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    Former TSMC exec theft highlights IP security
    Mar 19, 18:32
    Alibaba and Baidu price hikes reveal AI token economy shift
    Mar 19, 18:32
    HiSilicon unveils first self-developed high-end CIS chip, challenging Sony and Samsung
    Mar 19, 18:32
    Commentary: Groq 3 LPU and Rubin rack deployment seen as interim solution for Nvidia
    Mar 19, 18:32
    Samsung foundry sees rebound down the corner with Nvidia Groq orders despite market share decline
    Mar 19, 18:32
    Nvidia's Vera Rubin server drives surge in liquid cooling demand
    Mar 19, 18:32
    NEWS TAGGED CLOUD AI
    Tuesday 17 March 2026
    Innodisk February profit jumps as cloud, AI demand lifts earnings

    Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

    Saturday 14 March 2026
    DRAM maker Nanya's custom AI memory gains traction with 10+ clients
    AI-driven demand for high-bandwidth memory (HBM) is pushing Taiwanese memory suppliers toward lower-power, high-bandwidth alternatives. Nanya Technology Corp. (NTC) said its Ultra...
    Thursday 12 March 2026
    Taiwan IC designers in rack-level AI delivery

    Introduction

    Thursday 12 March 2026
    Nvidia invests US$2 billion in Nebius to build next-generation hyperscale AI cloud
    Nvidia and Nebius Group announced a strategic partnership to develop and deploy a next-generation hyperscale cloud for the AI market, designed to serve both AI-native and enterprise...
    Tuesday 10 March 2026
    HPE beats earnings expectations as networking strength offsets cloud softness
    Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...
    Sunday 8 March 2026
    Broadcom CEO sees copper interconnects viable through 2028

    Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

    Wednesday 4 March 2026
    Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics

    The US and Israel launched coordinated strikes on Iran over the weekend, prompting Tehran to threaten the closure of the Strait of Hormuz,...

    Tuesday 3 March 2026
    MediaTek invests US$90M in SiPh startup Ayar Labs
    MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...
    Tuesday 24 February 2026
    Analysis: MediaTek’s long game in cloud silicon
    MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud...
    Thursday 29 January 2026
    Foxconn Industrial Internet drives growth in high-end computing market through cloud and AI server focus
    Foxconn's subsidiary, Foxconn Industrial Internet (FII), is accelerating its operational shift toward the high-performance computing market, driven by dual engines of cloud and AI...
    Tuesday 27 January 2026
    Alibaba's DAMO Academy drives core AI chip development behind T-Head Semiconductor
    T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry...
    Monday 26 January 2026
    HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
    The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges...
    Tuesday 20 January 2026
    Taiwanese PMIC makers see stable demand in industrial, automotive sectors as global focus shifts
    Demand for power management integrated circuits (PMICs) from Taiwanese manufacturers is showing signs of stabilization, particularly in cloud AI servers, industrial control, and automotive...
    Tuesday 20 January 2026
    BTL sees strong AI server orders, visibility extends to 2Q26
    Cloud service providers (CSPs) are significantly increasing capital expenditures, continuously investing in high-end AI servers and deploying cloud AI computing projects. This surge...
    Wednesday 14 January 2026
    Realtek and Phison compete to enter Nvidia's AI supply chain as memory tech upgrades
    An internal structural photo of Nvidia's Quantum-X Photonics silicon photonics (SiPh) switch revealed that its solid-state drive (SSD) controller chip was branded with the iconic Realtek...
    1/7 pages
    New Power WorldWide 2026
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook