The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.
Chinese AI startup DeepSeek has permanently reduced the API pricing of its flagship DeepSeek-V4-Pro model to one-quarter of its original rates, escalating competition in the global AI model market.
Syntec Technology reported record quarterly revenue and profit for the first quarter of 2026, as demand for high-end control systems and robotics applications rose with manufacturers' push toward AI-enabled automation.
SK Hynix is reportedly considering opening a Seoul office and sales operation inside SK Group's Seorin Building in Jongno, Seoul, a symbolic headquarters site for the conglomerate, according to Maeil Business Newspaper and Chosun Biz.
Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial intelligence (AI) helped lift results across the company.
AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain.
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 in an early phase of growth.
