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Wednesday 11 February 2026
Tongtai Machine & Tool shifts from equipment maker to system integrator in face of accelerated global manufacturing restructuring
Tongtai Machine & Tool has launched a transformation to shift from traditional equipment manufacturing to providing integrated process and system solutions, targeting AI server,...
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...

Tuesday 10 February 2026
Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth
Acer reported consolidated revenue of NT$21.077 billion (approx. US$668.4 million) for January 2026, marking a 39.8% year-over-year increase and setting a post-pandemic record for...
Friday 6 February 2026
Apple integrates AI agents into Xcode to boost coding productivity
Apple has introduced AI agent integration in its integrated development environment (IDE) Xcode, supporting Anthropic Claude and OpenAI Codex. This allows AI to autonomously build,...
Friday 6 February 2026
Google's efficiency breakthrough shows search thriving, not dying, from AI
Alphabet Inc. has delivered a resounding answer to the biggest question hanging over its future: Artificial intelligence is not eating its core business—it is expanding it.
Monday 2 February 2026
Liquid cooling triples growth for thermal solution makers
AI computing demand is increasing the need for thermal management. To optimize space efficiency in data centers, server cooling is shifting from traditional air cooling to liquid cooling,...
Thursday 29 January 2026
Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition...

Thursday 29 January 2026
Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck
Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to support "personal superintelligence," signaling a longer-term roadmap centered...
Tuesday 27 January 2026
Infineon pushes vertical power delivery for AI data center efficiency gains
As the race to scale artificial intelligence computing accelerates, global technology companies are committing large sums to AI infrastructure. Capital spending is climbing rapidly,...
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...
Monday 26 January 2026
Memory innovation demand urgent as startups and SMEs gain opportunities
The memory industry is currently facing significant demand shortfalls, bringing renewed attention to the long-developed concept of "compute-in-memory." Leading memory manufacturers...
Monday 26 January 2026
Power transmission efficiency shapes future of AI computing and regional competitiveness
As global investment in generative AI accelerates, the critical bottleneck is shifting from advanced processor manufacturing to the availability and efficiency of power transmission...
Sunday 25 January 2026
South Korea advances OLED and PeLED with higher efficiency and longer perovskite lifespan
The display industry, evolving from LCD to OLED, now faces cost and performance bottlenecks, driving focus on new emissive materials and novel form factors. South Korean research teams...
Saturday 24 January 2026
US-Taiwan tariff deal masks deeper semiconductor geopolitics

While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic...

Friday 23 January 2026
Taiwan-based Delta Electronics redefines value as power becomes AI development lifeline
At the World Economic Forum, Nvidia CEO Jensen Huang highlighted energy and power systems as the backbone of AI infrastructure. This perspective has shifted market attention to companies...