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Wednesday 12 August 2026
Power, not GPUs, is now AI data centers' real bottleneck: Wistron CTO

Surging demand for AI computing is accelerating server and data center infrastructure deployment. Speaking at Delta Electronics' Sustainable...

Wednesday 12 August 2026
As renewables overtake coal, microgrids become AI's next frontier

AI-driven power demand is surging, and Delta Electronics Chairman Ping Cheng said microgrids and energy resilience are becoming the...

Wednesday 12 August 2026
Taiwan ranks fifth globally for cyber threats, with semiconductors and finance prime targets

As companies accelerate the adoption of AI agents to reshape business processes, attackers are using the same technology to increase the...

Wednesday 12 August 2026
AI demand lifts Taiwan software firms as Galaxy, M-Power, Systex post gains
Several Taiwanese software companies reported stronger results in 2026, with generative AI and AI agents supporting rather than disrupting their businesses. Galaxy Software Services,...
Tuesday 11 August 2026
EOC turns profitable in 1H26 as optical communications demand rebounds
East Tender Optoelectronics (EOC) reported a swing to profit in the first half of 2026, driven by an improved product mix, better capacity utilization, and a rebound in optical communications...
Tuesday 11 August 2026
Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

Chiao Yu-Heng, chairman of Walsin Technology, said the passive component market has improved sharply, with some parts even in short...

Tuesday 11 August 2026
Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute
Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft...
Tuesday 11 August 2026
Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Tuesday 11 August 2026
Nvidia taps Wall Street for US$500B AI infrastructure financing network

Nvidia is teaming up with six of the world's largest investment and financial groups to mobilize more than US$500 billion in third-party...

Tuesday 11 August 2026
Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power

Anthropic PBC has agreed to pay US$9.1 billion over 20 years for computing capacity from Riot Platforms Inc., a Bitcoin miner turned...

Tuesday 11 August 2026
Column: The everyday philosophy of supply chain resilience
When people talk about responding to supply chain shocks, the instinct is often to stockpile inventory or build backup production lines. However, after visiting Inner Mongolia Shuangjie...
Tuesday 11 August 2026
Interview: Nvidia says networking is the core of AI computing as AI factories scale

Global AI computing is rapidly moving beyond single-GPU systems toward AI Factory architectures, where agentic AI and inference workloads...

Tuesday 11 August 2026
China's tightening visa curbs test India's electronics manufacturing ambitions

Beijing's decision to sharply cut approval rates for Indian business travelers is exposing a structural weakness in India's push to...

Tuesday 11 August 2026
Global supply chains buckle as helium shortages and China's price edge hit Taiwan

Global supply chains are facing a fresh squeeze as helium shipments, electronic components, and industrial raw materials are hit by...

Tuesday 11 August 2026
Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady
Y.S. Tech reported first-half 2026 results on the back of steady shipments of high-performance computing orders and automotive cooling fans. The Taiwan-based maker said consolidated...