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    Nvidia ramps up hiring in Vietnam for AI server assembly, eyes closer Foxconn collab
    8h 24min ago
    Four major shifts for AI semiconductors as physical AI moves into factories
    8h 24min ago
    Capacity is the new moat in the ASIC race
    8h 25min ago
    AI chip battle expands into CPUs as cloud giants target agentic AI
    8h 25min ago
    Why has Xpeng’s South Korea debut stalled?
    8h 25min ago
    SpaceX says AI chip shortage threatens Orbital AI push
    8h 25min ago
    NEWS TAGGED COST
    Thursday 28 May 2026
    China's LLM price war puts DeepSeek, Xiaomi on a collision course with OpenAI
    China's large language model (LLM) market is coming under mounting pricing pressure, as domestic AI model developers cut fees closer to cost, while the gap with international model...
    Thursday 28 May 2026
    UMC readies price hikes, kicks off 2027 customer talks
    UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition...
    Wednesday 27 May 2026
    Facing Chinese rivals, Hyundai accelerates robotaxi plans and cost cuts
    As Chinese automakers intensify a global price war, South Korea's Hyundai Motor Group is responding on two fronts at once: accelerating its push into autonomous mobility while pressing...
    Wednesday 27 May 2026
    Xiaomi saw nearly 60% profit drop amid memory cost 'super cycle'
    On May 26, Xiaomi Corporation reported first-quarter 2026 revenue of CNY99.1 billion (approx. US$14.6 billion) as it confronts a "super cycle" of rising memory costs. Management characterized...
    Monday 25 May 2026
    Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war
    Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments...
    Monday 25 May 2026
    Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
    Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...
    Monday 25 May 2026
    Global PMX shifts into AI server cooling as demand for AI compute soars
    Global PMX reported full-year consolidated revenue of NT$7.823 billion (US$249.3 million) for 2025, up 1.71% year-over-year, and after cost and product-mix improvements posted net...
    Monday 25 May 2026
    DeepSeek makes 75% API discount permanent, intensifying global AI price war

    Chinese AI startup DeepSeek has permanently reduced the API pricing of its flagship DeepSeek-V4-Pro model to one-quarter of its original...

    Sunday 24 May 2026
    China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand
    China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains...
    Saturday 23 May 2026
    Interview: XCaliber challenges million-dollar missile defenses with cheap drone interceptors
    The Ukraine War and ongoing tensions in the Middle East have exposed a technological revolution reshaping modern warfare: the rise of cheap drones. These developments, along with AI-powered...
    Friday 22 May 2026
    Emerging Display Technologies pivots to UMI, targets 2026 growth
    Emerging Display Technologies is repositioning around integrated user-machine interface solutions, with plans to expand outside China and ramp up R&D investment as it navigates...
    Thursday 21 May 2026
    Anthropic surpasses OpenAI in enterprise adoption amid rising compute and cost pressures
    Anthropic overtook OpenAI in enterprise AI adoption in April 2026, according to spending data from Ramp, Wall Street Journal, Bloomberg and VentureBeat,...
    Wednesday 20 May 2026
    ASML to deliver first High-NA chips within months despite cost concerns
    ASML expects its first advanced semiconductors made using next-generation High-Numerical Aperture (High-NA) extreme ultraviolet (EUV) lithography equipment to ship within months.
    Wednesday 20 May 2026
    Taiwan suppliers look past Tesla as China's robot makers scale up

    Tesla remains a bellwether for humanoid robots, but its delayed production timeline is prompting Taiwanese suppliers to reassess where...

    Wednesday 20 May 2026
    Google I/O 2026: AI market competition and enterprise pricing strategy
    Google's Gemini 3.5 model announcements mark a strategic shift toward enterprise cost competitiveness, directly challenging OpenAI and Anthropic's positioning in the frontier AI se...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook