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    Commentary: Behind Micron's bet for a long memory demand cycles
    4h 28min ago
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    4h 28min ago
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    4h 28min ago
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    4h 28min ago
    MCU price hike expectations drive early 1H26 pull-ins
    4h 28min ago
    iPhone 18 Pro price hike: Memory costs or margin play?
    4h 29min ago
    NEWS TAGGED GENAI
    Monday 29 June 2026
    China makes AI power a national priority in new five-year energy plan

    Generative AI is driving a sharp rise in electricity demand from data centers and AI computing infrastructure, prompting China to release...

    Friday 26 June 2026
    Groundhog Technologies wins world's first telecom GenAI order, eyes LEO satellite optimization market
    Groundhog Technologies is eyeing opportunities in low Earth orbit (LEO) satellite applications by targeting the satellite resource optimization market, according to chairman David...
    Thursday 4 June 2026
    Innodisk, Qualcomm and Formosa Plastics roll out GenAI-powered industrial safety vision
    Innodisk announced a strategic partnership with Qualcomm and Formosa Plastics Group to launch an AI industrial safety vision solution that upgrades surveillance into intelligent video...
    Monday 1 June 2026
    AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028
    Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical...
    Friday 29 May 2026
    Chinese power chipmaker China Resources Microelectronics targets AI servers with PLP packaging
    Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more...
    Tuesday 26 May 2026
    Advantech deepens partnerships in South Korea to push hybrid edge for manufacturing AI
    Advantech has deepened partnerships with Nvidia, AMD, and South Korean startups to push a hybrid edge architecture for manufacturing AI, promising faster on-site inference and continuous...
    Thursday 21 May 2026
    Column: Agentic AI's autonomy problem—the security risks from machines that act
    Artificial intelligence is undergoing a fundamental shift. Generative AI — passive, prompt-dependent, inert without input — has given way to agentic systems that reason,...
    Wednesday 20 May 2026
    Interview: Governments are losing the AI cybersecurity race, and Palo Alto Networks thinks it has the answer
    Governments are losing the race against AI. That is the blunt assessment of Nicole Quinn, vice president of policy and government affairs for Asia-Pacific at Palo Alto Networks. Policy...
    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...
    Wednesday 29 April 2026
    AI token demand drives TSMC node expansion, buoying Taiwan's economy
    A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...
    Tuesday 28 April 2026
    Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
    Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
    Tuesday 28 April 2026
    AI anti-fraud solution wins virtual asset security hackathon

    The rapid advancement of generative artificial intelligence (GenAI) has significantly enhanced the efficiency of content creation and dissemination. At the same time,...

    Friday 10 April 2026
    Taiwan accelerates GenAI autonomy with tax exemption for computing investments
    Taiwan's minister of digital affairs, Yi-Jing Lin, recently pointed out that the Ministry of Finance (MOF) has announced a major incentive encouraging the private sector's investments...
    Wednesday 8 April 2026
    Nvidia moves to build US$10B AI empire, one acquisition at a time
    Since the generative AI (GenAI) boom, Nvidia has leveraged its near-monopoly on AI GPUs to drive explosive profits, with free cash flow reaching US$96.5 billion in fiscal 2026. Coupled...
    Tuesday 7 April 2026
    China seeks break from Nvidia CUDA grip in AI chips

    Generative AI is concentrating control of computing power within a narrow set of architectures and ecosystems. Wei Shaojun, chairman of...

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    AsiaCPO2
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook