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Wednesday 24 June 2026
Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on...
Wednesday 24 June 2026
Cerebras bets on speed as a product, racing to add data center capacity through 2027
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive...
Wednesday 24 June 2026
Cerebras posts 92% revenue growth in first public quarter, but warns compute rentals will squeeze margins
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing...
Wednesday 24 June 2026
AI server VRM shifts drive power shortages and stretch lead times past 6 months
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads...
Tuesday 23 June 2026
NYCU, Phison join forces to build AI heterogeneous computing resource management platform
Taiwan's National Yang Ming Chiao Tung University (NYCU) and Phison Electronics are teaming up to build a GPU resource management platform to improve the efficiency of computing resource...
Tuesday 23 June 2026
Kaori's Kaohsiung plant targets 2027 output for AI cooling and green energy demand
Kaori Heat Treatment held a groundbreaking ceremony for its new plant at Kaohsiung's Ciaotou Science Park on June 23. Chairman Dr. Allen Wu led the management team at the event, joined...
Tuesday 23 June 2026
SK Hynix Cheongju plant accidents raise HBM expansion safety concerns

SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over...

Tuesday 23 June 2026
Taipei startups showcase AI martech and fintech tools at NextRise 2026 to court South Korea partners
Taipei-backed startups showcased AI martech, fintech, and digital-transformation tools at NextRise 2026 in South Korea, seeking investors, partners, and accelerators across Asia. The...
Monday 22 June 2026
Panjit upgrades hot swap tech to drive 2H26 growth
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to...
Monday 22 June 2026
Robot batteries diverge from EVs as A-PRO backs swap systems
South Korean battery equipment maker A-PRO says robot battery design differs sharply from electric vehicles (EVs), with hot-swap battery replacement, dual-battery setups, and autonomous...
Thursday 18 June 2026
Mirle Automation names CEO as chair

Mirle Automation announced that chairman Houng Sun will step down and hand the role to chief executive officer Shih-Tung Lin, as the...

Thursday 18 June 2026
Handheld device makers shift from scanners to edge AI field hubs

AI and smart applications are pushing handheld devices beyond barcode scanning and data entry, transforming them into intelligent terminals...

Wednesday 17 June 2026
Xiaomi Auto veteran says Tesla's EV edge starts on factory floor
Xiaomi Auto is putting manufacturing and supply chain control at the centre of its electric vehicle strategy, with former Tesla Shanghai Gigafactory head Song Gang saying Tesla's real...
Tuesday 16 June 2026
Murata and Synopsys deepen simulation integration as electronics design complexity grows

Murata Manufacturing has partnered with Synopsys to make its latest electromagnetic and thermal simulation models directly accessible...

Tuesday 16 June 2026
Netronix's supply-chain discipline cushions memory shortages amid rising color e-book reader demand

Netronix said memory shortages are hitting the color e-book reader industry, but its long-built supply-chain management system and...