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    ByteDance's Doubao tests paid AI tiers to challenge ChatGPT subscriptions
    0min ago
    Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
    2min ago
    Innodisk tops 2025 full-year revenue in first four months of 2026
    4min ago
    Micron launches 245TB 6600 ION SSD targeting AI data center density
    5min ago
    Taiwan delays in gas plants drive push for energy storage and virtual power plants
    13min ago
    Chelic posts stronger first-quarter profit as AI server demand lifts automation parts
    20min ago
    Taipower plans grid upgrades as Longtan Phase 3 heads to NSTC review
    22min ago
    Chinese semiconductor equipment makers deepen SEA OSAT presence
    May 6, 19:07
    Singapore chip firms showcase cross-border manufacturing and testing strengths
    May 6, 19:06
    Samsung and SK Hynix China staff reportedly seek higher bonuses
    May 6, 19:06
    NEWS TAGGED INFRASTRUCTURE
    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
    Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration
    Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh...
    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
    Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs
    Flex has announced a strategic plan to spin off its Cloud and Power Infrastructure (CPI) segment into an independent, publicly-traded company, with the transaction expected to be completed...
    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
    Anthropic raises Claude usage limits with SpaceX compute deal
    Anthropic announced immediate increases to Claude service limits following a compute partnership with SpaceX that will deliver over 300 megawatts of new capacity within the month.
    Thursday 7 May 2026
    Arm shifts focus to high-value silicon to bypass mobile growth plateau
    The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...
    Thursday 7 May 2026
    Taiwan component maker Fositek rides AI server cooling demand
    Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...
    Thursday 7 May 2026
    Memory hikes slow telecom orders, but network chipmakers stay upbeat
    Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...
    Thursday 7 May 2026
    EU joins telecom coalition as 6G rivalry with China intensifies

    The European Union has become the first strategic partner of the Global Coalition on Telecommunications, or GCOT, expanding a Western-led...

    Wednesday 6 May 2026
    AI networking surge pushes Lumentum to record growth

    The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial...

    Wednesday 6 May 2026
    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

    Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

    Wednesday 6 May 2026
    AMD earnings call: AI is turning CPUs back into the main event

    AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

    Wednesday 6 May 2026
    Seetel secures JC-STAR dual certification to enter Japan energy storage market
    Taiwan startup Seetel New Energy announced on May 5 that its self-developed energy management and battery management systems have passed Japan Cyber STAR certification from the Information-technology...
    Wednesday 6 May 2026
    Lumentum sees explosive expansion as AI demand fuels record results
    Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook