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Monday 19 January 2026
Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands
The recent US-Taiwan tariff agreement has minimal effect on servers' original design manufacturers (ODMs), as server products were excluded from both previous reciprocal tariffs and...
Monday 19 January 2026
Glass fiber supply crunch hits AI hardware and Apple's 2026 devices
The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...
Monday 19 January 2026
Quanta rushing to hire and expand as AI server demand holds strong
Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...
Monday 19 January 2026
Apple-Google AI partnership could reshape voice assistant market, valuing up to US$5 billion
Apple and Google have entered an AI technology partnership reportedly worth as much as US$5 billion, according to industry sources cited by the Financial Times. Meanwhile,...
Monday 19 January 2026
Global power grids emerge as strategic choke points in AI and industrial competition race
The escalating global energy transition and intensifying industrial rivalry have elevated power infrastructure security to a national defense-level strategic concern, with a focus...
Monday 19 January 2026
Optics manufacturers strengthen ties with semiconductor firms in silicon photonics race, Asia Optical among targets
Industry speculation about collaboration between optics manufacturers and semiconductor companies to bolster their silicon photonics (SiPh) capabilities is gaining ground. Following...
Monday 19 January 2026
OpenAI taps Cerebras for US$10 billion AI chip buildout
OpenAI said it would partner with the artificial intelligence chip maker Cerebras to build 750 megawatts of ultra-low-latency AI computing capacity, a project that will come online...
Monday 19 January 2026
Wistron posts record 2025 revenue despite margin pressure from system assembly
Wistron posted a record-high consolidated revenue of NT$2.19 trillion (approx. US$67.63 billion) for full-year 2025, according to its unaudited financial results announced on January...
Monday 19 January 2026
India roundup: Acer bets on growing PC penetration
Acer and Lenovo are optimistic about India's consumer electronics sector as the global market slows due to rising memory prices.
Monday 19 January 2026
Advantest ATE lead times remain tight as AI and memory markets expand
As demand strengthens in markets such as GPUs and high-bandwidth memory (HBM), Japan-based Advantest said orders for semiconductor automated test equipment (ATE) remain stable, with...
Monday 19 January 2026
OpenAI and Cerebras reach US$10 billion agreement to reduce Nvidia dependence
OpenAI has reached a multi-year compute procurement agreement worth more than US$10 billion with AI chip startup Cerebras Systems, with the intention to enhance ChatGPT performance...
Monday 19 January 2026
NIST's PQC standards trigger global race to secure data before quantum attacks arrive
In August 2024, the US National Institute of Standards and Technology (NIST) finalized three Post-Quantum Cryptography (PQC) standards, known as FIPS 203, 204, and 205. These standards...
Monday 19 January 2026
Machine identities outnumber humans as AI reshapes cybersecurity landscape in Asia Pacific
As artificial intelligence integration accelerates within enterprises, the cybersecurity landscape is undergoing significant change, with machine identities now surpassing human users...
Monday 19 January 2026
OpenAI flags China's AI surge with geopolitical ripples
OpenAI has underscored the increasing complexity and unpredictability of the AI rivalry between the US and China, highlighting China's rapid progress through open-source, low-cost...
Monday 19 January 2026
Young Fast Optoelectronics to integrate vertically, expand into gaming assembly and electronic paper modules by 2026
Touch panel manufacturer Young Fast Optoelectronics, which has shifted focus toward electromechanical products in recent years, plans to vertically integrate its optoelectronics division...