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    Anduril boosts Taiwan sourcing 15x, considering local production
    2h 45min ago
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    2h 45min ago
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    2h 45min ago
    CPO production delay may boost growth of LPO and NPO
    2h 45min ago
    Taiwanese chips gain from non-China drone supply chain demand
    2h 45min ago
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    2h 45min ago
    NEWS TAGGED INFRASTRUCTURE
    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...
    Wednesday 10 June 2026
    GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72%
    GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment...
    Wednesday 10 June 2026
    COMPUTEX highlights a shift to prefabricated AI data centers
    At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward...
    Tuesday 9 June 2026
    Nvidia's ecosystem commands the conversation at COMPUTEX 2026
    COMPUTEX 2026 concluded this week after drawing the world's largest chipmakers and technology suppliers to Taiwan. Yet despite a crowded field of competitors, one company once again...
    Tuesday 9 June 2026
    Onsemi launches Elite Pairing Studio to simplify power design
    Onsemi has introduced an online design tool to help engineers match SiC MOSFETs and gate drivers more quickly. The company said the platform could reduce early-stage trial-and-error...
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    Research Report Database
    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