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Thursday 30 July 2026
Microsoft's AI buildout: 88 new data centers, broader model catalog, silicon gains

Microsoft CEO Satya Nadella laid out how the company is scaling its AI infrastructure and platform to keep pace with demand. He outlined...

Thursday 30 July 2026
Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Microsoft reported stronger-than-expected fiscal fourth-quarter results, driven by accelerating Azure cloud growth and rising adoption...

Thursday 30 July 2026
Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and...

Thursday 30 July 2026
Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth
Meta Platforms reported strong second-quarter revenue growth driven by its Family of Apps business, but lower profit and a higher spending outlook highlighted the mounting costs of...
Thursday 30 July 2026
Research Insight: German automakers shift strategy as AI powers next-gen cars

Global automakers are facing slower market growth, the rapid rise of Chinese carmakers, and sustained EV investment, with Volkswagen,...

Thursday 30 July 2026
AMD's Helios gains ground in challenge to Nvidia's CUDA
AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...
Thursday 30 July 2026
Kinko says Taiwan optics can cut AR glasses weight and cost for mainstream adoption
AR smart glasses are shaping up as the next revolutionary device after PCs, smartphones, and smartwatches, but the global optics supply chain still faces a major hurdle: making them...
Thursday 30 July 2026
Nvidia invests US$1B in Naver's sovereign AI push
Nvidia plans to invest in South Korean internet and cloud giant Naver through a US$1 billion third-party share issue for about a 4.5% stake, a move that could make it Naver's third-largest...
Thursday 30 July 2026
Less hardware, smarter AI: how a Taiwan startup is making smart glasses weightless

A Taiwan startup says it has found a way to hide advanced eye-tracking technology inside what looks like an ordinary pair of glasses...

Wednesday 29 July 2026
Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity
Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The...
Wednesday 29 July 2026
Nvidia's Jensen Huang warns US officials about banning Chinese open-weight models

Nvidia CEO Jensen Huang once again voiced his support for open-weight and open-source AI, a form of model that has caught official...

Wednesday 29 July 2026
NXP finds new AI data center role beyond GPUs

NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time...

Wednesday 29 July 2026
TDK and LG Innotek form partnership on physical AI sensors
TDK and LG Innotek are joining forces to develop sensors for Physical AI, a move that could shape future robotics and automation products used worldwide. The collaboration combines...
Wednesday 29 July 2026
Compal launches Employee Stock Ownership Trust to boost talent retention
Compal Electronics announced it officially launched its Welfare Employee Stock Ownership Trust (ESOT) plan in July 2026 to deepen its talent strategy amid intensifying global competition...
Wednesday 29 July 2026
AI shift to inference boosts CPU server demand across the supply chain
The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...