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    Friday 22 May 2026
    AI memory crunch pushes Nanya Technology toward 2027 fab ramp

    Nanya Technology plans to raise 2026 capital expenditure above NT$52 billion (US$1.64 billion), with chairman Tzou Ming-jen saying the...

    Friday 22 May 2026
    As AI reshapes data center power, Liteon bets on silicon photonics

    Liteon Technology is positioning 2026 as a reset year after marking its 50th anniversary in 2025, as the company pushes deeper into...

    Friday 22 May 2026
    Khgears to expand into humanoid robots in 2026 while pursuing Japan Tier 1 alliance
    Khgears International said it would intensify a robotics push in 2026 by expanding from industrial robot gears into humanoid robot components and by seeking a strategic alliance with...
    Thursday 21 May 2026
    xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain
    Chinese server maker xFusion reached a revenue of CNY58.2 billion (approx. US$8.6 billion) for the year 2025. The figure indicates the company's rising profits as it benefits from...
    Thursday 21 May 2026
    Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter

    Anthropic has unlocked an era of explosive commercial growth, hitting a milestone with its first-ever profitable quarter. According to The...

    Thursday 21 May 2026
    How Nvidia plans to sell Vera CPUs: Four deployment models explained
    Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the...
    Thursday 21 May 2026
    Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers
    Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...
    Thursday 21 May 2026
    LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply
    LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean...
    Thursday 21 May 2026
    Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows
    Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...
    Thursday 21 May 2026
    Anthropic surpasses OpenAI in enterprise adoption amid rising compute and cost pressures
    Anthropic overtook OpenAI in enterprise AI adoption in April 2026, according to spending data from Ramp, Wall Street Journal, Bloomberg and VentureBeat,...
    Thursday 21 May 2026
    Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI
    Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise)...
    Thursday 21 May 2026
    Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin
    Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...
    Thursday 21 May 2026
    Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027
    Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...
    Thursday 21 May 2026
    OSE targets AI server SMT growth as memory demand lifts outlook
    Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...
    Thursday 21 May 2026
    Iron Force eyes North America production, AI server cooling shipments in 2Q26
    Iron Force Industrial saw short-term pressure in its operations during the first quarter of 2026, due to tariff swings in the US-China trade war, adjustments to its product mix, and...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook