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Monday 4 May 2026
Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia

Cerebras Systems is preparing to raise up to US$4 billion in an initial public offering, targeting a valuation of about US$40 billion,...

Monday 4 May 2026
Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch
Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up...
Monday 4 May 2026
Meta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift
Meta Platforms has acquired Assured Robot Intelligence (ARI), a startup focused on AI models for humanoid robots, marking another step in the company's broader push into physical-world...
Monday 4 May 2026
AI's 1.6T shift turns InP into optical supply chain bottleneck

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

Monday 4 May 2026
Yageo's Pierre Chen says AI hardware boom is lifting passive component demand

Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory,...

Monday 4 May 2026
Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset
Below are the most-read DIGITIMES Asia stories from the week of April 27-May 4, 2026:
Monday 4 May 2026
Apple's cash pivot: A new CEO and strategy for the AI arms race
In a landmark shift coinciding with its second quarter of fiscal 2026 results, Apple has announced that it will no longer maintain its formal "net cash neutral" target. This financial...
Monday 4 May 2026
Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth
Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose...
Monday 4 May 2026
MIT Technology Review outlines 10 key AI trends shaping the future
In the fast-moving and often noisy world of AI, what truly merits attention? MIT Technology Review has long tracked the field's evolution to map its next directions. Their...
Monday 4 May 2026
India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors,...

Sunday 3 May 2026
Silicon Motion posts record 1Q26 revenue driven by AI, new products to boost growth
Silicon Motion Technology reported a record quarterly revenue of US$342 million in the first quarter of 2026, up 23% from the previous quarter and soaring 105% year-over-year. The...
Sunday 3 May 2026
Taiwan supplier JPC takes No. 2 spot in Nvidia Vera Rubin power cable certification
As artificial intelligence (AI) continues to drive power demands, investment in power-related sectors has become a key focus for component suppliers. Connector and cable supplier JPC...
Saturday 2 May 2026
OpenAI reworks Stargate data center strategy as site plans change

OpenAI is reworking its US$500 billion Stargate initiative, shifting from a fixed data center joint venture toward a more flexible strategy...

Saturday 2 May 2026
NSTC forms task force to lead Taiwan's multimodal AI foundation model development
Amid the flourishing commercial generative AI landscape dominated by large-parameter language models, Taiwan's National Science and Technology Council (NSTC) has reversed earlier doubts...
Saturday 2 May 2026
Lite-On profit rises on surge in AI-driven cloud demand

Lite-On Technology reported first-quarter revenue of NT$43.4 billion (approx. US$1.35 billion), up 19% from a year earlier, as surging...