Artificial intelligence is entering a capital-intensive phase, with industry executives warning that Asia's next generation of factories will be defined less by breakthroughs in algorithms...
OpenAI has put its Stargate UK project on hold, citing high energy costs and regulatory uncertainty, in a setback for the UK's ambitions to position itself as a global artificial intelligence...
Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...
South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming...
Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...
Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global...
Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...
In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology...
Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information...
Blaize and Nokia expanded their partnership to validate and build a hybrid AI infrastructure across Asia-Pacific, promising enterprises more efficient edge-to-cloud AI deployment,...
Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with...
CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation...
Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...
Industrial PC (IPC) maker Flytech Technology's 11% year-over-year revenue increase in the first quarter of 2026, driven by strong Asia-Pacific shipments, signals potential supply and...
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