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Friday 8 May 2026
Shenmao rides the AI infrastructure boom to record revenue growth
Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia...
Friday 8 May 2026
Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...
Friday 8 May 2026
Aopen posts highest first-quarter profit in 20 years as edge computing sales strengthen
Aopen, an Acer subsidiary, reported its strongest first-quarter operating profit, net profit after tax, and earnings per share for the period in 20 years, citing tighter operational...
Friday 8 May 2026
AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy
Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while...
Friday 8 May 2026
Memory shortages choke AI storage orders, says Hitachi Vantara

AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising...

Friday 8 May 2026
AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

Friday 8 May 2026
TSMC eyes bigger US investment; Arizona chip expansion accelerates
Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand...
Thursday 7 May 2026
MediaTek opens AI R&D data center in Taiwan with Nvidia DGX SuperPOD
MediaTek announced the opening of a new research and development data center at the Tongluo Science Park in Miaoli, Taiwan, aimed at supporting growing demand for edge AI and cloud...
Thursday 7 May 2026
SpaceX targets AI chip independence with US$119 billion Texas Terafab
Elon Musk is rapidly expanding his ambitions beyond rockets and electric vehicles (EVs), positioning SpaceX at the center of a vertically integrated artificial intelligence (AI) infrastructure...
Thursday 7 May 2026
South Korea's US$344.3 million push to localize power chips
South Korea plans to provide KRW500 billion (US$344.3 million) in state funding for a large-scale research and development project aimed at localizing next-generation power semiconductors,...
Thursday 7 May 2026
Pentagon deploys 100,000 AI agents, escalating algorithm warfare with China
The Pentagon has deployed more than 100,000 AI agents through its GenAI.mil platform, marking a broader shift toward algorithm-driven warfare and expanding the US military's push into...
Thursday 7 May 2026
Alphabet's global debt blitz underscores explosive AI funding boom across tech industry
Alphabet has significantly expanded its global borrowing program to finance artificial intelligence (AI) infrastructure, raising nearly US$17 billion through euro- and Canadian dollar-denominated...
Thursday 7 May 2026
Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg...
Thursday 7 May 2026
Micron launches 245TB 6600 ION SSD targeting AI data center density
Micron Technology said it has started shipping its 245TB 6600 ION solid-state drive, which the company described as the industry's highest-capacity commercially available SSD for data...
Thursday 7 May 2026
MetaAge posts 27% revenue increase as AI demand boosts server shipments
MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...