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Aug 24

How Nvidia's whitelist was beaten: 74 B300 servers, Taiwan to China

Taiwan's Keelung District Prosecutors Office has indicted nine people over the illegal export of high-end AI servers built on Nvidia's B300 GPUs. The indictment lays out, step by step, how a compliance regime designed to track every unit was defeated from the inside.

Nvidia's strikes US$6B licensing deal with Poolside to accelerate Nemotron models

Aug 24

Nvidia reportedly weighs Perplexity investment as AI strategy expands beyond chips

Aug 24

Notebook brands shift production back to China as Southeast Asia costs rise

Aug 24

Interview: Inside Foxconn's playbook for the sovereign AI data center race

Aug 24

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AIBroadcom's debt push signals AI compute is becoming Wall Street asset class

Aug 25, 08:06

The AI infrastructure race is entering a phase where access to silicon is no longer the only constraint. As compute demand expands into multi-gigawatt projects, the industry is increasingly confronting a second bottleneck: how to finance hardware and data-center capacity at the scale frontier-model developers now require.

AIZhongji Innolight's 1.6T surge shows AI networking is becoming next hyperscaler bottleneck

Aug 25, 08:06

The AI infrastructure boom has long been defined by a race to secure GPUs, memory and power. Yet as cluster sizes continue expanding, another layer of the system is beginning to emerge as an equally decisive constraint: the optical links responsible for moving data fast enough between increasingly dense pools of accelerators.

AISK Hynix and Alibaba tackle the next AI bottleneck: getting more value per chip

Aug 25, 08:05

The AI infrastructure race has been marked by a near-fixated drive to expand AI-powered buildouts, as demand for increasingly complex chip configurations pushes against the physical and economic limits of scalability.

SERVER, IPC, CLOUD COMPUTING, IOTInergy server share hits 47% on cooling, BBU demand

Aug 25, 08:03

Inergy Technology said strong demand for AI server cooling and power management pushed the share of server-related applications to 47% of revenue in the second quarter of 2026, with shipments of system-on-chip (SoC) cooling fan driver ICs set to ramp up in the second half of 2026 and battery backup unit (BBU) demand expected to keep rising as AI moves toward high-voltage direct current power architectures.

AICNFI White Paper outlines solutions as labor, transformation, and energy headline Taiwan's industry hurdles

Aug 25, 08:03

Navigating volatile US tariff policies, escalating geopolitical tensions, and a productivity revolution driven by agentic AI, Taiwan's industrial sector has reached a decisive crossroads.

AIApplied Materials executive says data centers set new AI competition standard

Aug 25, 08:03

Commenting on the current surge in artificial intelligence (AI), Erix Yu, group vice president of Applied Materials and president of Applied Materials Taiwan, recently shared his perspective by tracing the evolution of industrial revolutions.

AIEtron chair sees memory boom extending to 2028-2030

Aug 24

The memory industry is undergoing a structural shift as AI demand surges, and Etron Technology chairman Nicky Lu said the sector's boom will stretch beyond 2027, with shortages likely lasting through 2028 and possibly into 2030. He said supply is tightening further as AI and edge computing create rigid demand, pushing the supply chain to focus on higher-value applications.

AITPK TGV pilot line to start by September, Thailand plant eyes 2027 ramp

Aug 24

TPK Holding is accelerating its move from consumer touch panels into semiconductors, with its Through Glass Via (TGV) pilot line in Taoyuan, Taiwan set to begin operations in August or September. The company is also working with leading outsourced semiconductor assembly and test (OSAT) providers on the project, while its new Thailand production base aims to complete trial runs by year-end and begin volume production in early 2027.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwan's Iron Force shifts airbag output to Poland, targets AI server component ramp in 2027

Aug 24

Taiwan-based Iron Force Industrial is reshaping its manufacturing footprint as pressure on its traditional auto-parts business weighs on earnings. The company plans to expand its Poland plant and shift some airbag production from Taiwan, while AI server-related components, now contributing only marginal revenue, are expected to enter mass production in 2027.

AIUAE weighs investment in 500 MW AI data center plan in Japan

Aug 24

The United Arab Emirates is considering backing a proposed 500 MW AI data center in Akita prefecture, Japan, after local officials met with the UAE ambassador on Aug. 19. The project, which could begin operations as early as 2030, is being positioned as one of Japan's largest data center developments if it moves ahead.

AICommentary: Robots go to work— highlight of the five robotic trends at WRC 2026

Aug 24

The 2026 World Robot Conference (WRC) opened in Beijing on August 19, and the biggest change on this year's show floor was not the larger number of humanoid robots — it was that robots started working on site. From coffee making and retail service to printed circuit board (PCB) handling, logistics sorting, auto parts loading and unloading, and even home organizing, laundry, and table clearing, robot makers are no longer just showing robots walking, dancing, and boxing.

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