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Wednesday 29 April 2026

BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge

Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including a 95.5% annual drop in profit attributable to its parent company, hitting CNY27.83 million (US$4.1 million).

Wednesday 29 April 2026

Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure

Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises and cloud providers worldwide. The expansion may affect global AI deployment timelines and supply-chain choices by boosting domestic system design, manufacturing, testing, and distribution capabilities.

Wednesday 29 April 2026

China's GPU IPO wave meets its hardest test: cluster stability

China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability, software maturity, and cost efficiency are emerging as the real constraints.

Wednesday 29 April 2026

Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices

Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90% of total sales, with server revenue share reaching about 40%—surpassing mobile for the first time. Strong demand from cloud service providers (CSPs) is driving server memory prices higher, a trend expected to extend into the second quarter of 2026.

Wednesday 29 April 2026

Commentary: China's chip-model strategy pressures Nvidia's AI economics

The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend chips as viable alternatives to Nvidia GPUs, DeepSeek reframes competition beyond software versus hardware. The shift cuts deeper, reshaping how AI systems are architected from the ground up.

Wednesday 29 April 2026

The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute

Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding. For international enterprises and policymakers, the deal signals that cloud providers are increasingly using capital to secure AI customers and influence which models dominate the next phase of AI development.

Wednesday 29 April 2026

AI token demand drives TSMC node expansion, buoying Taiwan's economy

A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators soften.

Wednesday 29 April 2026

Data center power and cooling overhaul will reshape global AI infrastructure

Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts toward 400V and 800V DC distribution, centralized power racks, and broader adoption of liquid cooling will affect design costs, efficiency, and worldwide supply-chain competition and resilience.

Wednesday 29 April 2026

OpenAI's growth slowdown raises questions over AI expenditure

OpenAI is confronting a growing tension between its aggressive infrastructure spending and signs of softer-than-expected business momentum, as internal targets for both user growth and revenue have reportedly been missed.

Wednesday 29 April 2026

Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents

On April 28, Nvidia introduced Nemotron 3 Nano Omni, a new open multimodal AI model designed to simplify the development of agent-based systems by combining vision, audio, and language capabilities into a single framework.

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.

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