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Flex and Cerebras Systems Inc. announced today the expansion of their manufacturing partnership, increasing production of the Cerebras CS-3 system at Flex’s facility in Milpitas, California—the world’s most advanced AI accelerator system. As demand for AI infrastructure accelerates, this collaboration marks a significant expansion of U.S. advanced manufacturing capabilities. By adding production lines, expanding factory … Continued
Yu Tian
The South Korean government has announced a plan to build 18.4 gigawatts of Artificial Intelligence Data Centers (AIDCs) nationwide over the next decade, with the goal of completing this plan by 2035. This mega project, which will be implemented in two phases, is expected to cost over 100 trillion Korean won (approximately 650 billion US … Continued
GlassBridge ™ It is a wafer level fiber photonic integrated circuit (PIC) connection technology platform developed by Corning based on decades of experience in glass science and precision manufacturing. It is designed to support scalable manufacturing, robust physical contact interfaces compatible with standard TMT plugs, and detachable high channel connections. As part of a broader … Continued
According to the latest AI RAN Advanced Research Report released by Dell’Oro Group, the cumulative revenue of AI RAN is projected to reach $35 billion over the next five years. However, AI RAN is expected not to expand the overall RAN market’s scale. Stefan Pongratz, Vice President of Dell’Oro Group, stated: “Our assessment of the … Continued
Global powers are competing to seize the high ground of emerging technologies. French President Macron announced that France will invest an additional 1 billion euros in the field of quantum strategy and allocate 550 million euros for the microelectronics industry support program. Just one day before this official announcement, the Trump administration announced plans to … Continued
On June 29th, according to foreign media reports, South Korean Minister of Industry and Trade Kim Jong eun announced plans to invest 80 trillion Korean won (approximately 518 billion US dollars) to build four semiconductor manufacturing plants in southwestern South Korea, with Samsung Electronics and SK Hynix planning to build two each. Kim Jong nam … Continued
On June 24, 2026, OpenAI and Broadcom jointly released Jalapeño, OpenAI’s first “Intelligence Processor,” in San Francisco and Palo Alto. This accelerator is designed entirely around OpenAI’s vision for future big language model inference, and is also the first AI accelerator in a multi generation computing platform jointly built by both parties. Its aim is … Continued
Amazon announced on Thursday that it will invest an additional $13 billion to expand its artificial intelligence and cloud infrastructure layout in India by 2030. This new investment was announced after Amazon CEO Andy Jassy met with Indian Prime Minister Narendra Modi in New Delhi, and the funds will mainly be used to expand Amazon … Continued
Ciena announced the appointment of Grant Hoffman as Chief Supply Chain Officer, while Brodie Gage was transferred to Chief Product and Technology Officer (CPTO). Both report to President and CEO Gary Smith and join the company’s executive leadership team. These appointments will help Ciena drive innovation and product leadership while continuously expanding its business scale, … Continued
As part of a recently announced collaboration, Bull, a leading enterprise in advanced computing and AI, and Hon Hai Precision Industry Co., Ltd. (Foxconn), the world’s largest electronics manufacturer and leading technology solutions provider, today announced their first strategic milestone: producing key components in Europe and commercializing them under the Bull brand. This announcement is … Continued
According to the latest report released by Dell’Oro Group, the total revenue of the global broadband access equipment market reached $4.4 billion in the first quarter of 2026, a year-on-year increase of 2%, but a decrease of 8% compared to the fourth quarter of 2025. Major cable TV operators in North America have resumed spending … Continued
IQE plc, a global leader in compound semiconductor wafer products and advanced materials solutions, and Tower Semiconductor, a leading foundry for high-value analog semiconductor solutions, today announced the signing of a multi-year agreement under which IQE will supply phosphide (InP) epitaxial wafers for optical interconnect solutions serving AI-driven data center infrastructure. Agreement Content and Technical … Continued
