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    NEWS TAGGED INFRASTRUCTURE
    Thursday 2 April 2026
    Ajinomoto faces stakeholder pressure to raise ABF prices
    UK-based fund Palliser Capital announced on March 31 that it has become one of the top 25 shareholders of Ajinomoto and has requested a price increase of more than 30% for its semiconductor...
    Thursday 2 April 2026
    South Korea's market volatility hands Taiwan a rare edge in AI
    During a lecture hosted by the Chinese National Association of Industry and Commerce (CNAIC), DIGITIMES Chairman Colley Hwang analyzed the East Asian industrial landscape...
    Thursday 2 April 2026
    The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era
    The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to...
    Thursday 2 April 2026
    Microsoft bets US$6.5 billion on Southeast Asia AI buildout, spanning Singapore and Thailand

    Microsoft has unveiled back-to-back investments across Southeast Asia, committing US$5.5 billion to Singapore and more than US$1 billion...

    Thursday 2 April 2026
    Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

    As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page...

    Thursday 2 April 2026
    ACME sees AI-driven shipment growth; oil price surge boosting EV demand turnaround
    Benefiting from the AI infrastructure boom, Taiwan-based soft magnetic ferrite core and silicon carbide (SiC) powder supplier Acme Electronics Corporation (ACME) expects growth in...
    Thursday 2 April 2026
    Starcloud bets on space-based computing with fresh funding
    Starcloud, a company pursuing the idea of solar-powered data centers in orbit, said on March 30 that it had raised US$170 million in new funding, valuing the business at US$1.1 billion...
    Thursday 2 April 2026
    Salesforce enters Taiwan, eyes local cloud services with AWS and Google Cloud
    US CRM software provider Salesforce has established its Taiwan subsidiary and opened a Taipei office in early 2026, underscoring Taiwan's role in the global semiconductor and AI supply...
    Wednesday 1 April 2026
    Nvidia moves beyond GPUs with three-system push to own the AI stack
    At GTC 2026, Nvidia introduced three new systems simultaneously: the Groq LPX inference rack, the Vera ETL256 CPU rack, and the STX storage reference architecture. These launches extend...
    Wednesday 1 April 2026
    Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners
    Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon,...
    Wednesday 1 April 2026
    China LLM usage tops US for fourth week as OpenClaw drives token surge
    Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure...
    Wednesday 1 April 2026
    Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
    US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...
    Tuesday 31 March 2026
    Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
    AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
    Tuesday 31 March 2026
    Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
    China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as...
    Tuesday 31 March 2026
    Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

    By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook