Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....
ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...
The AI infrastructure race is no longer just about who builds the best model — it's about who controls the silicon beneath it. Google has spent more than a decade quietly constructing...
The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...
Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...
Taiwan President Lai Ching-te has pledged to transform Taiwan into an "AI island," with a key focus on developing an all-photonic network (APN). The National Science and Technology...
Chinese smart home appliance brands have swept across global consumer markets on the strength of youthful, innovative brand images. Analysts point to one defining trait: product iteration...
Although demand prospects for consumer applications remain relatively weak in 2026, major Taiwanese IC design companies focused on networking infrastructure chips — including...
Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam,...
Taiwan and Germany reported robust bilateral trade growth in the first quarter of 2026, signaling reinforced high-tech supply-chain ties with global implications for AI-driven manufacturing...
Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including...
Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...
