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Jul 28

Google TPU surge and Meta capacity push fuel CSP capex wave

AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge. Google has already said it will raise capex again in 2027, and industry watchers expect AWS and Microsoft to follow, keeping AI infrastructure momentum strong with more capital injections.

Squeezed by China, Taiwan ODMs pivot to AI for new growth

Jul 28

Anthropic CEO denies seeking open-weights ban, outlines national security priorities

Jul 28

Robot boom heats up as Taiwan chipmakers race to catch up

Jul 28

Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge

Jul 28

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AIIn-depth: why China's 2026 tech breakthroughs look like a generational harvest

Jul 29, 09:00

Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of breakthroughs.

AIOpenAI plans to test first hardware device in South Korea

Jul 29, 08:42

OpenAI's CEO Sam Altman has said that the company may use South Korea as a testbed for its first hardware device, widely believed to be a screenless speaker. However, it remains to be seen whether an ongoing court case brought on by Apple could influence the product's timeline.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwan detains Nvidia manager as AI server smuggling probe widens

Jul 29, 08:42

Taiwanese prosecutors have detained an Nvidia employee as part of a widening investigation into the alleged smuggling of advanced AI servers containing Nvidia chips into China, marking the first known case involving a current Nvidia staff member in the island's export-control enforcement campaign.

AIFrom Silicon Valley to Sicily: Samsung, SK chiefs take Korea's AI supply-chain pitch to Google Camp

Jul 29, 08:42

A high-level technology gathering in Sicily, reportedly to be attended by the leaders of two of South Korea's largest semiconductor groups, Samsung Electronics and SK Group, is drawing attention to their expanding roles across the AI infrastructure stack.

EDGE COMPUTINGADLINK expands robotics portfolio, targets 10% revenue share by 2028

Jul 29, 08:41

The rise of physical AI is shifting the robotics market from technical demonstrations towards real-world deployment and viable business models. ADLINK is positioning edge computing and control platforms at the center of its strategy, combining partnerships and investment resources to expand into robotics solutions ahead of many industrial PC suppliers.

SERVER, IPC, CLOUD COMPUTING, IOTCore Scientific and AMD joing forces to boost AI infrastructure

Jul 29, 08:40

Core Scientific and AMD have announced a significant partnership to boost AI infrastructure and address the growing demand for artificial intelligence technologies. Under the agreement, AMD will gain access to more than 500 MW of US data center capacity starting in 2027, with the potential to scale up to 2.5 GW.

AIAI, memory clients lock in long-term orders for Leading Technology

Jul 29, 08:35

Leading Technology, the IC substrate arm of PCB giant Zhen Ding Technology Group, is pressing ahead with plans for a Hong Kong listing as AI and memory customers sign long-term supply deals that tie up Ajinomoto Build-Up Film (ABF) and bismaleimide triazine (BT) substrate capacity through 2028.

AIChina rejects US AI model theft claims, says American firms distill Chinese models too

Jul 29, 08:34

China's Ministry of Commerce has rejected US allegations that Chinese artificial intelligence companies used model distillation to acquire capabilities from advanced US AI models, after American officials said they were considering investigations and possible sanctions over the alleged theft of US intellectual property.

AIEU leaders prepare first dedicated AI summit as tech sovereignty gains urgency

Jul 29, 08:30

The European Union is preparing to hold its first dedicated leaders' summit discussion on artificial intelligence before year-end, according to Politico. European Council President António Costa is planning to reserve one day at one of three meetings on Oct. 15, Nov. 13 or Dec. 17 for the agenda item, marking a rare standalone debate on digital technology at the bloc's highest political level.

ICT MANUFACTURINGNon-core parts makers delay Southeast Asia capex as China-US tensions ease

Jul 29, 08:28

Geopolitical tensions and the US-China trade war are pushing global supply chains to shift their priorities from efficiency toward resilience and security. But for non-core components makers, customers have not been as strict as expected on production-location requirements, giving companies room to slow or rethink planned moves into Southeast Asia.

AIPwC says AI, scale are driving a new global M&A phase

Jul 29, 08:28

PwC said on July 27 that global mergers and acquisitions are entering a new phase shaped by artificial intelligence, larger transactions, and capital reallocation. The firm expects global M&A deal value to reach US$4 trillion in 2026, up about 13% from the previous year, as money continues to move toward companies with scale advantages.

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