Semiconductor News & Analysis Feed

Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind its AI ambitions, according to The Information.

At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.

China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.

China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.