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Feb 11

Analysis: Big tech's AI buildout spending spree set to reshape global supply chains

America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal an investment surge driven by the rapid expansion of generative artificial intelligence. Combined capital expenditures by the group are now estimated to reach between US$600 billion and US$630 billion. This far exceeds market expectations and rivals the annual gross domestic product of many mid-sized nations.

ByteDance reportedly in talks with Samsung on chip development amid US Nvidia curbs

Feb 11

AI demand fuels photonics-semiconductor convergence at APE 2026

Feb 11

Strong CSP investment spurs AI data center growth and boosts component shipments

Feb 11

Memory squeeze from AI demand threatens industrial PC margins and delivery timelines

Feb 11

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PC, CEChina's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure

Feb 12, 16:10

Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset margin pressures. The company also warned of mounting pressure on PC shipments due to a worsening memory-chip shortage.

ICT MANUFACTURINGColumn: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy

Feb 12, 15:56

Rare earth metals are essential to modern industry and defense. They are found in high-performance motors, precision weapon guidance systems, and a range of green energy technologies. Yet the global rare earth supply chain has long suffered severe imbalances.

SERVER, IPC, CLOUD COMPUTING, IOTMistral to invest EUR1.2bn in Swedish AI data centres to expand European compute capacity

Feb 12, 15:52

Mistral AI will invest EUR1.2 billion (US$1.43 billion) to build large-scale AI data centres in Sweden, marking its first infrastructure expansion outside France. The move positions the company at the centre of Europe's push to secure domestic AI compute capacity and reduce reliance on foreign cloud infrastructure, Reuters and AFP reported.

AIZ.ai unveils GLM-5, advances AI agents and China chip compatibility

Feb 12, 14:54

Ahead of the Lunar New Year, Chinese AI startup Z.ai (formerly Zhipu AI) released its open-source model GLM-5, highlighting AI agent capabilities and coding performance. The company said the user experience is "approaching Anthropic Claude Opus 4.5."

ICT MANUFACTURINGTaiwan ODMs split in early 2026 as business transition takes hold

Feb 12, 14:00

Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI servers and automotive electronics intersect with seasonal softness and shifting demand in legacy businesses. January 2026 results from Pegatron and Compal Electronics illustrate how the two companies are navigating that shift with contrasting near-term outcomes.

PC, CEAcer, Asus January PC surge faces 2Q26 reckoning on memory shortages

Feb 12, 13:45

Notebook brands Acer and Asus posted strong January revenue, defying the usual seasonal slowdown. The supply chain, however, remains cautious — the momentum, sources warn, is short-lived. When inventories of key components are drawn down by the second quarter of 2026, and price increases are passed on to end consumers, the real test will begin. As Warren Buffett famously put it: "Only when the tide goes out do you discover who's been swimming naked."

PC, CEWeblink posts record January revenue as AI demand boosts data center and consumer markets

Feb 12, 12:39

Weblink International Inc. reported consolidated revenue of NT$2.897 billion (about US$92 million) in January 2026, a 39.86% year-on-year increase and a historic monthly high driven by accelerated AI application adoption across multiple sectors.

ICT MANUFACTURINGFoxconn projects stronger 2026 growth, secures oversubscribed sustainability loan

Feb 12, 12:14

After posting record revenue in 2025, Foxconn held its annual company sports carnival on February 12, continuing for a second consecutive year to replace the traditional year-end party banquet with a large-scale athletic event. Ahead of the event, Foxconn chairman Young Liu said 2026 "will definitely be much better" than 2025.

AISMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing

Feb 12, 11:49

The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that its performance in the first quarter of 2025 defied seasonality. Utilization held steady from the prior quarter, and pricing for mature nodes has begun to stabilize.

ICT MANUFACTURINGTaiwan's machinery industry sees stable recovery driven by AI and semiconductor demand, but machine tools lag

Feb 12, 10:30

Taiwan's machinery industry posted continued export growth in January, driven by demand for AI-related electronic equipment and semiconductor-linked products, while the machine tool sector remains under pressure, according to industry associations.

AIMusk announces xAI reorganization after merger with SpaceX

Feb 12, 10:14

Elon Musk has reorganized AI startup xAI following its merger with SpaceX, citing the need for faster execution as the company scales. The overhaul comes amid the departure of multiple co-founders and senior staff.

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