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    NEWS TAGGED MICROSOFT
    Friday 28 August 2026
    Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay
    Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure...
    Thursday 27 August 2026
    Anthropic reportedly commits US$45 billion to Nscale for AI computing capacity
    Anthropic has reportedly agreed to spend US$45 billion over six years to rent artificial intelligence computing capacity from Nscale's planned data center campus in West Virginia,...
    Tuesday 25 August 2026
    Eva Air green transport pact to cut Microsoft freight emissions by 15,000 tonnes
    Eva Air and AIT Worldwide Logistics have signed a memorandum of understanding to launch a green transport program that will use sustainable aviation fuel from Formosa Petrochemical...
    Tuesday 25 August 2026
    Vera Rubin transition gap eases as ASIC, general servers rescue supply chain
    As Nvidia's next-generation Vera Rubin platform enters deployment, Taiwan's server supply chain is finding ways to bridge the transition gap before ramping up volume production. Ongoing...
    Friday 21 August 2026
    Top 4 CSPs boost AI infrastructure; volume ramping of 800G switches fuels Accton's growth
    Major global cloud service providers (CSPs) continue to scale up investments in AI infrastructure. According to the latest DIGITIMES research report, combined capital expenditures...
    Wednesday 19 August 2026
    China accelerates Microsoft Windows 10 exit from state systems
    China is accelerating efforts to remove foreign technology from sensitive state-linked systems, ordering some government-affiliated entities to uninstall a customised version of Microsoft...
    Wednesday 19 August 2026
    Tech giants' AI commitments reach US$3 trillion beyond balance sheets
    Alphabet, Meta, Amazon, Microsoft and other major technology companies have accumulated as much as US$3 trillion in off-balance-sheet commitments tied to AI infrastructure, according...
    Wednesday 12 August 2026
    OCP APAC 2026: AMD sees AI agents pushing CPU-GPU ratio toward 1:1
    AMD expects the shift from chatbots to agentic AI to sharply increase CPU demand alongside GPU acceleration, potentially moving the traditional CPU-to-GPU ratio from roughly 1:4 toward...
    Wednesday 12 August 2026
    OCP APAC 2026: Microsoft leans on Taiwan supply chain for 'silicon-to-systems' AI buildout

    Microsoft sources roughly 70% of the hardware content in its cloud infrastructure from Taiwan and the wider Asia-Pacific region, executives...

    Tuesday 11 August 2026
    Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute
    Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft...
    Friday 7 August 2026
    Microsoft launches fourth cloud region in India as AI demand accelerates
    Microsoft has opened its India South Central cloud region in Hyderabad, expanding local capacity for customers in one of the world's fastest-growing digital markets. The move could...
    Friday 7 August 2026
    Metaage 1H26 profit surges 330% on AI-driven enterprise demand
    Metaage, a Qisda group company, reported sharply higher results for the first half of 2026 as demand tied to artificial intelligence accelerated across enterprise customers. The board...
    Thursday 6 August 2026
    Microsoft's OpenAI disclosure reveals an unshakable dependency

    Microsoft Corp. has given the first clear accounting of its revenue from OpenAI: US$24.1 billion for the year ended in June, likely...

    Friday 31 July 2026
    Analysis: The AI buildout stopped being a demand story

    For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings...

    Friday 31 July 2026
    US CSP leaders keep capex growth as AI monetization deepens
    Concerns over whether AI is a bubble hinge on two key questions: can related investments be monetized, and will cloud service providers (CSPs) keep expanding capital spending? Based...
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    BIZ FOCUS
    Aug 27, 08:00
    ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026
    Tuesday 25 August 2026
    Conquer Advances Circuit Protection for AI Power With 50 Years of Expertise
    Tuesday 25 August 2026
    CYP Launches 4K60 Seamless Matrix Switcher to Simplify Multi-Source Operation
    Monday 24 August 2026
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
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