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Monday 25 May 2026
Global PMX shifts into AI server cooling as demand for AI compute soars
Global PMX reported full-year consolidated revenue of NT$7.823 billion (US$249.3 million) for 2025, up 1.71% year-over-year, and after cost and product-mix improvements posted net...
Monday 25 May 2026
Grok falters across government and enterprise as SpaceX pivots to lease idle compute
Elon Musk's AI startup xAI faced weak uptake for its chatbot Grok across US government, corporate, and consumer markets, and SpaceX moved to lease idle computing capacity to Anthropic...
Monday 25 May 2026
Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships
At the 2026 SelectUS Investment Summit in Maryland, US officials used the flagship investment forum to outline a national industrial strategy prioritizing supply chain reconstruction...
Monday 25 May 2026
AI server boom lifts memory interface chip leader, but DDR5 risks linger
Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
Saturday 23 May 2026
Taiwan power chip maker Panjit targets AI and robotics for next growth phase

Panjit International Inc. is accelerating its expansion into AI and automotive electronics as the Taiwanese power semiconductor maker positions...

Friday 22 May 2026
AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains...

Friday 22 May 2026
China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains
Reliance's pivot from domestic manufacturing to component procurement reveals the geopolitical constraints reshaping India's clean energy transition and raising questions about supply...
Friday 22 May 2026
Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance

Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two...

Friday 22 May 2026
Auto cyber losses topped US$20 billion in 2025 as carmakers tighten defenses
Automakers and their suppliers faced more than US$20 billion in damage from software flaws and cyberattacks in 2025 as the industry accelerated toward software-defined vehicles, according...
Friday 22 May 2026
BenQ Qisda Group to spotlight AI deployments at COMPUTEX 2026
BenQ Qisda Group will participate in COMPUTEX 2026 under the theme "AI In Action," showcasing how artificial intelligence (AI) is being applied in real-world deployments. BenQ Qisda...
Friday 22 May 2026
French AION consortium to bid for EU funding to build ?10B AI data center campus
A French consortium called AION said it would bid for EU AI infrastructure funding to build a large AI data center campus in France worth as much as EUR10 billion (US$11.6 billion)...
Thursday 21 May 2026
Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter

Anthropic has unlocked an era of explosive commercial growth, hitting a milestone with its first-ever profitable quarter. According to The...

Thursday 21 May 2026
AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity
AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for...
Thursday 21 May 2026
How Nvidia plans to sell Vera CPUs: Four deployment models explained
Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the...
Thursday 21 May 2026
Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers
Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...