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Thursday 16 July 2026
AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story
Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...
Thursday 16 July 2026
Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June
Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...
Thursday 16 July 2026
Groups urge EU interim measures against Broadcom amid VMware antitrust case

A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations...

Thursday 16 July 2026
Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill

Nvidia co-founder and chief executive Jensen Huang used a developer event in Tokyo on July 15 to reject reports that manufacturing...

Thursday 16 July 2026
Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure
Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind...
Thursday 16 July 2026
Nvidia doubles down on the land of the rising GPU, wiring Blackwell into Japan's science, banks, factories and cars

Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed...

Thursday 16 July 2026
Memory and CPU supply gaps threaten server shipments in 3Q26
Component shortages that began with PCs and smartphones are now spreading to servers. Inventec, a leading server motherboard maker, said supply gaps will continue widening from the...
Thursday 16 July 2026
Foxconn deepens humanoid robotics bet with US$9 million stake in Agility-linked SPAC
Foxconn's latest investment in a US special-purpose acquisition company linked to humanoid robot developer Agility Robotics underscores how the global race in AI-driven automation...
Wednesday 15 July 2026
AI server tracker: Power and thermal suppliers lead June revenue growth

Taiwan's AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard...

Wednesday 15 July 2026
LimX Dynamics raises US$200B in fundraising round as it prepares for public listing
LimX Dynamics Technology, a general-purpose humanoid robot and embodied AI company, has announced the completion of its pre-IPO round of financing, raising nearly US$200 million. The...
Wednesday 15 July 2026
Taiwan and Japan expand all-photonic network ties for AI and research
Taiwan and Japan are expanding deployment of the IOWN all-photonic network to improve research connectivity and provide backup AI computing capacity. The effort comes as Taiwan promotes...
Wednesday 15 July 2026
Japan ramps up AI and quantum investment to strengthen technology leadership
Japan's new growth strategy could ripple well beyond its borders as it channels public investment into AI, quantum technologies, and advanced networks that align with priorities already...
Wednesday 15 July 2026
IBM issues rare mid-quarter warning as AI-driven memory shortage shifts enterprise spending away from software
A rare mid-quarter warning from IBM triggered the sharpest single-day decline in the company's 115-year history on Tuesday, and the reasons chief executive Arvind Krishna gave point...
Wednesday 15 July 2026
Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates
Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence...
Wednesday 15 July 2026
QBit Semiconductor June revenue hits record as SoC and ASIC demand rises
QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a...