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May 11

Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP

Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically multiply the compute extracted from GPUs. The remarks underscore how storage and memory design could limit AI deployment.

China's cybersecurity AI charges ahead despite US model lockout

May 11

DeepSeek's US$7bn funding bid puts China's AI race on notice

May 11

Analysis: Forget the hardware race — Unitree wants to own the robot platform

May 11

Alibaba's Qwen could push AI agents into the heart of e-commerce

May 11

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AIChina AI model boom pulls smartphone supply chain into ecosystem battle

May 12, 14:59

China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly securing capital while expanding ties with consumer electronics and device ecosystems.

IT COMPONENTS, PERIPHERALSE Ink eyes 25% growth in 2026 on surface push

May 12, 14:43

E Ink expects its operations to keep growing in 2026, with chairman Johnson Lee saying the e-paper maker sees revenue growth of 20-25% as applications expand across e-readers, e-notebooks, electronic shelf labels (ESLs), and digital signage. He said retail digitization and outdoor surface applications will be the next major growth drivers.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwan AI server sales show gains spreading beyond TSMC

May 12, 14:29

Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to server assemblers and suppliers of cooling, board materials, rail kits, and server-management chips.

ICT MANUFACTURINGVSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 2026

May 12, 13:43

VSO Electronics said at its annual shareholders meeting on May 12 that it approved its 2025 financial statements and will pay a cash dividend of NT$2.5 per share. Executives reported that orders for the second quarter of 2026 were fully booked, that April 2026 consolidated revenue topped NT$300 million (US$9.7 million), and that cumulative revenue for January through April 2026 rose more than 20% year on year, as AI-related products offset declines in the PC business.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

May 12, 12:34

Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth liquid cooling and advanced server thermal suppliers from more traditional cooling players.

AIKuaishou targets US$20B Kling AI spin-off to tap video generation demand

May 12, 12:23

Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information. The Chinese social media company aims to capture investors' growing interest in AI stocks as video generation platforms reshape the face of social media and entertainment.

IT COMPONENTS, PERIPHERALSViking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks

May 12, 12:16

Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for data centers, server power supplies, and other applications. The company also said resistor lead times have stretched from five weeks to about 15 weeks as AI demand tightens capacity.

ICT MANUFACTURINGInnolux shares surge on reports of potential TSMC FOPLP partnership

May 12, 12:15

Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for the quarter.

SERVER, IPC, CLOUD COMPUTING, IOTAltos targets South Korean AI server market with software edge

May 12, 12:03

Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture. The company is also leaning on its in-house Altos aiWorks software as a key differentiator, as it transitions from a hardware maker into an AI infrastructure solutions provider.

ICT MANUFACTURINGUnivacco posts record first-quarter revenue as North American demand strengthens

May 12, 11:25

Univacco Technology reported that consolidated revenue for the first quarter of 2026 reached NT$774 million, up 3.9% year-over-year and a record for the period, driven by steady growth in North American demand and a pickup in orders from end-brand customers. The company said the Americas now account for a growing share of sales and have become a key driver of the group's operating momentum.

AIOpenAI launches US$4 billion deployment venture to accelerate enterprise AI adoption

May 12, 11:24

OpenAI is expanding beyond AI model development and into enterprise implementation with the launch of the OpenAI Deployment Company, a new business unit backed by more than US$4 billion in initial funding that will help organizations integrate AI into core operations and workflows.

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