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    Samsung reportedly shifts GaN strategy toward foundry as device business stalls
    59min ago
    Nvidia's rapid AI refresh cycle strains supply chain partners
    59min ago
    Wuhan's optical valley bets big on AI with 12.8T module debut
    59min ago
    Lam Research sees PLP pilot-line wave in the next 1-2 years
    59min ago
    China's teleco trio roll out token pricing for AI compute services
    59min ago
    NEWS TAGGED INFRASTRUCTURE
    Thursday 21 May 2026
    Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter

    Anthropic has unlocked an era of explosive commercial growth, hitting a milestone with its first-ever profitable quarter. According to The...

    Thursday 21 May 2026
    AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity
    AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for...
    Thursday 21 May 2026
    How Nvidia plans to sell Vera CPUs: Four deployment models explained
    Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the...
    Thursday 21 May 2026
    Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers
    Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...
    Thursday 21 May 2026
    OpenAI offers 1-3 year reserved AI capacity with discounts to attract enterprise contracts
    OpenAI launched a Guaranteed Capacity program that lets enterprise customers reserve one to three years of AI computing resources in advance, aiming to provide a stable supply for...
    Thursday 21 May 2026
    From anti-jamming drones to tumor-on-a-chip: Taiwan deep-tech courts Silicon Valley capital
    Four Taiwanese deep-tech startups took the stage on the second day of the Plug and Play Silicon Valley May Summit, pitching to international investors and corporations in a session...
    Thursday 21 May 2026
    SpaceX IPO reveals Musk's US$4 billion AI gamble
    SpaceX's long-awaited initial public offering filing landed on Wednesday with all the spectacle investors expected from Elon Musk — and all the contradictions that have come...
    Thursday 21 May 2026
    Samsung labor dispute adds pressure to memory chip market
    Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of...
    Thursday 21 May 2026
    Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027
    Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...
    Thursday 21 May 2026
    China memory supplier Biwin's AI photonics funding raises questions about strategy and risk
    China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.
    Thursday 21 May 2026
    Nvidia revenue surges 85% as data center sales jump 92%
    May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year,...
    Wednesday 20 May 2026
    Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890
    Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group...
    Wednesday 20 May 2026
    Microsoft advances India data center timeline within expanded regional investment framework
    Microsoft's data center expansion in India represents the continuation of a strategic regional investment trajectory, updating previously announced capital commitments rather than...
    Wednesday 20 May 2026
    Amazon's AI chip push gains ground as Nvidia remains central to AWS

    Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements,...

    Wednesday 20 May 2026
    GlobalFoundries invests in Playground Global Fund IV to advance semiconductor technology innovation
    GlobalFoundries announced on May 19 that it is making a limited partner investment in Playground Global's Fund IV through GlobalFoundries Accelerate, the company's venture capital...
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    AsiaCPO
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook