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Thursday 7 May 2026
Nuvoton BMC demand grows as per-rack chip count rises to 120
Nuvoton is seeing stronger demand for baseboard management controller (BMC) chips as AI servers drive higher requirements for remote server control and system monitoring. The company...
Thursday 7 May 2026
From chips to telecoms, South Korea faces an AI-era labor reckoning
Labor tensions across South Korea's technology sector are intensifying, and the conflict is no longer confined to traditional disputes between workers and management. Increasingly,...
Thursday 7 May 2026
Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration
Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh...
Thursday 7 May 2026
Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...
Thursday 7 May 2026
Memory hikes slow telecom orders, but network chipmakers stay upbeat
Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...
Wednesday 6 May 2026
AI networking surge pushes Lumentum to record growth

The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial...

Wednesday 6 May 2026
AEM CEO says AI upends semiconductor testing
Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing,...
Tuesday 5 May 2026
Tesla AI5 dual sourcing may not mean equal weight for Samsung
Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed...
Tuesday 5 May 2026
Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026
AI and chips propel US back to top of Taiwan's trade chart
Trade between Taiwan and the US reached US$78.25 billion in the first quarter of 2026, driven primarily by advanced node chips and AI servers. This marks the first time in 25 years...
Tuesday 5 May 2026
As Nvidia goes to zero in China, Beijing races to fill the void
Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's...
Tuesday 5 May 2026
Tron Future Tech's T.MicroSat-2 completes downlink verification
Tron Future Tech's successful Ka-band downlink verification for T.MicroSat-1 and T.MicroSat-2 signals progress toward global low-earth-orbit (LEO) communication services, validating...
Tuesday 5 May 2026
Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
The AI spending arms race just got more expensive — and more consequential.
Tuesday 5 May 2026
Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips

As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia's most important...

Monday 4 May 2026
Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives
Huawei is set to capture the largest share of China's AI chip market this year, with revenue expected to rise at least 60% as Chinese technology companies accelerate orders for domestic...