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Apr 30

Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with CEO Sundar Pichai framing the quarter as evidence that its "full-stack" AI strategy is beginning to translate into measurable business performance.

SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy

Apr 30

Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Apr 30

NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint

Apr 30

SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry

Apr 30

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AICerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia

May 4, 13:58

Cerebras Systems is preparing to raise up to US$4 billion in an initial public offering, targeting a valuation of about US$40 billion, in what could become one of the largest AI chip listings to date.

AIAnthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch

May 4, 12:34

Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up compute demands, according to The Information. Although Fractile's AI chips are not expected to be available until next year at the earliest, the deal could give the maker of Claude more leverage with suppliers as it seeks to expand AI capacity to meet soaring demand.

ICT MANUFACTURINGMeta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift

May 4, 12:31

Meta Platforms has acquired Assured Robot Intelligence (ARI), a startup focused on AI models for humanoid robots, marking another step in the company's broader push into physical-world artificial intelligence (AI).

SERVER, IPC, CLOUD COMPUTING, IOTAI's 1.6T shift turns InP into optical supply chain bottleneck

May 4, 12:22

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

AIYageo's Pierre Chen says AI hardware boom is lifting passive component demand

May 4, 12:02

Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory, but also for passive components, sensors, and power semiconductors.

AIWeekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset

May 4, 11:47

Below are the most-read DIGITIMES Asia stories from the week of April 27-May 4, 2026:

PC, CEApple's cash pivot: A new CEO and strategy for the AI arms race

May 4, 11:23

In a landmark shift coinciding with its second quarter of fiscal 2026 results, Apple has announced that it will no longer maintain its formal "net cash neutral" target. This financial pivot comes as the company prepares for a significant leadership transition: John Ternus, the current hardware engineering chief, will succeed Tim Cook as CEO on September 1, 2026.

IT COMPONENTS, PERIPHERALSRealtek sees PC revenue growth despite 2026 shipment decline

May 4, 10:48

Realtek's projection of a sharp fall in full-year 2026 PC shipments amid tight memory supply signals wider device-market shifts: global brands are prioritizing mid- and high-end models and premium components, boosting demand for higher-content semiconductors as unit volumes fall, with implications for laptop pricing, vendor strategies, and component suppliers worldwide.

ICT MANUFACTURINGFoxconn shoots for the stars — and Starlink's playbook

May 4, 10:28

Foxconn's Hon Hai Research Institute has launched its second-generation low-Earth-orbit satellites, PEARL-1A and PEARL-1B, from Vandenberg Space Force Base in California aboard a SpaceX Falcon 9 rocket. The mission has entered an on-orbit validation phase as part of a satellite networking strategy.

ICT MANUFACTURINGTata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain

May 4, 10:25

Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens its position in global electronics production.

IT COMPONENTS, PERIPHERALSAsia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth

May 4, 09:59

Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose 16% from a year earlier to NT$1.07 billion, while operating income increased 58% from the first quarter of 2025 to NT$482 million, marking record highs for all three for the same period.

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