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Thursday 7 May 2026
MetaAge posts 27% revenue increase as AI demand boosts server shipments
MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...
Thursday 7 May 2026
Commentary: The real AI war may be the models nobody sees

The global race in large AI models continues to intensify, with Chinese state-backed capital accelerating its push into the sector. According...

Thursday 7 May 2026
Inventec sees strong NB and server demand but warns of component-driven margin pressure
Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...
Thursday 7 May 2026
HTC reports steep April revenue decline as AI smart-glasses push expands overseas
HTC on May 6 released operating results showing consolidated revenue for April 2026 dropped to NT$151 million (US$4.81 million), down 54.64% from March, while cumulative revenue for...
Thursday 7 May 2026
Taiwan brings 16 firms to AI EXPO Korea to pitch full AI supply chain to South Korea
Taiwanese companies showcased end-to-end AI infrastructure and applications at AI EXPO Korea 2026, aiming to address South Korea's urgent demand for high-performance computing, data...
Thursday 7 May 2026
Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs
Flex has announced a strategic plan to spin off its Cloud and Power Infrastructure (CPI) segment into an independent, publicly-traded company, with the transaction expected to be completed...
Thursday 7 May 2026
Nvidia, AMD and Intel starve the PC market to feed the AI boom
The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.
Thursday 7 May 2026
China token prices rise while US hyperscalers flood AI infrastructure
Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue...
Thursday 7 May 2026
Anthropic raises Claude usage limits with SpaceX compute deal
Anthropic announced immediate increases to Claude service limits following a compute partnership with SpaceX that will deliver over 300 megawatts of new capacity within the month.
Thursday 7 May 2026
Arm shifts focus to high-value silicon to bypass mobile growth plateau
The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...
Thursday 7 May 2026
Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...
Thursday 7 May 2026
Taiwan component maker Fositek rides AI server cooling demand
Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...
Thursday 7 May 2026
Automakers face 2029 deadline to deploy quantum-resistant security systems
The opening of Taiwan's annual cybersecurity conference Cybersec 2026 has underscored a rapid global realignment in automotive cyber strategy, as major carmakers race to redefine security...
Thursday 7 May 2026
Supply chain walks pricing tightrope as AI demand lifts costs

The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into...

Thursday 7 May 2026
OpenAI, Anthropic chase AI consulting firms in new enterprise battle

The AI race is entering a new phase, and it may look far less like a pure software business than Silicon Valley once imagined.