90 days
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- Aug 25, 2026
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- Jul 6, 2026
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SK Hynix and Alibaba tackle the next AI bottleneck: getting more value per chip (opens the original)
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The AI infrastructure race has been marked by a near-fixated drive to expand AI-powered buildouts, as demand for increasingly complex chip configurations pushes against the physical and economic limits of scalability. The past few years were defined by one assumption: more accelerators, more memory, and larger data centers meant greater AI advantage. As that model matures, the industry is confronting a wider set of computational and financial constraints. As the first wave of AI infrastructure b
Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term (opens the original)
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Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year earlier. President Anson Chiu said the company has secured two additional cloud service provider (CSP) customers in 2026 and remains highly confident that second-half performance will exceed the first half.
South Korea accelerates LEO satellite ambitions, targets sovereign communications network by 2035 (opens the original)
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As Starlink's subscriber base has surpassed 12 million and rivals such as OneWeb and Amazon's Project Kuiper continue expanding their constellations, South Korea only officially launched its low-Earth orbit (LEO) satellite communications initiative in July 2026.
Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong (opens the original)
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Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance. Revenue for June, the second quarter, and the first half of 2026 all reached record highs for the corresponding periods.
Kingboard raises CCL prices again as AI demand tightens PCB material supply (opens the original)
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Rising demand for AI servers and high-performance computing (HPC) continues to drive price increases across the upstream PCB materials supply chain.
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