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Jul 22

Wistron opens first US mass-production plant; Jensen Huang says more factories needed as Nvidia capacity doubles

Wistron officially opened its Dallas, Texas plant on July 21, becoming the company's first mass-production facility in the US and the first US mass-production plant among Nvidia's ODM partners. Already producing GB300 baseboards at volume, the plant will expand to Vera Rubin architecture products in the future.

Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

Jul 22

US-China AI rivalry, part 1: September talks to confront frontier models, IP theft, open-source risks

Jul 22

Nvidia's Huang to meet Samsung, SK and Naver chiefs in Silicon Valley, reports say

Jul 22

Microsoft's multibillion-dollar Mistral deal gives regulated industries European alternative to US-controlled AI

Jul 22

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SOFTWARE, BIG DATAAlphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity

Jul 23, 08:08

Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable to whether it can build fast enough to meet demand. With Google Cloud revenue accelerating and a contract backlog swelling past half a trillion dollars, industry watchers increasingly treat Alphabet less as an advertising business and more as a bellwether for AI infrastructure demand across the technology sector.

AIAMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon

Jul 23, 08:07

Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence customer in a year and marks its most concrete challenge yet to Nvidia's dominance of the market for AI training hardware.

AIMeta's rumored 'Switchboard' router signals a broader industry pivot from raw model power to cost-aware orchestration

Jul 23, 08:06

Meta Platforms is prototyping an internal AI model router that would steer easy tasks to cheaper models, a move that places the world's largest social-media company inside a fast-growing "model routing" layer that investors and rivals increasingly treat as core AI infrastructure.

ICT MANUFACTURINGMobileye expands Stellantis partnership with cloud-enhanced ADAS for future vehicles

Jul 23, 08:05

Mobileye said in a press release on July 21 that its cloud-enhanced advanced driver assistance system (ADAS) technology will be integrated into select future Stellantis vehicles launching in 2027, expanding the companies' collaboration on next-generation driver assistance features.

SERVER, IPC, CLOUD COMPUTING, IOTXpeng shifts toward Physical AI with robotaxi, robot, flying car

Jul 23, 08:04

Xpeng is transforming into a physical AI supplier over the next 10 years, with robotaxi, humanoid robots, and flying cars as its three core product lines, chairman Xiaopeng He told Automotive News. The company also aims to move beyond the carmaker label and adopt a Tier 1 supplier model, working with operating partners around the world to build a business model that can be replicated globally.

IT COMPONENTS, PERIPHERALSJohnson Fine eyes 2026-2027 IPO on AI CCL supply chain push

Jul 23, 08:04

Specialty chemicals maker Johnson Fine Chemical has won approval from the Taiwan Stock Exchange for its listing plan and is now targeting an IPO as soon as late 2026 to early 2027. In recent years, the company has used specialty amine curing agents to break into the AI server and high-end tech hardware supply chains, meeting the demanding requirements of next-generation high-frequency, high-speed copper-clad laminates (CCL) for heat resistance, dimensional stability, low water absorption, and long-term reliability.

SERVER, IPC, CLOUD COMPUTING, IOTASEAN AI data center power demand seen at 6-7GW

Jul 23, 08:03

ASEAN countries have become a battleground for global cloud service providers and infrastructure developers. After visiting the Johor-Singapore Special Economic Zone (JS-SEZ) in mid-2025, DIGITIMES returned to Singapore in 2026 to examine how rapid changes in the AI supply chain are affecting ASEAN.

SERVER, IPC, CLOUD COMPUTING, IOTJensen Huang says Nvidia and Wistron are mass-producing AI servers like phones

Jul 23, 08:02

Nvidia CEO Jensen Huang said the company is working with Wistron to mass-produce GB300 AI servers like phones as AI spreads across industries and demand surges. He made the remarks on July 21, 2026, US time, at the opening ceremony for Wistron's Dallas plant.

AIOpenAI faces backlash over Kimi K3 open source criticism

Jul 23, 08:02

OpenAI's new strategy chief Dean Ball has drawn sharp criticism from Trump administration officials and advisers after posting a lengthy commentary on Moonshot AI's Kimi K3 model. The dispute has intensified debate over open source versus closed AI models and deepened concerns about how the US should respond to China's rapid AI progress.

AIITRI, tech execs tackle AI power and thermal bottlenecks at forum as chip demand soars

Jul 23, 07:59

As AI computing drives surging electricity demand and heat generation, Taiwan's government-funded Industrial Technology Research Institute (ITRI) brought together government officials and industry executives on July 21 for its "Semiconductor and AI Computing Sustainable Competitiveness Forum" to explore energy-saving solutions for AI infrastructure and semiconductor manufacturing.

ICT MANUFACTURINGWith competitiveness hitting record levels, Taiwan should learn from US in talent retention, urges president

Jul 23, 07:59

With Taiwan's competitiveness setting a new high, President Ching-te Lai on July 21 called on local companies to learn from the US and work together to retain talent. The remarks came at the Monte Jade Science and Technology Association's annual general meeting, where Pegatron chairman T.H. Tung said Taiwan's global ranking has climbed to a record level and its economic growth rate has continued to rise.

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