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Monday 13 July 2026
Trio revenue rises on AI server battery backup demand in June
Trio Technology said June 2026 revenue rebounded on stronger stocking demand for battery backup units used in AI servers, even as the broader second quarter remained pressured by tight...
Monday 13 July 2026
Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs
GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory...
Monday 13 July 2026
Column: Steel industry shifts from capacity to performance

As infrastructure upgrades, rail decarbonization, and the reshaping of critical materials supply chains accelerate, the steel industry...

Sunday 12 July 2026
Infinitix signs Sarawak AI pact to expand Southeast Asia cloud services
Taiwan-based AI infrastructure software provider Infinitix signed a memorandum of understanding with Sarawak Information Systems Sdn. Bhd. (SAINS) to jointly promote AI infrastructure,...
Saturday 11 July 2026
Cisco says agentic AI will triple enterprise network traffic within three years

Agentic AI is putting new pressure on enterprise networks and cybersecurity infrastructure as companies accelerate internal deployment,...

Friday 10 July 2026
Wolfspeed challenges Navitas over GaN and SiC patent boundaries

Wolfspeed's patent lawsuit against Navitas Semiconductor has opened a new front in the wide-bandgap power chip race, extending the legal...

Friday 10 July 2026
Meta readies Iris chip, locks in supply for push to 14 gigawatts
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...
Friday 10 July 2026
King Slide leans on R&D, automation, and global expansion to defend margins
King Slide Technology is betting that global customers will value engineering depth, manufacturing reliability, and supply-chain resilience more than low prices. The Taiwanese component...
Thursday 9 July 2026
Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27
Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June...
Thursday 9 July 2026
Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates
Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported...
Thursday 9 July 2026
Rebellions' IPO plan tests market appetite for inference chips
South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from...
Thursday 9 July 2026
Planet Technology reports June revenue growth as it expands cybersecurity lineup
Planet Technology's latest sales update points to continued demand in networking hardware, cybersecurity, and AI-ready infrastructure, themes with implications for banks, factories,...
Thursday 9 July 2026
SK Hynix targets AI infrastructure role with Nasdaq ADR listing

SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq,...

Thursday 9 July 2026
Nvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration
Nvidia is increasingly embracing partnerships with emerging AI chip developers, signaling a broader shift from competing solely on hardware to enabling heterogeneous AI infrastructure,...