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    Commentary: China's chip-model strategy pressures Nvidia's AI economics
    9min ago
    The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
    14min ago
    AI token demand drives TSMC node expansion, buoying Taiwan's economy
    29min ago
    AI server demand locks up memory supply through 2027, prices seen holding firm
    43min ago
    Data center power and cooling overhaul will reshape global AI infrastructure
    44min ago
    OpenAI's growth slowdown raises questions over AI expenditure
    45min ago
    Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents
    51min ago
    NXP signals structural growth as automotive and industrial drive momentum
    57min ago
    Universal Microwave Technology unveils mystery customer with ties to SpaceX
    Apr 28, 19:32
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    Apr 28, 19:32
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
    Apr 28, 19:32
    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
    Apr 28, 19:32
    Home Tech ICT AI
    Wednesday 29 April 2026
    Taiwan logs record chip exports, AI demand outpaces geopolitical risk
    As the conflict involving the US, Israel, and Iran enters its second month, a fragile ceasefire has tempered immediate market shocks, yet economists warn that prolonged tensions could still ripple through global energy and trade. For Taiwan, however, strong export momentum — driven by surging demand for AI and semiconductor technologies — has so far cushioned the impact.
    Wednesday 29 April 2026
    Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI
    After China's National Development and Reform Commission (NDRC) banned Meta's acquisition of AI startup Manus, the social media giant is reportedly preparing to unwind the deal and allow the founding team to exit in compliance with the cancellation. Original investors, including Tencent, HSG, and ZhenFund, have pledged cooperation should Meta finalize the termination.
    Wednesday 29 April 2026
    Osense develops baseball hawk-eye system to capture US$10 billion sports tech market
    Taiwanese artificial intelligence (AI) software company Osense Technology is targeting the rapidly growing sports technology market — valued at more than US$10 billion — by independently developing a domestically produced baseball hawk-eye system and smart bullpen training solution.
    Wednesday 29 April 2026
    Taiwan makes its quantum move, rallying 18 companies
    Quantum computing has long been regarded as one of the defining technology races of the coming decade — and Taiwan, a global powerhouse in semiconductor manufacturing, is now making its most deliberate move yet to stake a claim. Taiwan's Ministry of Economic Affairs (MOEA) on April 27 established the Quantum Industry Technology Promotion Office (QITPO), naming 18 companies as potential participants in a bid to accelerate the island's development of the quantum computing sector.
    Wednesday 29 April 2026
    OpenAI revises five core principles, signaling tougher competitive posture and oversight
    OpenAI updated its five core operational principles in late April 2026, replacing its 2018 founding charter and framing a new stance on democratization, empowerment, universal prosperity, resilience, and adaptability.
    Wednesday 29 April 2026
    Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure
    The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for cloud providers and hardware makers worldwide. Demand for inference-dedicated systems is accelerating production and favoring manufacturers with liquid-cooling and vertical-integration capabilities across the industry.
    Wednesday 29 April 2026
    Ex-DeepSeek insider Fuli Luo targets former employer with Xiaomi's MiMo-V2.5
    The global competition in open-source large language models is heating up again. On April 28, Xiaomi officially unveiled the "MiMo-V2.5" series of models developed under the leadership of Fuli Luo, a former core member of DeepSeek and current head of Xiaomi's MiMo large model team. The lineup includes the flagship MiMo-V2.5-Pro and the general-purpose MiMo-V2.5 model.
    Wednesday 29 April 2026
    Adata reports soaring earnings on strong memory demand

    A surge in demand for AI is fueling a powerful upswing in the memory market, propelling Adata to record-breaking results at the start of 2026.

    Wednesday 29 April 2026
    PCB industry urges four policy moves in Thailand expansion
    Amid global supply chain restructuring, Asia's PCB industry is moving toward closer regional collaboration. Industry experts say that as southbound expansion in the PCB sector takes shape, the next phase for Thailand's PCB industry will shift from capacity expansion to accelerating the development of an advanced manufacturing ecosystem. Future competitiveness will hinge on localizing supply chains, developing talent, and continuously improving related supporting infrastructure and systems.
    Tuesday 28 April 2026
    Nvidia signs record Bengaluru office lease as India AI push accelerates
    Nvidia has signed a 10-year lease for approximately 760,000 square feet of office space in Bengaluru, marking the largest single-tenant office commitment in India to date. The space, located at Bagmane Capital's Memphis South Tower in Mahadevpura, spans 12 floors and will serve as a major hub for the company's expanding artificial intelligence (AI) and engineering operations.
    Tuesday 28 April 2026
    Taiwan's 2026 exports set to top US$800 billion as AI fuels electronics surge
    Taiwan's exports were forecast to surpass US$800 billion in 2026, driven by strong demand for electronic components and information and audiovisual products tied to artificial intelligence, according to China Credit Information Service. The projection followed a record first quarter when exports reached US$195.74 billion, marking the highest quarterly total on record and a 51.1% year-over-year increase.
    Tuesday 28 April 2026
    Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

    Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance but for what the move signals about shifting competitive dynamics. The smartphone maker's cross-sector push into robotics has reignited questions over whether embodied AI and humanoid systems could trigger a new round of market reshuffling.

    Tuesday 28 April 2026
    DeepSeek lifts capital by 50%, founder secures veto stake ahead of funding round
    After upgrading its DeepSeek-V4 model, Hangzhou-based AI firm DeepSeek revealed a major ownership shift. Filings on the Chinese registry platform Qichacha show registered capital rising 50% from CNY10 million (approx. US$1.4 million) to CNY15 million.
    Tuesday 28 April 2026
    Microsoft's cloud strategy tightens AI compute supply
    Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being diverted by cloud giants like Microsoft to their own internal teams and largest customers, leaving smaller firms competing for what remains — often at sharply higher prices.
    Tuesday 28 April 2026
    Indian startup targets AI inference opportunity with full-stack compute platform
    While global AI infrastructure investment remains concentrated around massive GPU clusters for training frontier models, Indian startup Turiyam.ai is betting on a different commercial reality: the dominance of inference.
    Tuesday 28 April 2026
    Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers
    The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in cloud AI, while application-specific integrated circuit (ASIC) vendors stand to benefit significantly.
    Tuesday 28 April 2026
    Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder
    Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle rather than a highest bidder wins approach.
    Tuesday 28 April 2026
    Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
    Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined, with demand rising sharply and pushing Intel into a rare supply shortage. Intel executives said demand is far exceeding supply, with capacity constraints costing billions of dollars in lost revenue.
    Tuesday 28 April 2026
    OpenAI eyes agentic AI phone but faces challenges beyond chip design
    OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive cost-performance for mainstream buyers and attracting users.
    Tuesday 28 April 2026
    Cadence signals strong start to 2026 as AI drives growth across EDA and IP

    Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor design and expanding the role of electronic design automation (EDA) tools.

    Tuesday 28 April 2026
    End of exclusivity becomes industry norm as OpenAI-Microsoft reset signals broader AI shift
    OpenAI and Microsoft have agreed to end one of the AI industry's most prominent exclusive partnerships, underscoring a wider shift toward multi-cloud deployment and cross-platform collaboration. The amended agreement, announced April 27, allows OpenAI to distribute its models across any cloud provider while maintaining Microsoft as its primary partner.
    Tuesday 28 April 2026
    Why Big AI is hiring philosophers to tackle the ethics gap and how the approaches differ
    Google DeepMind and Anthropic are increasingly recruiting philosophers to address the ethical and societal questions posed by advanced artificial intelligence, while OpenAI continues to treat safety largely as an engineering challenge without dedicated philosopher roles. The hires reflect diverging views within the industry about whether AI requires distinct governance and moral expertise.
    Tuesday 28 April 2026
    China blocks Meta-Manus deal, signaling tougher stance as unwinding poses complex fallout
    China's decision to block and unwind Meta Platforms' acquisition of AI startup Manus is reverberating across the global technology sector, highlighting Beijing's increasingly assertive approach to controlling strategic technologies and cross-border deals.
    Tuesday 28 April 2026
    Why the AI boom still runs through Taiwan — and why that won't change
    As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how its chips reach the world, the island's economy is on track for its strongest growth in years — and industry experts say the fundamentals have rarely looked more solid.
    Tuesday 28 April 2026
    DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints
    DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency is not translating into a meaningful reduction in capability gaps with leading US systems.
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    RESEARCH INSIGHTS
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