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    Samsung's Xi'an NAND plant cuts output amid upgrade, impacting market through 2027
    Apr 22, 17:49
    Breaking down the challenges facing the new Apple CEO
    Apr 22, 17:49
    Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
    Apr 22, 17:49
    TSMC targets Samsung's LPU foundry orders amid intensifying competition
    Apr 22, 17:49
    Memory price surge hits India smartphone shipments in 1Q26
    Apr 22, 17:49
    What PC brands's layoff wave can tell us about AI-driven resource shift and cost surge
    Apr 22, 17:49
    NEWS TAGGED AMAZON
    Friday 20 March 2026
    Microsoft considers legal action over Amazon-OpenAI cloud deal

    Microsoft is considering legal action against Amazon and OpenAI over a multibillion-dollar cloud arrangement that could breach its exclusive...

    Thursday 19 March 2026
    Amazon's Trainium 3 rumors clash with supplier optimism
    Rumors circulating in the semiconductor market suggest that Amazon may scale back shipments of its upcoming Trainium 3 artificial-intelligence chip after internal tests reportedly...
    Wednesday 18 March 2026
    OpenAI teams with AWS to target US govt AI contracts
    OpenAI has signed an agreement with Amazon Web Services (AWS) to provide its artificial intelligence tools to US government agencies for both classified and unclassified work, according...
    Monday 16 March 2026
    AWS and Cerebras collaborate on faster AI inference for Amazon Bedrock
    Amazon Web Services (AWS) and AI chip startup Cerebras Systems said they are working together to bring a high-speed AI inference architecture to Amazon Bedrock, a managed service for...
    Thursday 5 March 2026
    AWS Middle East data centers hit by drones; Nvidia, Google adjust operations
    Amazon Web Services (AWS) data centers in the Middle East were disrupted after drone attacks damaged facilities in the United Arab Emirates (UAE) and Bahrain, triggering service outages...
    Sunday 1 March 2026
    OpenAI's US$110 billion raise signals shift toward capital endurance and ecosystem diversification
    OpenAI's newly announced US$110 billion funding round underscores a structural shift in the AI industry, where long-term capital endurance and ecosystem diversification may increasingly...
    Thursday 26 February 2026
    Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure
    OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the...
    Tuesday 24 February 2026
    Amazon's AI sovereignty push sparks internal clash over Claude ban
    Amazon has officially banned its internal engineering teams from using Anthropic's coding assistant, Claude Code, mandating a full shift to Amazon's self-developed AI system. This...
    Tuesday 24 February 2026
    SpaceX trims Starlink pricing and drops satellites lower ahead of Kuiper challenge
    Since launching in 2020, SpaceX's Starlink satellite internet service has grown into the company's largest revenue driver, surpassing its rocket launch business and becoming central...
    Friday 13 February 2026
    Global server market, 4Q 2025

    Introduction

    Friday 13 February 2026
    Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp
    Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources...
    Thursday 12 February 2026
    TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
    Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
    Wednesday 11 February 2026
    Analysis: Big tech's AI buildout spending spree set to reshape global supply chains
    America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal...
    Wednesday 11 February 2026
    Amazon and STMicroelectronics expand collaboration on data center chips

    Amazon is deepening its partnership with STMicroelectronics, expanding a multiyear, multibillion-dollar collaboration aimed at developing...

    Monday 9 February 2026
    AI spending spree threatens big tech cash flows
    A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and...
    2/43 pages
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook