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Friday 11 September 2026
Oracle's AI cloud build-out is now rewriting its cost structure

Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

Friday 11 September 2026
Oracle turns its AI build-out into a delivery number, and the cost lands where management said it would

Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

Friday 11 September 2026
AI server tracker: Taiwan's August filings say demand is still accelerating
The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...
Friday 11 September 2026
GPU economics face pressure as token prices fall, d-Matrix says
Falling token prices are putting pressure on the economics of GPU-based AI inference, potentially prompting data center operators to rethink how workloads are divided across compute...
Friday 11 September 2026
Quantum computer development is more about national security than profits, says expert

Japanese electronics giant NEC stopped development of gate-based superconducting quantum computer hardware at the end of March 2026...

Thursday 10 September 2026
Jeter August revenue rises on AI server shipments
Soonest Express, a logistics and freight forwarding provider, reported August 2026 revenue of NT$799 million (approx. US$25.3 million), up 13.53% month on month and 7.80% year on year,...
Thursday 10 September 2026
Taiwan chipmakers target humanoid robots beyond the 'brain,' focusing on vision, motor control

Taiwanese IC design companies have recently begun highlighting opportunities in physical AI and robotics. Arm's recently announced expansion...

Thursday 10 September 2026
AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand
AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the...
Thursday 10 September 2026
Wistron, Wiwynn hit record August revenue as board approves US$200 Million for US, Vietnam expansion
Wistron and Wiwynn both posted record-high monthly revenue in August 2026 as shipments of artificial intelligence (AI) servers continue to expand. Both companies remain highly confident...
Thursday 10 September 2026
Firmus, OpenAI strike compute deal for Malaysia AI factories
Firmus and OpenAI have announced a multi-year strategic partnership that will add dedicated AI compute capacity in Malaysia, underscoring how Asia-Pacific is becoming central to global...
Thursday 10 September 2026
Naver pitches a Europe-facing AI factory to France as Brookfield deal moves ahead
Naver is trying to export the AI factory model it is building at home, telling French companies and institutions this week that it wants to combine France's energy base with its own...
Thursday 10 September 2026
Samsung SDS broadens AI push from software to factory robots
Samsung SDS is using its enterprise AI strategy to move beyond office automation and into factory robotics, betting that its systems-integration experience can turn fragmented robot...
Thursday 10 September 2026
JD Cloud plans 100,000-GPU cluster built on Moore Threads chips
JD Cloud said on September 9 that it plans to build a 100,000-card cluster of full-function GPUs supplied by Moore Threads, a deployment the company describes as the first time domestic...
Thursday 10 September 2026
CIOE: Morphotonics draws on display background to break AR waveguide bottlenecks
At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR...
Thursday 10 September 2026
Wiwynn sees AI server shipments to overtake general-purpose servers in 3Q26
Wiwynn Corporation said AI server shipments will overtake general-purpose server shipments in the third quarter of 2026, with the two expected to account for roughly half each, while...