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    Airbus sees profit nearly double by 2029 as production capacity rises
    8h 25min ago
    Google raised capex outlook as compute demand stayed tight, boosting Foxconn
    8h 25min ago
    Xi'an Eswin Materials tops 1 million 12-inch wafer sales and output per month
    8h 25min ago
    Rapidus builds a full semiconductor ecosystem in Hokkaido
    8h 25min ago
    TSMC’s Arizona expansion moved past its initial hurdles as fabs and packaging ramped up
    8h 25min ago
    Rising DRAM prices squeeze EV supply chains as Chinese automakers face cost pressure
    8h 43min ago
    NEWS TAGGED DEMAND
    Thursday 23 July 2026
    IBM trims revenue outlook as hardware demand reshapes client spending

    IBM lowered its full-year revenue growth target after a second-quarter miss, saying clients shifted spending toward scarce hardware...

    Thursday 23 July 2026
    Sino-American Silicon Products, United Renewable Energy launch US solar module venture
    Sino-American Silicon Products (SAS) and United Renewable Energy (URECO) announced that they will jointly invest in establishing a solar module manufacturing company in the US, with...
    Thursday 23 July 2026
    STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%
    STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...
    Thursday 23 July 2026
    Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
    The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...
    Thursday 23 July 2026
    Texas Instruments sees China EV surge and rising analog prices as upcycle broadens

    Texas Instruments' second quarter of 2026 results landed Wednesday with two signals worth parsing beyond the headline numbers: an automotive...

    Thursday 23 July 2026
    Foxconn's Vietnam arm moves into EV charging equipment
    Fulian Precision Technology Component, a Vietnamese subsidiary of Taiwan's Foxconn Industrial Internet (FII), has added electric-vehicle charging equipment to its registered business...
    Thursday 23 July 2026
    Google bets bigger on AI infrastructure as demand signals grow stronger across the board
    Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...
    Thursday 23 July 2026
    Samsung unveils new foldables and smartwatches to sharpen health and sports focus
    Samsung Electronics on July 22 introduced new Galaxy Z foldable phones and two smartwatches aimed at distinct users, underscoring how global demand is pushing wearables toward clearer...
    Thursday 23 July 2026
    Commentary: Intel must show real AI orders to prove its turnaround
    Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...
    Thursday 23 July 2026
    Wistron executives say AI demand is still far from a bubble
    Artificial intelligence (AI) may worry investors in global markets, but Wistron executives said the technology's rapid adoption suggests the opposite. They argued that strong enterprise...
    Thursday 23 July 2026
    Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters
    Texas Instruments delivered a second-quarter 2026 result that topped Wall Street expectations and, more importantly for the industry, signaled that the analog chip cycle is turning...
    Thursday 23 July 2026
    Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity
    Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable...
    Thursday 23 July 2026
    ASEAN AI data center power demand seen at 6-7GW
    ASEAN countries have become a battleground for global cloud service providers and infrastructure developers. After visiting the Johor-Singapore Special Economic Zone (JS-SEZ) in mid-2025,...
    Thursday 23 July 2026
    Jensen Huang says Nvidia and Wistron are mass-producing AI servers like phones
    Nvidia CEO Jensen Huang said the company is working with Wistron to mass-produce GB300 AI servers like phones as AI spreads across industries and demand surges. He made the remarks...
    Thursday 23 July 2026
    Laser source outsourcing pushes back CPO rollout
    While the commercialization timeline for co-packaged optics (CPO) has not accelerated as expected from the AI data center-driven demand for high-speed transmission, industry players...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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