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Saturday 30 May 2026
'Hardware is sexy again': Plug and Play CEO says AI boom has finally fulfilled his 2006 semiconductor dream
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication...
Friday 29 May 2026
Commentary: Five trends that stood out at Plug and Play's Silicon Valley May Summit
Three days at Plug and Play's Silicon Valley May summit left me with a clear takeaway: the technology industry is undergoing a structural shift, not just another hype cycle. Here are...
Friday 29 May 2026
Airoha deepens focus on networking and wireless edge AI
Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary...
Friday 29 May 2026
Quanta projects strong 2026 AI demand as it expands server and wearable production
Quanta said demand for artificial intelligence (AI) infrastructure would be very strong in 2026 as the company pushed deeper into servers and wearable devices, and that it was expanding...
Friday 29 May 2026
IBM targets AI-era trust with open source security, quantum computing bets
IBM and Red Hat are committing US$5 billion to Project Lightwell, a new enterprise security initiative designed to protect open source software supply chains as AI accelerates both...
Friday 29 May 2026
Delta Electronics looks to micro grids as auto slugs through EV slowdown
Delta Electronics is leaning on artificial intelligence demand to sustain growth while preparing for longer-term opportunities in micro grids and higher-end automotive systems, even...
Friday 29 May 2026
Wiwynn sees widening AI infrastructure bottlenecks beyond memory chips
Wiwynn Technology, a major server manufacturer for AI infrastructure, warned that shortages are emerging across a range of data-center components beyond memory, a shift that could...
Friday 29 May 2026
India's C2i Semiconductors tapes out AI power chip as investors back scaling of data center power technology
C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development...
Friday 29 May 2026
Foxconn tops 40% AI server share, CPO leadership in sight
Foxconn said its AI server business is scaling rapidly as global cloud spending rises and demand for computing infrastructure spreads worldwide. Chairman Young Liu said the company...
Friday 29 May 2026
Nvidia's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs
Nvidia's expanding recruitment activity in Vietnam signals a potential shift in the country's role within advanced AI infrastructure manufacturing, as Taiwanese server and EMS players...
Friday 29 May 2026
AWS lands US$6 billion Snowflake deal as AI shift brings CPUs into chip battleground
Amazon Web Services (AWS) won a US$6 billion AI infrastructure agreement with Snowflake, announcing expanded deployment of its in-house Graviton CPUs and AI compute capacity as cloud...
Friday 29 May 2026
Samsung begins shipment of HBM4E samples as AI memory competition intensifies
Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI...
Friday 29 May 2026
Dell's AI Factory strategy gains traction with enterprise and cloud customers
Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue...
Friday 29 May 2026
Ampower sees surging order backlog as it accelerates overseas micro grid push
Ampower reported that its order backlog exceeded NT$12 billion (US$382 million) as of the first quarter of 2026, driven by rising demand for semiconductor and AI data center critical...
Friday 29 May 2026
Morgan Stanley: Supply constraints to drive next phase of the AI boom
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of...