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    Qualcomm unveiled Dragonfly data center push, with Microsoft and Meta orders in hand
    8h 33min ago
    BOE added to US military-linked list as South Korean panel makers see an opening
    8h 33min ago
    Taiwan revives NT$210 billion drone procurement plan amid industry hopes and concerns
    8h 34min ago
    SK Hynix pushes 2027 launch for Yongin triple-deck fab
    8h 34min ago
    Gwangju eyes a Taiwan-style semiconductor cluster
    8h 34min ago
    Google lost two AI stars as talent concerns deepened
    8h 34min ago
    NEWS TAGGED AWS
    Thursday 25 June 2026
    Nvidia and AWS deepen push to simplify AI infrastructure at scale
    Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed,...
    Wednesday 24 June 2026
    Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration
    Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on...
    Tuesday 23 June 2026
    AWS Trainium 3 ramp set to boost Taiwan suppliers in the second half of 2026

    Amazon Web Services (AWS) is moving into volume production of AI servers built around its latest custom chip, Trainium 3, setting up Taiwan...

    Tuesday 2 June 2026
    DeepSeek's pricing move could redistribute value across AI hardware market
    Chinese AI startup DeepSeek said it will permanently cut the API price of its flagship model by 75% from June 1, prompting debate across the global AI industry. Amazon AWS said the...
    Friday 29 May 2026
    AWS lands US$6 billion Snowflake deal as AI shift brings CPUs into chip battleground
    Amazon Web Services (AWS) won a US$6 billion AI infrastructure agreement with Snowflake, announcing expanded deployment of its in-house Graviton CPUs and AI compute capacity as cloud...
    Monday 25 May 2026
    Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
    Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...
    Wednesday 20 May 2026
    Amazon's AI chip push gains ground as Nvidia remains central to AWS

    Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements,...

    Tuesday 12 May 2026
    Arm's AGI CPU demand surges as supply constraints loom
    Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...
    Sunday 3 May 2026
    CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain
    At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained...
    Thursday 30 April 2026
    Amazon highlights US$50 billion chip potential and advances LEO satellite plans
    On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
    Thursday 30 April 2026
    Amazon posts solid growth as AWS and AI investments drive momentum
    ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...
    Wednesday 29 April 2026
    The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
    Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding...
    Tuesday 28 April 2026
    AI anti-fraud solution wins virtual asset security hackathon

    The rapid advancement of generative artificial intelligence (GenAI) has significantly enhanced the efficiency of content creation and dissemination. At the same time,...

    Monday 27 April 2026
    Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene
    Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly...
    Tuesday 21 April 2026
    Analysis: Amazon's 11-year chip journey crowns Anthropic and OpenAI as top Trainium customers
    Amazon CEO Andy Jassy declared in his latest shareholder letter that the company's self-developed chip business is booming, surpassing US$15 billion in annualized AI revenue through...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook