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Friday 29 May 2026
Nvidia's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs
Nvidia's expanding recruitment activity in Vietnam signals a potential shift in the country's role within advanced AI infrastructure manufacturing, as Taiwanese server and EMS players...
Friday 29 May 2026
Qualcomm bets on US$300 laptops as memory costs squeeze PC makers
Qualcomm Technologies is pushing its Windows-on-Arm strategy into lower-cost laptops with a new Snapdragon C platform, betting that PC makers squeezed by rising memory costs will look...
Friday 29 May 2026
AWS lands US$6 billion Snowflake deal as AI shift brings CPUs into chip battleground
Amazon Web Services (AWS) won a US$6 billion AI infrastructure agreement with Snowflake, announcing expanded deployment of its in-house Graviton CPUs and AI compute capacity as cloud...
Friday 29 May 2026
Dell posts record results and lifts full-year outlook on AI demand
Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...
Friday 29 May 2026
Dell's AI Factory strategy gains traction with enterprise and cloud customers
Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue...
Friday 29 May 2026
Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply...
Friday 29 May 2026
Shinkong Synthetic Fibers outlines AI and semiconductor growth plans amid market volatility
Shinkong Synthetic Fibers Corp. said at its May 28 shareholders meeting that it will pursue expansion in AI, semiconductor chemicals, and eco-friendly notebook materials as it navigates...
Friday 29 May 2026
Ampower sees surging order backlog as it accelerates overseas micro grid push
Ampower reported that its order backlog exceeded NT$12 billion (US$382 million) as of the first quarter of 2026, driven by rising demand for semiconductor and AI data center critical...
Friday 29 May 2026
Anthropic expands India leadership team as enterprise and startup AI adoption accelerates
Anthropic is expanding its leadership and operational presence in India as it scales adoption of its Claude AI models across startups and enterprises, appointing senior executives...
Friday 29 May 2026
Acer sees AI token economy extending Taiwan's PC supply-chain gains
Acer chairman Jason Chen said artificial intelligence (AI) is entering a new phase, shifting from early investment in energy and computing infrastructure toward token-based business...
Friday 29 May 2026
Column: Embodied reasoning brings robots closer to deeper thinking
Over the past year and a half, reasoning in large language models (LLMs) has become a mainstream capability, with measurable gains across programming, mathematics, law, and healthcare...
Friday 29 May 2026
Lenovo redesigns ThinkPad and shifts to services as component inflation squeezes PC market
Lenovo is pursuing a "dual-down" strategy to capture market share as rising memory prices and CPU shortages squeeze PC makers, shifting from hardware supplier to a technology solutions...
Thursday 28 May 2026
Iteq sees AI data center demand lift M7+ CCL shipments
Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications,...
Thursday 28 May 2026
FuriosaAI and Broadcom partner on AI inference platform for agentic computing era
South Korean AI chip startup FuriosaAI has announced a partnership with Broadcom to develop a next-generation AI inference platform aimed at large-scale agentic AI deployments, as...
Thursday 28 May 2026
US kicks off non-semiconductor tariff relief for Taiwan under investment MOU
The US has begun implementing non-semiconductor tariff relief under the Taiwan-US investment memorandum of understanding, a move that will lower duties on Taiwanese auto parts, wood...