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    Meta and Reliance expand India partnership with AI data center plan
    7min ago
    AIDC books NT$12.8 billion in new orders as long-term MRO work offsets trainer production peak
    15min ago
    MicroIP's new Kaohsiung R&D base points to broader AI push in southern Taiwan
    19min ago
    OpenAI reportedly eyes IPO within a year as it readies new AI model and massive infrastructure push
    23min ago
    Pegatron May revenue hits 2026 high as server business gains momentum
    27min ago
    Anduril boosts Taiwan sourcing 15-fold, eyes local production
    32min ago
    TDK bets on AI data center cooling with US$400 million Fabric8Labs acquisition
    36min ago
    Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure
    40min ago
    SuperAI Singapore: Google DeepMind opens its science AI toolkit to Asia-Pacific startups
    46min ago
    CPO production delay may boost growth of LPO and NPO
    Jun 10, 19:51
    Taiwanese chips gain from non-China drone supply chain demand
    Jun 10, 19:51
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Jun 10, 19:51
    NEWS TAGGED INFRASTRUCTURE
    Thursday 11 June 2026
    Oracle revenue surges, but heavy AI spending prompts investor concern
    Oracle posted a strong close to its fiscal year, with fourth-quarter revenue climbing 21% to US$19.2 billion — slightly ahead of analyst expectations — driven by near-doubling...
    Thursday 11 June 2026
    DATOTEK Showcases Sustainable AI Storage at COMPUTEX 2026

    DATOTEK INTERNATIONAL CO., LTD., a Taiwan-based memory and storage manufacturer, showcased its latest AI-powered sustainable storage solutions and AI infrastructure technologies...

    Thursday 11 June 2026
    Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

    Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

    Thursday 11 June 2026
    Sharp's AI server plan signals a broader shift in Japan electronics
    Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers...
    Wednesday 10 June 2026
    OpenAI reportedly nears 10GW Ohio lease with Nvidia backing, sealing its pivot from building to renting compute
    OpenAI is in advanced talks to lease a planned 10-gigawatt data center campus on federal land in Ohio, in what would be the company's largest infrastructure commitment to date, The...
    Wednesday 10 June 2026
    Tech analyst unpacks why AI eats the world at SuperAI Singapore
    Sam Altman's vision of artificial intelligence as a utility bought by the meter — like electricity — may be the wrong model entirely, and the telecommunications industry's...
    Wednesday 10 June 2026
    Commentary: How AI boom gave Nokia and BlackBerry a second life
    The artificial intelligence boom has created clear winners among semiconductor and memory manufacturers. Shares of companies such as Samsung Electronics, SK Hynix and Micron Technology...
    Wednesday 10 June 2026
    Closed AI models face a capex reckoning as open-weight alternatives close gap, SuperAI speaker warns
    The economics of closed artificial intelligence (AI) models may be fundamentally broken, and the centralized cloud infrastructure supporting them is the next target — that was...
    Wednesday 10 June 2026
    China's CNY2tn data center plan puts domestic AI chips at the core
    Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic...
    Wednesday 10 June 2026
    Malaysia urges ASEAN to build regional power grid in response to geopolitical tensions, AI-driven power demand
    Malaysian Prime Minister Anwar Ibrahim has once again called on the Association of Southeast Asian Nations (ASEAN) to establish a regional power grid, as geopolitical developments...
    Wednesday 10 June 2026
    AI equipment, telecom upgrades lift network equipment vendors in May
    Taiwan-based network equipment makers have seen revenue trend higher in May 2026, buoyed by rising AI infrastructure spending, low Earth orbit (LEO) satellite orders, and a telecom...
    Wednesday 10 June 2026
    Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

    As AI adoption accelerates globally, computing infrastructure is becoming a key competitive battleground. Taiwan-based AI software company...

    Wednesday 10 June 2026
    Broadcom, Apollo, Blackstone launch US$35B AI infrastructure platform to power next wave of AI growth
    Broadcom has partnered with Apollo Global Management and Blackstone's Credit & Insurance business to launch the AI XPV Platform, a new financing vehicle backed by an initial US$35...
    Wednesday 10 June 2026
    Delta and Lite-On poised to benefit as AI pushes data centers toward megawatt power levels

    AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends...

    Wednesday 10 June 2026
    Taiwan AI industry plan targets silicon photonics as new moat
    The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form...
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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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook