ComputeLabs Research

AI & Compute Infrastructure — October 11, 2026

Edition of · 14 stories

Dongbai Group (东百集团) proposes buying 52.6667% of unprofitable photodetector-chip maker Kuailing Optoelectronics (快灵光电) for RMB316 million.

Dongbai Group (东百集团) proposes making the acquisition through its wholly owned subsidiary, Fujian Dongbai Chuangzhi Investment (福建东百创智投资有限公司). Its board approved the proposal on October 11, with a provisional consideration of RMB316 million for 52.6667% of Hangzhou Kuailing Optoelectronics (杭州快灵光电科技有限公司); completion would bring the target and its wholly owned subsidiary, Zhejiang Guangte Technology (浙江光特科技有限公司), into consolidated financial statements.

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Iran’s Supreme National Security Council secretary threatened regional data centers, AI facilities, and cables if fighting resumes.

Iran’s Supreme National Security Council secretary, identified in the messages as Rezaei (雷扎伊), threatened to destroy regional cables, data centers, AI facilities, and other sites if war resumes. A report citing Tasnim News Agency also attributed to him a statement that Iran was prepared to demonstrate new capabilities.

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Electronics manufacturer DBG Technology (光弘科技) reports over 150 surface-mount technology lines and manufacturing capability for server boards incorporating near-packaged optics.

DBG Technology (光弘科技) stated on an investor-interaction platform on October 11 that it operates more than 150 surface-mount technology (SMT) production lines. It described itself as an electronics manufacturing services (EMS) provider with more than 30 years of SMT experience.

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A subsidiary of Maiwei (迈为股份) agreed to return 47,866.50 square meters of undeveloped land designated for its semiconductor-equipment project.

Maiwei’s (迈为股份) controlled subsidiary, Maiwei Technology (Zhuhai) (迈为技术(珠海)有限公司), signed an agreement with the Zhuhai Natural Resources Bureau (珠海市自然资源局) for the return of state-owned land-use rights. The agreement covers 47,866.50 square meters of undeveloped industrial land in the Jinding area (金鼎片区) of Zhuhai’s high-tech zone (珠海高新区).

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Construction finished on China Mobile’s (中国移动) Hohhot (呼和浩特) B25/B27 data-center expansion, with 120 MW of specified IT power capacity.

The supplied October 12 reports state that construction recently finished on the B25 and B27 expansion of China Mobile’s (中国移动) Hohhot data center (呼和浩特数据中心). Built by China Construction Third Engineering Bureau (中建三局) in Horinger New Area (和林格尔新区), the project has a reported contract value of RMB2.7 billion, approximately 44,500 square meters of building area, and 120 MW of total information-technology (IT) power.

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Taiwanese energy-services provider Apollo Power (阿波罗电力) signed a purchase agreement for 260 Tesla (特斯拉) Megapack 2XL systems, totaling approximately 1 GWh. Delivery is expected by end-2027 and operation in 2028, contingent on equipment delivery, construction, and grid connection.

Apollo Power (阿波罗电力), described as an integrated energy-services provider in Taiwan, signed the purchase agreement on October 8. The Telegram report attributes the information to an announcement disclosed through the Taiwan Stock Exchange on Sunday.

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