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Thursday 6 August 2026
ByteDance's new "watch and listen" AI signals a broader Chinese push beyond chatbots
ByteDance's Seed research team has released SeedRealtime. This native audio-visual full-duplex large language model, the company says, marks the industry's first large-scale deployment...
Thursday 6 August 2026
Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
Thursday 6 August 2026
Google's AI leadership shake-up puts Gemini execution and research retention under pressure
Google is restructuring the leadership of its AI division at a moment when the company can least afford instability at the top of its research organization, with chief scientist Jeff...
Thursday 6 August 2026
Dark fiber essential for next-gen distributed AI centers

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand...

Thursday 6 August 2026
Chicony Power wins US communications customer as AI server products move toward production
Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs...
Thursday 6 August 2026
Adlink posts record second-quarter revenue on AI edge computing demand
Adlink reported record second-quarter 2026 revenue of NT$4.459 billion (approx. US$138 million), lifted by demand in AI edge computing and intelligent edge applications. The industrial...
Thursday 6 August 2026
Wistron reports strong first-half profit and expands AI capex in Taiwan and the US
Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...
Wednesday 5 August 2026
LG Electronics posts strong second quarter as new businesses drive growth
LG Electronics reported consolidated revenue of KRW23.83 trillion (US$16.7 billion) and operating profit of KRW1.58 trillion (US$1.1 billion) in the second quarter of 2026 as AI cooling,...
Wednesday 5 August 2026
Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks
Taiwan is moving from early-stage research into commercialization of next-generation communications technologies after the Executive Yuan approved a NT$27 billion (US$833 million)...
Wednesday 5 August 2026
Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure
Kioxia and Sandisk have introduced a next-generation QLC 3D flash memory technology that boosts storage density, bandwidth, and power efficiency, a development that could help global...
Wednesday 5 August 2026
Airoha optical comms revenue doubles as broadband lands CSPs
Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix...
Wednesday 5 August 2026
Analysis: Musk's empire closes in on China — from orbit to the factory floor

SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...

Wednesday 5 August 2026
Anthropic's scramble for compute is reshaping how AI labs finance their chips

Anthropic's US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd. is the latest sign that the Claude...

Wednesday 5 August 2026
From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence...
Wednesday 5 August 2026
Open weight models excluded from US frontier model review
Open weight models made by US companies are reportedly exempt from new guidelines by the US Trump administration overseeing the safety of new frontier models. The White House also...