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Thursday 2 April 2026
Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs
On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...
Thursday 2 April 2026
Chinese companies capture nearly 41% of domestic AI accelerator server market
China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...
Thursday 2 April 2026
Commentary: What's the real game behind Arm's chip venture?
Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...
Thursday 2 April 2026
The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era
The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to...
Thursday 2 April 2026
Starcloud bets on space-based computing with fresh funding
Starcloud, a company pursuing the idea of solar-powered data centers in orbit, said on March 30 that it had raised US$170 million in new funding, valuing the business at US$1.1 billion...
Wednesday 1 April 2026
Infineon's power semiconductor content per kW to hit US$150 as 800V systems mature
Infineon held its "We Power AI" event in Taipei this week, marking the second consecutive year the company has hosted a large-scale forum in Taiwan focused on power-related technologies...
Wednesday 1 April 2026
Geopolitical jitters shake markets as AI shores up Taiwan's economic future
As the US-Iran conflict continues, external concerns over its economic impact have intensified, and capital markets have recently experienced significant volatility. Chinese National...
Wednesday 1 April 2026
Foxconn advances AI supply chain localization, splitting work between US and Mexico
Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery...
Wednesday 1 April 2026
Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners
Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon,...
Wednesday 1 April 2026
Ennoconn backlog signals major North American revenue ramp from 2Q26
Ennoconn Technology reported sustained 2025 growth and a healthy backlog that could drive significant revenue in 2026, even after divesting its computer module subsidiary under Kontron...
Tuesday 31 March 2026
Machine tool makers eye 2026 recovery, mull price hikes amid war-driven cost pressures
After several years of decline, the machine tool industry is turning cautiously optimistic for 2026. However, geopolitical risks—particularly the US-Iran conflict—have...
Tuesday 31 March 2026
Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027
Elite Material (EMC), a leading Taiwanese copper-clad laminate (CCL) manufacturer, announced the completion of capacity expansions at its Huangshi and Zhongshan plants in China and...
Tuesday 31 March 2026
Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as...
Tuesday 31 March 2026
South Korea's ENERZAi partners with Advantech to expand global edge AI market
South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech...
Monday 30 March 2026
Advantech urges industry restructuring as physical AI faces vertical integration limits
Advantech vice president Magic Pao warned at AI EXPO 2026 that edge AI's imminent rapid exponential growth will reshape enterprise computing and safety worldwide. While cloud generative...