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Friday 17 April 2026
Google reportedly in talks with Pentagon over classified use of Gemini AI models
Google is in talks with the US Department of Defense that would allow the Pentagon to use the company's Gemini AI models for classified purposes, according to The Information. If the deal comes to fruition, it could represent a deepening of ties between Google and the Pentagon, which is seeking AI partners after its falling out with Anthropic in recent months.
Friday 17 April 2026
Aurotek launches three AI robots to boost Taiwan's smart automation market
Aurotek's unveiling of three new intelligent robots on April 16, developed with partner Pudu Robotics, signals broader options for global industries seeking automation. The system targets cleaning, inspection, and material handling, promising faster deployment, improved operational resilience, and potential labor-cost mitigation for manufacturers, logistics, and facility managers worldwide.
Friday 17 April 2026
OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity, according to a report by The Information. The deal represents an aggressive move by the ChatGPT creator to diversify its hardware supply chain and mitigate its reliance on Nvidia.

Friday 17 April 2026
Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers
Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production capability and supply‑chain control can translate surging AI demand into market share, influence capacity-location decisions, and strengthen bargaining power across international technology supply chains and investment strategies.
Friday 17 April 2026
Sivers and Jabil partner on 1.6T optics to tackle AI power demands
Sivers Semiconductors and Jabil have announced a collaboration to develop a 1.6T optical transceiver module aimed at addressing the growing energy demands of AI data center interconnects. As hyperscale operators face increasing power constraints, the partnership is positioned as a high-efficiency solution for next-generation infrastructure.
Friday 17 April 2026
CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity threatens notebook and industrial PC availability worldwide and may persist for some time until Intel's 18A process yields improve, industry sources warn.
Friday 17 April 2026
TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity
TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering the second quarter. Regarding tight capacity constraints, Chairman C.C. Wei stated that while capacity remains tight, the company is actively expanding new fabs to meet demand. However, he noted that building new facilities takes time, so supply will remain limited in the short term. Still, the company will continue efforts to increase capacity to support customer demand and will not deliberately select or favor any particular customer.
Friday 17 April 2026
Taiwan paves the way for stablecoin adoption as landmark law advances amid global trends
Taiwan is edging closer to a regulated stablecoin ecosystem, with policymakers signaling support for fiat-linked digital assets and advancing landmark legislation that could reshape the island's virtual asset industry.
Thursday 16 April 2026
Amazon cuts AI data center build time from 15 weeks to 3

Amazon is pushing to compress AI data center build times through an internal initiative known as Project Houdini, shifting construction from labor-intensive on-site assembly to factory-based modular production.

Wednesday 15 April 2026
Nscale redirects OpenAI's Stargate Norway capacity to Microsoft
Hyperscaler Nscale has agreed to rent data center capacity to Microsoft at its campus in Narvik, Norway. Located in the Arctic Circle, the site was previously intended for OpenAI as part of its Stargate initiative — a project that has also recently been put on hold in the UK.
Wednesday 15 April 2026
China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C
China's Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion, reflecting continued investment in AI infrastructure and cloud platforms.
Wednesday 15 April 2026
Southern Taiwan Science Park eyes US$94 billion on AI tailwinds
Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion (approx. US$94.13 billion) for 2025, up 34.26% from 2024. The figure fell just shy of the industry's original projection of NT$3 trillion, yet the park maintained its leading position among Taiwan's three major science parks.
Wednesday 15 April 2026
Cooling fan makers remain optimistic about 2026 operations
Record revenues and aggressive liquid-cooling rollouts at leading fan makers signal shifting global demand, with server and automotive needs underpinning growth while consumer-linked segments face supply-driven setbacks. The developments could reshape cooling supply chains worldwide, influence data center and EV thermal strategies, and affect component markets for PCs and gaming.
Wednesday 15 April 2026
Taiwan cooling suppliers post record March revenue as AI demand lifts liquid cooling

Taiwan's leading thermal solution providers reported record revenue in March 2026, as AI-driven demand extended into general-purpose servers and network switches, lifting overall shipments across the sector.

Wednesday 15 April 2026
Nanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth
Despite recent softening in the DRAM spot market, Nanya Technology president Pei-Ing Lee said DRAM prices will rise by the "tens of percentage points" in the second quarter of 2026 compared to the first quarter. He expects strong gross margins to continue through the end of the year amid robust demand that will remain unmet into 2027.
Wednesday 15 April 2026
Nvidia's RISC-V push shapes cloud AI's three-way architecture race
Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million, the move marks a significant endorsement for the RISC-V ecosystem, one that Nvidia has long supported through product development built on RISC-V architectures.
Wednesday 15 April 2026
AI shifts work from execution to judgment as agents move into production

Artificial intelligence (AI) agents are moving into real-world deployment across industries, automating routine workflows and pushing human roles toward oversight, judgment, and system design, speakers said at GITEX AI Asia.

Tuesday 14 April 2026
Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization
At the recently concluded GITEX AI Asia conference, executives from Nokia, AI chip innovator Blaize, and Indonesian telecom provider Datacomm discussed the evolution of AI infrastructure. In an exclusive interview with DIGITIMES, they highlighted that while training remains centralized in low-cost remote locations, inference architectures are rapidly shifting toward edge decentralization to enhance response times and data sovereignty.
Tuesday 14 April 2026
Microsoft plans Copilot overhaul with OpenClaw-like agentic features to win over enterprise clients
Microsoft is developing new OpenClaw-like features for its AI assistant Copilot, according to The Information. The updated tool would be targeted at enterprise customers as a safer version of the popular – but famously risky – OpenClaw agent that has shaken the AI industry in recent months.
Tuesday 14 April 2026
Winmate shifts to AI platform with defense and edge computing as dual engines
Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers and investors may see stronger order visibility, a diversified supply chain and volume growth from 2026 as edge AI shifts to integrated solutions.
Tuesday 14 April 2026
March 2026 revenue for ODM/EMS surged on back of AI server demand
Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond AI servers to general-purpose servers and network switches, signaling broad-based momentum across product lines.
Tuesday 14 April 2026
Asus exceeds expectations with 2x server revenue and growing notebook shipments
Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and AI server revenue have both exceeded market expectations.
Tuesday 14 April 2026
Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%
Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across key market segments.
Tuesday 14 April 2026
Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26
Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected in the fourth quarter of 2026, where "even money can't buy stock." To secure inventory amid this tight market, Phison has broken its no-debt tradition by launching a syndicated loan in March and plans to issue US$800 million in Euro-convertible bonds (ECB), targeting over NT$43 billion (US$1.4 billion) in total fundraising for 2026.
Monday 13 April 2026
Pegatron reports modest recovery as shipments pick up
Pegatron on April 10 reported March revenue of NT$83.97 billion (US$2.6 billion), rebounding more than 20% from February's low of NT$67.98 billion, as production normalized after a shorter working month.