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Tuesday 18 August 2026
Nvidia's Taipei hub pushes power demand to 240MW, triggering a scramble to keep the lights on

Nvidia's new Taiwan headquarters will be located in the Beitou-Shilin Technology Park, with construction expected to begin by the end...

Tuesday 18 August 2026
Why AMD still owns US$565M of SpaceX shares after Musk chose Nvidia
Elon Musk has made SpaceX's AI hardware strategy unusually clear: future infrastructure will rely exclusively on Nvidia chips and technology. Yet AMD, Nvidia's largest rival in AI...
Tuesday 18 August 2026
SpaceX-Cursor acquisition closes the loop between AI compute, models and applications
As the AI race increasingly evolves around who can secure the most compute, develop the strongest models and convert them into commercially viable applications, SpaceX has moved another...
Tuesday 18 August 2026
Hybrids dominate Taiwan's auto market, as carmakers intensify push with new models

Sales of hybrid vehicles have surged in Taiwan due to range anxiety and still-inadequate charging infrastructure, and carmakers are...

Tuesday 18 August 2026
AI server demand pushes high-end MLCC lead times toward 40 weeks
Multilayer ceramic capacitor (MLCC) supply is increasingly diverging by product specification, with mainstream components remaining relatively stable while lead times for some high-capacitance,...
Tuesday 18 August 2026
SpaceX, Nvidia push space AI from lunar exploration toward orbital data centers

As SpaceX accelerates its push into space-based AI data centers and Nvidia brings Jetson GPUs into lunar exploration missions, the race...

Monday 17 August 2026
Samsung's China sales overtake US; Nvidia not among top five customers
Samsung Electronics' sales to China and the US surged in the first half of 2026 as an AI-driven memory upcycle boosted its semiconductor business, while Nvidia did not rank among the...
Monday 17 August 2026
Nvidia closing in on US$100B credit guarantee deal for OpenAI's Ohio data center
Nvidia is approaching an agreement to provide credit guarantees of around US$100 billion for OpenAI's 10GW data center in Ohio, among the largest AI infrastructure projects ever, according...
Monday 17 August 2026
OCP APAC 2026: When AI starts running the hardware that runs it
The tech industry has long been fixated on one persistent bottleneck: the physical limitations of high compute in the AI era. But what if the industry's focus, rather than pouring...
Monday 17 August 2026
Stripe reportedly agrees to buy AI routing startup OpenRouter for more than US$7 billion
Stripe has reportedly finalized an agreement to acquire OpenRouter, a startup that helps businesses switch between artificial intelligence (AI) models, for more than US$7 billion,...
Monday 17 August 2026
Kaynes Semicon eyes photonics, quantum security and neuromorphic chips in India tech push
Kaynes Semicon is looking at silicon photonics (SiPh) and co-packaged optics (CPO), post-quantum security, and neuromorphic computing as potential areas for expansion as India prepares...
Monday 17 August 2026
India roundup: India's electronics push gains momentum as water, China ties and chip incentives collide

India's electronics and AI infrastructure ambitions are accelerating, but mounting environmental...

Monday 17 August 2026
T-glass demand surges as IC substrate makers see shortages through 2028
As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...
Monday 17 August 2026
Fu Chun Shin lifts second quarter margins on stronger electronics demand
Fu Chun Shin Machinery said rising investment in smart manufacturing and AI infrastructure lifted demand for high-precision, high-efficiency, and intelligent equipment across ICT,...
Sunday 16 August 2026
Edgecore pushes all-optical networking for distributed AI data centers
Edgecore Networks said distributed AI infrastructure will become more important as data centers run into limits on power, space, and cooling. Speaking at the 2026 OCP APAC Summit,...