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Friday 8 May 2026
Novatek raises margin outlook on stronger product mix and early shipments
Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...
Friday 8 May 2026
Inside Nvidia's high-stakes bet on next-generation AI cooling

One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture...

Friday 8 May 2026
Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing
The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...
Friday 8 May 2026
Compal partners with Verda to supply liquid-cooled GPU servers for sovereign AI deployments
Compal formed a strategic partnership with European AI cloud provider Verda to accelerate deployment of next-generation AI infrastructure across Europe and the Asia-Pacific region,...
Friday 8 May 2026
Shenmao rides the AI infrastructure boom to record revenue growth
Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia...
Friday 8 May 2026
Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march
Samsung Electronics remains one of the global capital market's major beneficiaries of the AI memory boom, with its market value briefly surpassing US$1 trillion in May. Yet another...
Friday 8 May 2026
Google launches Fitbit Air, a screenless tracker at $99 targeting mass-market wearables
Google has unveiled the Fitbit Air, a screenless wrist-worn health tracker positioned as the most affordable and lightweight device in the Fitbit lineup, available for pre-order at...
Friday 8 May 2026
AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy
Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while...
Friday 8 May 2026
Chenbro Micom sees strong second-half 2026 server demand as AI build-out continues
Chenbro Micom said demand driven by AI deployments remained clear for the second quarter and the second half of 2026 as the company accelerated localization of manufacturing and operations...
Friday 8 May 2026
Memory shortages choke AI storage orders, says Hitachi Vantara

AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising...

Friday 8 May 2026
Column: The sim-to-real problem—why robots that pass every test still fail on the floor
Simulators are robotics' most seductive shortcut. Spin up a virtual environment, generate millions of training trajectories at near-zero cost, tune the weather, reposition the obstacles,...
Thursday 7 May 2026
MediaTek opens AI R&D data center in Taiwan with Nvidia DGX SuperPOD
MediaTek announced the opening of a new research and development data center at the Tongluo Science Park in Miaoli, Taiwan, aimed at supporting growing demand for edge AI and cloud...
Thursday 7 May 2026
Gemtek sees no end to high-end optical demand, 1.6T mass production set for 4Q26
Network equipment maker Gemtek Technology, following the launch of its 800G linear-drive pluggable optics (LPO) optical module in 2025, announced on April 6 that it has successfully...
Thursday 7 May 2026
Meta seeks to challenge Google, Amazon, and TikTok Shop with consumer AI agents
Meta is reportedly developing AI agents for consumer use, including an agentic shopping tool for Instagram and an OpenClaw-like agent known within the company as "Hatch". The efforts...
Thursday 7 May 2026
SpaceX targets AI chip independence with US$119 billion Texas Terafab
Elon Musk is rapidly expanding his ambitions beyond rockets and electric vehicles (EVs), positioning SpaceX at the center of a vertically integrated artificial intelligence (AI) infrastructure...