Meta has announced plans to invest approximately USD 10 billion in a new data center in Sturgeon County, Alberta, marking the company's largest data center investment outside the United States. Covering roughly 270,000 square meters—equivalent to about 33 football fields—the hyperscale facili...

A NAND recovery is prompting memory makers to revive capacity plans once put on hold. After unveiling a roughly $50 billion investment in a new NAND flash facility in South Korea, SK hynix is also pressing ahead in China. According to News Tomato, the company plans to restart the long-delayed expans...

China's PCB makers are ramping up investment. According to South China Morning Post, manufacturers are embarking on a capacity expansion drive to meet AI-related demand, with capital expenditure expected to reach a record high. The report notes that more than 20 Chinese PCB companies, including Vic...

SK Group Chairman Chey Tae-won is attending SK hynix’s American Depositary Receipt (ADR) listing ceremony on Nasdaq in New York on the morning of July 10 local time. According to ETNews, in addition to meeting with global investors, Chey is expected to hold discussions with major customers on expa...

NVIDIA is expanding its AI server platform strategy beyond GPUs to CPUs, with its next-generation Rosa CPU emerging as a key focus. According to Commercial Times, Rosa may use TSMC's 2nm-class process and could even adopt the company's A16 process featuring back-side power delivery. As noted by ICSm...