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    Exclusive: US makers accelerate sodium battery plans as shared lithium-ion lines draw investment
    Aug 12, 17:52
    Nvidia's US$500B AI financing plan faces China-driven price war risk
    Aug 12, 17:52
    Lenovo Capital joins Niobium Optoelectronics financing for TFLN optical interconnects
    Aug 12, 17:52
    NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
    Thursday 13 August 2026
    India's L&T transfers data center and cloud business to Vyoma.AI for INR14 billion
    Larsen & Toubro (L&T) has agreed to transfer its data center and cloud services business to Vyoma.AI, a wholly owned subsidiary, for INR14 billion (approx. US$146.7 million)...
    Thursday 13 August 2026
    Taiwanese makers see humanoid robot supply-chain gains as technical hurdles linger

    The humanoid robot market is opening new AI supply-chain opportunities for Taiwanese manufacturers, while lifting broader robotics...

    Thursday 13 August 2026
    Anli-KY lifts July revenue on AI server and drone product shipments
    Anli International reported its first-half results on August 11 after announcing the previous day that increased shipments of AI server and drone-related products had pushed July consolidated...
    Thursday 13 August 2026
    Inventec posts record second-quarter profit as notebook margins narrow
    Inventec reported record net profit and earnings per share in 2Q26, even as gross margin declined and supply constraints intensified. The Taiwan-based electronics manufacturer said...
    Wednesday 12 August 2026
    OCP APAC 2026: Google says 48V hits wall as AI racks head toward megawatt scale
    Google used its keynote at the OCP APAC Summit in Taipei on August 11 to argue that the 48V power architecture widely used in data centers is running out of headroom as AI racks move...
    Wednesday 12 August 2026
    OCP APAC 2026: AMD sees AI agents pushing CPU-GPU ratio toward 1:1
    AMD expects the shift from chatbots to agentic AI to sharply increase CPU demand alongside GPU acceleration, potentially moving the traditional CPU-to-GPU ratio from roughly 1:4 toward...
    Wednesday 12 August 2026
    Nvidia reportedly planning trillion-parameter Nemotron 4 in open-source push

    Nvidia is intensifying its open-source strategy through its upcoming trillion-parameter model in the Nemotron 4 family, which is meant...

    Wednesday 12 August 2026
    OCP APAC 2026: Cloud AI's growth hits a new bottleneck— networking, not compute

    At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main...

    Wednesday 12 August 2026
    MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027
    The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...
    Wednesday 12 August 2026
    Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs
    Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9...
    Wednesday 12 August 2026
    OCP APAC 2026: Nvidia, Broadcom diverge on how to scale AI networks beyond the rack
    Nvidia and Broadcom outlined different paths for scaling AI networks at the OCP APAC Summit in Taipei on Aug. 11, as clusters expand from rack-scale systems to entire data centers...
    Wednesday 12 August 2026
    Supermicro defends margin outlook and order quality amid analyst scrutiny
    Supermicro executives fielded a wave of questions from Wall Street analysts following the company's fourth-quarter and full-year fiscal 2026 earnings report. Much of the discussion...
    Wednesday 12 August 2026
    CoreWeave accelerates power expansion as AI infrastructure demand surges
    CoreWeave reported second-quarter fiscal 2026 revenue of US$2.6 billion, up 112% year-over-year and 24% sequentially, and raised its full-year outlook as demand for its AI cloud infrastructure...
    Wednesday 12 August 2026
    IBM, Together AI plan large-scale Nvidia cluster on IBM Cloud

    IBM and Together AI have announced a collaboration to deploy a dedicated Nvidia-powered inference cluster on IBM Cloud, a move that...

    Wednesday 12 August 2026
    Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing
    Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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