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Thursday 1 October 2026
Synopsys raises long-term growth and margin targets, guides fiscal 2027 revenue to US$11.15 billion
Synopsys is betting that custom silicon and AI-driven chip design will lift its growth above the double-digit pace it previously targeted. At its investor day in New York on September...
Thursday 1 October 2026
ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...
Wednesday 30 September 2026
Gold Circuit turns Amazon into a shareholder for Trainium servers
Gold Circuit Electronics (GCE) plans to bring in Amazon as a strategic investor through a private placement expected to raise NT$1.59 billion (US$49.88 million), lifting the two companies...
Wednesday 30 September 2026
Inside Anthropic's multi-billion-dollar loop: how circular financing powers the AI boom
As Anthropic prepares to ask public markets to back its expansion, confidential IPO filing details seen by Reuters reveal how heavily the AI developer relies on a small group...
Tuesday 29 September 2026
Amazon buys NT$1.59 billion stake in one of its Taiwanese AI server suppliers
Amazon will take an equity stake in Gold Circuit Electronics (GCE), a Taiwanese maker of printed circuit boards (PCBs) for AI servers and network switches. GCE's board approved the...
Saturday 19 September 2026
Amazon Leo clears Taiwan's NCC review, with commercial launch pointed at 2027
FarEasTone Telecommunications has cleared four of the six regulatory steps required to bring Amazon Leo to Taiwan, but commercial service will not start until 2027 at the earliest,...
Tuesday 15 September 2026
Wiwynn deepens US AI server footprint with US$1.6 billion Texas manufacturing hub
Wiwynn has officially opened its advanced manufacturing facility in Socorro, Texas, deepening the Taiwan-based server maker's US footprint. The move comes as booming AI infrastructure...
Monday 14 September 2026
Taiwan taps Amazon Leo for next-generation government satellite network
Two Beyond 5G low-Earth orbit (LEO) satellites being developed by the Taiwan Space Agency (TASA) under a National Science and Technology Council (NSTC) program, along with four LEO...
Thursday 10 September 2026
Qualcomm's AWS deal raises stakes for MediaTek and Alchip
Qualcomm this week announced a multi-generation collaboration with Amazon to develop custom silicon for AI inference and high-performance optical connectivity for Amazon Web Services...
Wednesday 9 September 2026
Asia Vital revenue hits record as US CSP ASIC server demand climbs
Asia Vital said August 2026 revenue rose to NT$512 million, up 29.10% year over year, as shipments of ASIC servers to a US cloud service provider customer continued to increase. The...
Wednesday 9 September 2026
Qualcomm to build custom AI inference chips for AWS
Qualcomm's multi-generation agreement to build customized AI inference silicon and optical interconnects for Amazon gives the company something its data center roadmap has lacked since...
Friday 28 August 2026
LG Innotek wins Zoox camera module order for robotaxi production
LG Innotek said it will mass produce and supply automotive camera modules for Zoox, Amazon's autonomous vehicle unit. The deal marks the Korean component maker's first mass production...
Thursday 27 August 2026
AWS, Nvidia expand AI partnership with plan for 2 million more GPUs
Amazon Web Services (AWS) and Nvidia are expanding their collaboration to add millions of GPUs and new infrastructure for agentic and physical AI. The move signals rising global demand...
Wednesday 26 August 2026
Huawei and HP sign multiyear global patent deal covering Wi-Fi tech
Huawei Technologies and HP Inc. have signed a multiyear global patent cross-licensing agreement that includes a license for HP to use certain Huawei Wi-Fi patents, the Chinese technology...
Tuesday 25 August 2026
Nvidia memory demand widens the gap between SK Hynix and Samsung

Nvidia's AI memory orders helped drive a sharp split between SK Hynix and Samsung Electronics in the first half of 2026. According to...