Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...

Much of the industry attention surrounding AI infrastructure buildouts is now inextricably tied to sheer compute power, with market...

Pegatron reported consolidated revenue of NT$88.31 billion (approx. US$2.8 billion) in August 2026, up 2.66% from the previous month...

Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

SK Hynix is targeting 2028 to apply High-NA extreme ultraviolet lithography to DRAM mass production and is considering joining an industry...

Nuvoton Technology sees robots and other physical AI applications becoming an important source of demand for microcontrollers (MCUs)...