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Thursday 7 May 2026
MetaAge posts 27% revenue increase as AI demand boosts server shipments
MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...
Thursday 7 May 2026
Taiwan brings 16 firms to AI EXPO Korea to pitch full AI supply chain to South Korea
Taiwanese companies showcased end-to-end AI infrastructure and applications at AI EXPO Korea 2026, aiming to address South Korea's urgent demand for high-performance computing, data...
Thursday 7 May 2026
China token prices rise while US hyperscalers flood AI infrastructure
Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue...
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
Arm's licensing surge masks smartphone market slowdown
Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...
Thursday 7 May 2026
Research Insight: AI memory boom squeezes automotive supply, driving costs higher
Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive...
Wednesday 6 May 2026
GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix
GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers...
Wednesday 6 May 2026
China's cloud providers raise AI prices as model usage surges
Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers,...
Wednesday 6 May 2026
China EV exports hit 22% in 1Q26, April surge highlights overseas growth shift
As the global electric vehicle market enters a phase of structural adjustment, China's new energy vehicle makers are increasingly relying on exports to sustain growth and expand their...
Wednesday 6 May 2026
SoftBank, Intel target HBM limits with 9-layer memory
SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints...
Wednesday 6 May 2026
Southeast Asia faces fab gap as chipmaking remains concentrated in China and Taiwan
Global semiconductor sales are projected to reach US$1 trillion this year and could double to US$2 trillion by 2035, driven by rapid growth in AI data centers. But the boom is also...
Tuesday 5 May 2026
South Korea eyes memory-led AI order against Nvidia
As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather...
Tuesday 5 May 2026
SignalPro positions itself as 'translator' to enter AI sensing sector, builds own AI data center as model refinery
Amid the rapid advancement of generative AI and the simultaneous rise of autonomous vehicles and robotics, industry competition is shifting away from pure computing power and hardware...
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...

Tuesday 5 May 2026
'Puzzle-style M&A': Meet the construction firm building an AI ecosystem, one acquisition at a time
As AI reshapes industries from healthcare to finance, companies far beyond Silicon Valley are racing to stake their claim — and some of the most ambitious bets are coming from...