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Thursday 28 May 2026
Nvidia's Rubin CPX plans clouded as Groq gains bigger inference role
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the...
Thursday 28 May 2026
Chief Telecom sees AI demand pushing AIDC leasing past 50% and plans further expansion
Chief Telecom said AI computing demand drove stronger leasing interest in its artificial intelligence data center business, lifting 2025 results. The firm did not rule out another...
Wednesday 27 May 2026
Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners
Dreame Technology, a Chinese consumer electronics maker, has formed nearly 1,000 affiliated companies in its ecosystem since the end of 2024. This breakneck pace of expansion signals...
Wednesday 27 May 2026
IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity
IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services...
Wednesday 27 May 2026
ICP DAS expands semiconductor controller orders and accelerates TPU medical pivot, plans factory expansion
Industrial computer maker ICP DAS held an investor briefing on May 26 to outline a 2026 strategy focused on two main priorities: expanding semiconductor equipment controller operations...
Wednesday 27 May 2026
Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI-...
Wednesday 27 May 2026
Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem
Nvidia held an "employee town hall" on the morning of May 27 at the T17 and T18 sites in Beitou-Shilin Technology Park (BSTP), where CEO Jensen Huang met staff, gave away Dom Pérignon,...
Wednesday 27 May 2026
CSP capex surge fuels hot AI server demand and tight supply in 2026
The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
Wednesday 27 May 2026
Hiwin opens Italy HQ, bridging Europe to global markets
Taiwanese machinery component maker Hiwin has officially opened its new headquarters in Agrate Brianza for its Italian subsidiary, saying the site will serve as a key hub connecting...
Wednesday 27 May 2026
Dropbox co-founder Andrew Houston to step down as CEO, Ashraf Alkarmi named successor
Dropbox has announced a leadership transition: co-founder and CEO Andrew Houston will step down after 19 years. According to Reuters, Houston will share the responsibilities...
Wednesday 27 May 2026
China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters
SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for...
Wednesday 27 May 2026
Taiwan robotics supply chain posts strong 1Q26 gains on AI demand upcycle
Accelerating the adoption of smart manufacturing, AI-driven automation, and humanoid robot applications in 2026 is driving robust growth across Taiwan's robotics supply chain. Systems...
Wednesday 27 May 2026
AI infrastructure spending lifts Taiwan electronics sector outlook
Cloud providers' large-scale investments in AI infrastructure have strengthened demand for Taiwan's electronics supply chain, boosting optimism among local manufacturers, according...
Wednesday 27 May 2026
Covestro highlights material solutions for AI data centers and embodied intelligence at COMPUTEX 2026
Covestro showcased a portfolio of engineering plastics and thermoplastic polyurethane materials at COMPUTEX 2026 aimed at supporting AI computing, embodied intelligence, and networking...
Wednesday 27 May 2026
Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production
Aixtron has received multiple orders from Lumentum for its G10-AsP MOCVD systems, a move that could boost global production of indium phosphide (InP) lasers and detectors for 800G...