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Thursday 30 April 2026
Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging
As Taiwan's energy transition enters a critical phase, the stability of power supply and the quality of renewable energy infrastructure have become key industry concerns. While numerous...
Thursday 30 April 2026
Meta's 1Q26 earnings redraw the AI hardware map
Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.
Thursday 30 April 2026
Unisplendour, H3C gain from AI buildout, monetization in focus

China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world...

Thursday 30 April 2026
Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
Thursday 30 April 2026
Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan
Corning Incorporated reported higher first-quarter 2026 core sales and earnings while outlining continued restructuring efforts across its operating model, including expanded platform-based...
Thursday 30 April 2026
SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry
SK Group chairman Chey Tae-won urged South Korea to pursue deep economic integration with Japan to gain strategic influence amid US-China tech tensions, arguing that a larger Korea-Japan...
Thursday 30 April 2026
LG Electronics and Nvidia to explore AI partnership in robotics, data centers, and mobility
South Korea's LG Electronics and US chipmaker Nvidia are exploring a potential partnership spanning robotics, AI data centers, and mobility, signaling how traditional hardware companies...
Thursday 30 April 2026
OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach
OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
Thursday 30 April 2026
Samsung Electronics' record chip profits signal strengthening AI memory supercycle
Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....
Thursday 30 April 2026
Amazon posts solid growth as AWS and AI investments drive momentum
ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...
Thursday 30 April 2026
AI drives power interconnect surge as BizLink and JPC target high-end markets
The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...
Thursday 30 April 2026
Realtek, Airoha target European and US networking infrastructure amid consumer slowdown
Although demand prospects for consumer applications remain relatively weak in 2026, major Taiwanese IC design companies focused on networking infrastructure chips — including...
Wednesday 29 April 2026
Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam,...
Wednesday 29 April 2026
Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure
Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...
Wednesday 29 April 2026
The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding...