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Tuesday 14 April 2026
Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization
At the recently concluded GITEX AI Asia conference, executives from Nokia, AI chip innovator Blaize, and Indonesian telecom provider Datacomm discussed the evolution of AI infrastructure...
Tuesday 14 April 2026
Vietnam-China talks target energy security, telecom, infrastructure deals

Vietnamese Communist Party General Secretary and State President To Lam will pay a state visit to China from April 14-17, where he is set...

Tuesday 14 April 2026
AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
Tuesday 14 April 2026
March 2026 revenue for ODM/EMS surged on back of AI server demand
Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...
Tuesday 14 April 2026
Alibaba boosts fusion startup NovaFusionX in bid to secure AI energy edge
As generative AI and large-scale computing infrastructure continue to expand, the industry is coming to recognize "power as the limit of compute." With AI data centers demanding a...
Monday 13 April 2026
Energy shock from Middle East unrest fuels petrochemical rally in Taiwan

Rising geopolitical tensions between the US and Iran in late February 2026 drove a sharp rally in global crude oil and petrochemical feedstock...

Monday 13 April 2026
Interview: AI compute expands into space, Ramon.Space and Ingrasys team up for 2027 commercial deployment
As demand for AI computing continues to surge, terrestrial data centers are facing mounting constraints in power supply, thermal management, and land availability. As a result, the...
Monday 13 April 2026
Weekly news roundup: Shortages spread to MLCCs; SK Hynix reportedly in talks with Microsoft and Google
Below are the most-read DIGITIMES Asia stories from the week of April 6-April 13, 2026:
Monday 13 April 2026
Taiwan ramps up science park expansion as TSMC growth pushes capacity limits
Powered by surging semiconductor investment—led by TSMC—Taiwan's science parks are nearing full capacity, accelerating government efforts to expand land, infrastructure,...
Monday 13 April 2026
Intel and SambaNova deepen alliance to capture AI infrastructure demand

As artificial intelligence moves from experimentation to full-scale production, companies are confronting the limits of GPU-only inference...

Monday 13 April 2026
Delta Electronics hits record revenue on AI server, liquid cooling surge
Delta Electronics' record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling...
Sunday 12 April 2026
TSMC's Kumamoto impact drives Autopass one-stop mobile payment launch in Japan
As TSMC's entry into Kumamoto accelerates local industry, population, and tourism growth, Taiwanese smart mobility integrator Autopass announced on April 9, 2026, its plan to export...
Sunday 12 April 2026
How long can the AI server ODM boom last as growth begins to slow
Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
Saturday 11 April 2026
AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge

At GITEX AI Asia, AdaniConneX CEO Jeyakumar Janakaraj said the company is building toward gigawatt-scale data center capacity in India,...

Saturday 11 April 2026
Beyond AI: Energy, capital and sovereignty will define Asia's next factories
Artificial intelligence is entering a capital-intensive phase, with industry executives warning that Asia's next generation of factories will be defined less by breakthroughs in algorithms...