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Thursday 12 November 2026
Intel China wants to turn untapped renewable energy into AI tokens with computing pods slated for 1H27
As demand for AI computing expands across industries and applications, chipmakers are seeking opportunities beyond conventional data centers, extending into enterprise deployments...
Thursday 12 November 2026
TSMC sees surging AI chip demand, highlights advanced packaging and physical AI opportunities
TSMC is facing unprecedented demand for its advanced chips as artificial intelligence (AI) infrastructure investment accelerates, with advanced packaging and emerging physical AI applications...
Thursday 12 November 2026
AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave
Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics...
Thursday 12 November 2026
TECO pivots to AI infrastructure services with Japan project
TECO Electric & Machinery is expanding into global AI computing infrastructure, announcing on the November 11 that it will partner with AI cloud service provider GMI Cloud and...
Thursday 12 November 2026
China's US$225 million space computing venture confronts cost of taking data centers into orbit

Zhongke Nebula has registered in Hefei with CNY1.5 billion (approx. US$225 million) in committed capital, bringing state-backed investors and domestic...

Wednesday 11 November 2026
Advantech's Korea business grows 67% in first three quarters, says incoming CEO
Advantech's South Korean business grew 67% in the first three quarters of 2026, as industrial equipment, networking and cloud infrastructure, and healthcare remained its largest local...
Wednesday 11 November 2026
AI demand drives record revenue for Altos through October
Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41...
Wednesday 11 November 2026
Tatung October revenue falls 8% year on year as Elitegroup shipments slip
Tatung Co. said its consolidated revenue fell 8.06% year on year to NT$3.392 billion (US$103.47 million) in October 2026, down 8% from September, as weaker shipments of some products...
Wednesday 11 November 2026
Inside Anthropic's blockbuster IPO: strategic tech alliances, massive compute commitments, and the dual realities of AI growth
Anthropic's landmark initial public offering (IPO) filing to list on the Nasdaq under the ticker symbol ANT represents a defining milestone for both the company and the entire artificial...
Wednesday 11 November 2026
Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub
Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand...
Wednesday 11 November 2026
Taiwan machinery exports rise for 21st month on AI demand, but US election adds uncertainty
Taiwan's machinery exports grew for a 21st consecutive month in October, led by electronic equipment on strong AI and semiconductor demand, according to the Taiwan Association of Machinery...
Wednesday 11 November 2026
Sercomm posts 3Q26 triple-margin gains, sees strong 4Q26 shipments
Sercomm Corporation reported record third-quarter revenue of NT$21.83 billion (US$665.92 million) on November 10, up 48% from a year earlier and 5.9% from the previous quarter. The...
Wednesday 11 November 2026
China's AI data center boom reveals a missing link
China's AI computing infrastructure is expanding rapidly, with local governments and state-backed investment platforms funding GPU purchases, server deployments, and data center construction...
Wednesday 11 November 2026
CoreWeave's faster AI capacity rollout lifts outlook as financing costs weigh
CoreWeave's latest results suggest that delivering AI computing capacity is beginning to improve operating performance, while the cost of financing that expansion continues to weigh...
Wednesday 11 November 2026
Quanta Computer vice chairman sees no slowdown in US AI infrastructure investment after midterms
Quanta Computer vice chairman C.C. Leung said on November 10, following the K.T. Li Award ceremony, that the US must continue expanding its investment in artificial intelligence (AI)...