As artificial intelligence moves from experimentation to full-scale production, companies are confronting the limits of GPU-only inference architectures. In response, Intel and SambaNova Systems on Monday unveiled a jointly engineered blueprint designed to address the next generation of AI workloads, while announcing a broader multi-year strategic collaboration.
The semiconductor industry is undergoing coordinated shifts that could reshape equipment flows, corporate financing, and supplier relationships in the AI era, according to DIGITIMES analyst Luke Lin.
Delta Electronics' record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling. Worldwide operators face pressure to adopt liquid cooling and higher-voltage DC power, affecting data center design, supplier strategies, and procurement across regions and markets.
Murata Manufacturing, a leading Japanese passive component manufacturer, announced that it has begun mass production of seven types of multilayer ceramic capacitors (MLCCs) for automotive applications, achieving the world's largest capacitance across various rated voltages and sizes.
As TSMC's entry into Kumamoto accelerates local industry, population, and tourism growth, Taiwanese smart mobility integrator Autopass announced on April 9, 2026, its plan to export integrated mobile and payment services to the Japanese market, starting with Kumamoto. The company aims to further expand across the entire Kyushu region.
Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant shipments of automotive products. However, the company expects revenues to rise monthly starting in the second quarter, driven by increased orders for AI servers, while maintaining its goal of double-digit growth for the full year.
Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence infrastructure. However, while the expansion remains robust, monthly data suggest a gradual moderation in growth momentum compared with the explosive acceleration seen in 2024 and early 2025.
At GITEX AI Asia, AdaniConneX CEO Jeyakumar Janakaraj said the company is building toward gigawatt-scale data center capacity in India, as demand for artificial intelligence infrastructure accelerates across the region.
Sharp's Poketomo launch in Taiwan illustrates how edge computing, combined with private cloud storage, is reshaping consumer AI devices, promising lower latency, enhanced privacy, and personalized, long-term interactions that could influence device strategies and regulatory expectations across markets and inform developer deployment choices worldwide.
Artificial intelligence is entering a capital-intensive phase, with industry executives warning that Asia's next generation of factories will be defined less by breakthroughs in algorithms than by constraints in energy, infrastructure, and capital allocation.
OpenAI has put its Stargate UK project on hold, citing high energy costs and regulatory uncertainty, in a setback for the UK's ambitions to position itself as a global artificial intelligence hub.
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