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Feb 26

DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions

DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with long-standing industry practice, according to two sources familiar with the matter.

Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure

Feb 26

Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits

Feb 26

As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Feb 26

Nvidia says space data centers are feasible but uneconomic for now

Feb 26

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AITaiwan Mobile highlights trends toward 'AI Native' workflows, Open APIs at MWC 2026

Mar 2, 16:27

The 2026 Mobile World Congress (MWC) is taking place from March 2-5 in Barcelona, Spain, focusing this year on how AI and smart connectivity are driving industry upgrade momentum in "The IQ Era." Taiwan Mobile's delegation to MWC 2026 will be headed by company president Jamie Lin, accompanied for the first time by chief information officer Rock Tsai, who points to the increasingly cloud-based and software-driven nature of both core networks and network management as the global telecom industry advances in integrating AI.

SERVER, IPC, CLOUD COMPUTING, IOTMiddle East escalation disrupts AWS data center, Apple retail, and Robotaxi services

Mar 2, 16:15

US and Israeli airstrikes on Iran triggered retaliatory missile attacks on US bases in Bahrain and Qatar, with spillover disruptions hitting cloud infrastructure, logistics hubs, and commercial operations across the Middle East.

SERVER, IPC, CLOUD COMPUTING, IOTAMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute

Mar 2, 16:07

AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say establishes AMD as the primary alternative to Nvidia in large-scale AI infrastructure.

SERVER, IPC, CLOUD COMPUTING, IOTMemory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

Mar 2, 16:03

Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected by long-term pricing agreements, but price growth accelerated sharply after the 2026 Lunar New Year. Customer demand remains unchanged. Higher memory costs will pressure ODM gross margins, while final profit and earnings per share (EPS) are expected to remain stable.

AITrade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure

Mar 2, 16:00

As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite mounting geopolitical pressures. For the fiscal year, the company posted more than US$120 billion in profit with a gross margin of 71.1%, underscoring the extraordinary profitability of AI infrastructure even as export controls and trade tensions intensified during the first year of US President Donald Trump's administration.

AIMilitary AI ethics conflict persists as Pentagon cuts ties with Anthropic, OpenAI secures classified AI deal

Mar 2, 15:59

A high-stakes dispute between the US Department of War and AI company Anthropic has reshaped the emerging market for military AI, ending a major government partnership and clearing the way for rival OpenAI to step into classified defense deployments.

ICT MANUFACTURINGNvidia confirms liquid cooling as standard, boosting supply chain revenue outlook

Mar 2, 15:53

Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid cooling paired with the GB architecture has officially become a standard feature. Nvidia stressed that liquid cooling no longer poses a shipment bottleneck, dispelling earlier industry concerns sparked by CEO Jensen Huang's CES remarks.

ICT MANUFACTURINGIndonesia's nickel cut likely to ease Chinese stainless steel price pressure, Walsin says

Mar 2, 15:52

The Indonesian government's move to cut nickel ore production from 2026 is expected to tighten raw material supply and weaken low-price competition from Chinese steelmakers, Walsin Lihwa said, adding that its Indonesian plant shipments remain unaffected.

SERVER, IPC, CLOUD COMPUTING, IOTAnalysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact

Mar 2, 15:51

AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks to narrow the gap with rival Nvidia.

IT COMPONENTS, PERIPHERALSHuawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia

Mar 2, 15:47

Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its most advanced AI supercomputer and positioning it directly against Nvidia's AI data center systems.

SERVER, IPC, CLOUD COMPUTING, IOTHiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades

Mar 2, 15:36

Hiwin Technologies has spent more than a decade building direct manufacturing and service capacity in South Korea, evolving from component sales to integrated mechatronic solutions and becoming a preferred supplier as semiconductor upgrades and AI-related investment accelerate.

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