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Tuesday 10 November 2026
Qisda ramps up AI investment, sees data-center slowdown as short-term
Qisda is increasing its investment in AI, with chairman Peter Chen saying a short-term slowdown in data-center construction would not derail the long-term AI trend and could ease component...
Tuesday 10 November 2026
SoftBank Group, Grab, PETROS commit US$1.85 billion to Malaysian AI infrastructure
SoftBank Group, Grab, and Petroleum Sarawak Berhad (PETROS) have entered into joint development agreements to deploy US$1.85 billion in initial seed capital for large-scale artificial...
Tuesday 10 November 2026
TSMC October 2026 revenue surges 59.7% on strong AI chip demand
TSMC reported a 59.7% year-over-year increase in October 2026 revenue, extending its strong growth momentum as demand for advanced chips used in artificial intelligence (AI) infrastructure...
Tuesday 10 November 2026
SpaceX's US$24B Texas AI data center plan signals a bigger play for energy control
SpaceX plans to invest approximately US$24 billion in a natural gas-fired power plant and supercomputing facility in Starbase, Texas, extending Elon Musk's strategy of controlling...
Tuesday 10 November 2026
Nvidia, SPIL target CPO volume shipments in 2027
AI infrastructure investment is accelerating the shift toward optical connectivity, as rising data-center traffic exposes the power and bandwidth limits of conventional electrical...
Tuesday 10 November 2026
Novatek faces AI infrastructure squeeze, pins growth ramp-up on new products
Novatek Microelectronics, a leading Taiwanese display driver IC (DDI) design house, hosted its quarterly earnings conference last week. Novatek President and Vice Chairman Steve Wang...
Tuesday 10 November 2026
NASA launches US$10 billion in lunar transport contracts
NASA is accelerating construction of a lunar south pole base by selecting eight aerospace companies for the second phase of its Commercial Lunar Payload Services (CLPS 2) program....
Tuesday 10 November 2026
Taiwan's proposed Amazon Leo network would broaden emergency communications
Taiwan's proposed 2027 government budget would fund a low Earth orbit satellite network using Amazon Leo, adding backup communications for critical sites during disasters and emergencies...
Tuesday 10 November 2026
TIER sees Taiwan growth slowing to 6.45% in 2027
Taiwan's growth is expected to ease in 2027 as a surge in AI-related exports and business investment lifts this year's comparison base. However, continued spending on AI infrastructure...
Tuesday 10 November 2026
Trans-Sun Materials Technology sees AI server, robot growth defying US political shifts
Calls to curb artificial intelligence (AI) expansion have intensified after the US Democratic Party's sweeping victory in the midterm elections, but Trans-Sun Materials Technology...
Tuesday 10 November 2026
Winbond sees AI data center buildout largely secured through 2028, flags 2029 as possible turning point
Winbond Electronics chairman Arthur Chiao said the AI data center buildout planned by major cloud service providers (CSPs) for 2027 and 2028 is largely secured, with funding, land,...
Tuesday 10 November 2026
Taiwan exports hit record US$96.76 billion in October
Taiwan's exports rose 58.9% year on year to a record US$96.76 billion in October, as strong investment in global artificial intelligence infrastructure boosted demand across related...
Monday 9 November 2026
Nvidia teams up with SK Telecom and Rebellions to develop AI inference systems
Nvidia, SK Telecom and South Korean AI chip startup Rebellions have agreed to develop rack-scale AI inference systems that combine Nvidia GPUs with Rebellions' next-generation neural...
Monday 9 November 2026
Doosan expands CCL production in China and South Korea to meet AI demand
Doosan is moving ahead with a roughly KRW970 billion (approx. US$716 million) expansion of copper-clad laminate (CCL) production in South Korea and China as demand for AI accelerators,...
Monday 9 November 2026
DeepSeek Harness active users quadruple as plugin ecosystem expands
DeepSeek said its open-source AI agent framework, DeepSeek Harness, had 1.54 million daily active users as of November 4, more than quadrupling in less than three months. The company...