Asus has turned cautious on the 2027 PC market, forecasting a 10–15% full-year decline as memory prices surge, end-user demand cools, and global regulation of data-center construction...
Asus posted record brand consolidated revenue of NT$258.788 billion (US$7.86 billion) in the third quarter of 2026, up 7% quarter-on-quarter and 36% year-on-year, as AI server shipments...
The loophole that lets Chinese AI developers rent Nvidia chips in overseas data centers is becoming the main target of a tougher US export-control push. Democrats swept both chambers...
Nvidia's product pipeline is locked in for the next two years, analysts say, but Jensen Huang's resignation calls into question the annual upgrade cadence he personally drove and exposes...
Compal Electronics will transfer the research and development and sales operations of its server-related Infrastructure Solutions Business Group (ISBG) to its wholly owned subsidiary...
Jensen Huang's departure from Nvidia has given AMD, Broadcom, and in-house chip programs at the largest cloud providers their clearest opening in years, analysts say. They expect existing...
Jensen Huang's resignation removes the executive who turned Nvidia's balance sheet into a funding source for the AI buildout, raising questions about whether the company will keep...
By handing the top job to its chief financial officer rather than an engineer, Nvidia's board has signaled that its priority after Jensen Huang's abrupt exit is to steady investors,...
Jensen Huang's resignation is expected to have short-term effects on Taiwan's server suppliers, which are developing Nvidia's Vera Rubin and Feynman platforms. However, suppliers say...
Pegatron's third-quarter operating profit jumped 149.7% from a year earlier to NT$8.04 billion (approx. US$244 million), as stronger server and smartphone shipments lifted revenue...
Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company...
Pegatron said at its November 12 earnings briefing that 2026 would mark its first year of server shipments, with the business expected to contribute about 10% of consolidated revenue...
Foxconn reported third-quarter 2026 revenue of more than NT$3 trillion (US$91 billion) and raised its full-year outlook, while taking a "cautiously optimistic" view of 2027 and forecasting...
Naver said on November 12 it had signed a KRW2 trillion (approx. US$1.5 billion) AI computing services contract with a US-based AI inference company, securing its first major customer...
SoftBank Group (SBG) has denied SpaceX CEO Elon Musk's claim on X that the company defaulted after ordering turbines, while saying its AI infrastructure plans remain on track. However,...
