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May 8
Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across the server CPU market and shifting attention back toward x86 computing infrastructure.
Clevo reported steady first-quarter 2026 results, with consolidated revenue of NT$4.941 billion (US$157.3 million), gross profit of NT$1.03 billion, operating income of NT$338 million, and net income after tax of NT$350 million, delivering quarterly earnings per share of NT$0.61. The firm said first-quarter profit rose 25% from the prior quarter and 40% year-on-year, and leadership stated it will pursue continued quarter-over-quarter and year-over-year growth in the second quarter.
OpenAI said it has partnered with chipmakers and cloud providers — including AMD, Broadcom, Intel, Microsoft, and Nvidia — to develop a new networking protocol aimed at improving the performance and reliability of large-scale AI training systems.

AI startup Anthropic has reportedly signed a US$1.8 billion computing agreement with Akamai Technologies as demand for generative AI services continues to accelerate, according to a report by Bloomberg News citing people familiar with the matter.

Unitree Robotics has launched what it calls the world's first humanoid robot motion App Store, allowing users to download and install robot skills in a manner similar to smartphone apps.

PCL Technologies announced that its board approved a plan to acquire 100% of Pingood Group, including Pingood Enterprise Co., Pingood (Thailand) Co., Ltd., Pingji Electronics (Dongguan) Co., Ltd., and Suzhou Pingji Electronics Technology Co., Ltd., with the purchase funded primarily from company cash and supplemented by bank financing as needed. The move marked PCL Technologies' entry into high-precision plastic and metal mechanical components to support optical and electronic packaging for data center and AI applications.
APLEX Technology said it secured a charging-pile order from a leading US customer and expected mass production shipments in the fourth quarter, while medical product trials with a European customer were slated to generate contributions beginning in 2027. The industrial PC maker described smart manufacturing, smart transportation, and smart healthcare as its 2026 focus areas and reported that stainless-steel, fully waterproof IPC products were gaining traction in food processing, biopharmaceuticals, and petrochemical explosion-proof applications.
Lite-On Technology reported April consolidated revenue of NT$16.7 billion (US$530 million), up 1% from March and 25% from a year earlier, marking the company's highest monthly intake in nearly seven and a half years, the firm announced. The company said that strong demand for power management systems for AI and cloud computing, advanced servers, high-efficiency backup battery units, and optoelectronic semiconductors drove the gain.
Taiwan-based electronics verification and analysis specialist Integrated Service Technology (iST) posted weaker first-quarter revenue and an operating loss amid a major operational restructuring, but said the transition has laid the groundwork for a sharper focus on higher-margin AI-related validation and analysis services.
Gigabyte's Giga Computing bets on South Korea's sovereign AI boom
May 11, 08:12

Gigabyte Technology subsidiary Giga Computing is expanding aggressively in South Korea, positioning itself to benefit from a surge in demand for AI servers driven by the country's sovereign AI ambitions and accelerating enterprise adoption of artificial intelligence (AI).

Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI infrastructure globally.

India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI infrastructure, and data centers. The developments reflect India's broader push to become a larger global sourcing base for semiconductors, displays, automotive electronics, and AI-related manufacturing amid ongoing supply chain diversification.