Huawei is pushing ahead with its AI computing strategy across chips, interconnects, and system-level infrastructure. According to ijiwei, Huawei Rotating Chairman Eric Xu shared the outlook during the Huawei Connect (HC) conference in Shanghai, where he and HiSilicon Chief Scientist Dr. Liao Heng di...

Fresh off Micron’s blockbuster quarter, Samsung is next in the spotlight, with preliminary third-quarter results due October 8. Citing brokerage estimates, South Korean outlets including Yonhap News, JoongAng Ilbo and Chosun Ilbo expect the memory giant to become the country’s first company to t...

Riding a memory-price rally and strong earnings, Micron is doubling down on expansion. MK Economy reports that the U.S. memory giant expects $25 billion in CapEx in 1HFY27—nearly matching its $27.37 billion full-year FY26 spending. Yet even as Micron closes in on Samsung and SK hynix, its expansio...

Solidigm is reportedly expanding its Taiwan production footprint as surging AI data center demand drives greater need for enterprise SSDs. According to Seoul Economic Daily, sources say the SK hynix NAND flash subsidiary told customers in a product change notification last month that it is adding a ...

AMD Chair and CEO Lisa Su made a brief visit to Taiwan as the company moves to expand supply for its growing AI business. According to Liberty Times, Su said AMD’s previously announced plan to invest more than US$10 billion in Taiwan’s industrial ecosystem remains fully on track, with further in...