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Jul 30

Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow

Meta Platforms delivered stronger-than-expected second-quarter revenue, but weaker earnings, shrinking free cash flow and a cautious third-quarter outlook intensified investor scrutiny of its rapidly expanding AI infrastructure budget.

Microsoft's AI buildout: 88 new data centers, broader model catalog, silicon gains

Jul 30

Commentary: How AMD and Anthropic plan to build an AI factory not dependent on CUDA

Jul 30

Qualcomm to supply compute chips for BMW's next-gen vehicles through 2030s

Jul 30

Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Jul 30

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SERVER, IPC, CLOUD COMPUTING, IOTams OSRAM's Micro LED links trade speed for scale in AI data centres

Jul 31, 08:00

ams OSRAM is developing Micro LED-based optical data links for AI data centres, positioning the technology as a high-density, scalable alternative to copper interconnects. To support adoption, the company has built a high-precision simulation platform that evaluates Micro LED optical links under real AI workloads.

AITAIONE foundation launches with NT$300 million to build Taiwan's open source AI push

Jul 31, 08:00

The TAIONE Open Source Foundation was officially launched on the 30th and said it will deploy NT$300 million in private-sector resources over the next three years to advance open-source AI engineering, talent development, sovereign AI, and enterprise adoption. The move was framed as a way to fill a gap in Taiwan's AI strategy as global competition shifts from chips and compute into models, toolchains, software ecosystems, and standards.

ICT MANUFACTURINGUS manufacturing push draws Taiwan suppliers; electronics investment up nearly 500%

Jul 31, 07:59

TSMC chairman C.C. Wei has announced an additional US$100 billion investment for building capacity in the US, on top of the company's existing US$165 billion investment in the country. The announcement has sparked widespread speculation, with some viewing the move as bowing to pressure from the US government, while others see it as a carefully weighted decision balancing customer demand in the US with Taiwan's national security concerns.

IT COMPONENTS, PERIPHERALSQualcomm, MediaTek set Sept flagship SoC showdown

Jul 31, 07:59

Qualcomm and MediaTek are preparing to unveil their latest 2nm flagship smartphone system-on-chip (SoC) platforms in September 2026, with both brands expected to launch standard and upgraded chips at the same time to meet different customer needs. Supply chain sources say the two chipmakers will no longer rely on a single product for flagship phones in 2026, but instead offer two separate specifications.

ICT MANUFACTURINGCoretronic drone unit shifts to four fronts amid procurement delay

Jul 31, 07:57

Coretronic said its robotics subsidiary, Coretronic Intelligent Robotics (CIRC), is focusing on four development priorities as a large domestic government drone procurement plan remains unapproved, leaving suppliers facing a demand gap. The company said the strategy is designed to reduce the impact of uncertainty over the government buying schedule on its drone business.

AICSCC develops SiC crucibles to strengthen Taiwan’s AI data center supply chain

Jul 31, 07:56

China Steel Corporation affiliate CSCC has developed 6N high-purity isotropic graphite blocks for 8-inch and 12-inch silicon carbide (SiC) crystal growth crucibles, aiming to reduce Taiwan manufacturers’ reliance on overseas suppliers. The effort comes as demand rises for 800V data center power management and power devices tied to AI infrastructure.

AIRoborock sees AI and niche features driving robot vacuum growth

Jul 31, 07:55

Roborock said the robot vacuum market still had room to expand as competition intensified across China, Europe, the US and Southeast Asia. The company outlined two main growth paths for the category as adoption rose and market penetration remained relatively low in many regions.

AIOpenAI's ChatGPT about to reach 1B weekly users as AI rivalry heats up

Jul 30

OpenAI's chatbot is about to reach a new milestone of 1 billion weekly users, according to internal company data. Although this target was intended to be hit by the end of 2025, it nevertheless remains among the fastest-growing online applications to hit that many users in the short time since the startup was founded.

ICT MANUFACTURINGAdvantest lifts fiscal 2026 forecast as AI chip test demand surges

Jul 30

Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test equipment tied to AI data centers strengthened, pushing results above market expectations. According to Bloomberg and Nikkei, the Japanese semiconductor equipment maker now expects operating profit to rise 70% in fiscal 2026, compared with a prior forecast of 26% and above the 42% average analyst estimate.

ICT MANUFACTURINGChina rejects 'overcapacity' claims in new policy paper, defends industrial strategy

Jul 30

China's Ministry of Commerce (MOFCOM) has released a policy paper rejecting allegations that the country's manufacturing sector suffers from "overcapacity," arguing that the concept has been misused to justify protectionist trade measures against Chinese exports. The document, published on July 28, 2026, outlines Beijing's position on industrial policy, trade balances and global supply chains.

AIMeta earnings series 2/2: Zuckerberg defends higher AI expenditure, outlines the path to returns

Jul 30

Meta Platforms' second-quarter results showed a widening gap between its fast-growing advertising business and the cost of building AI infrastructure. Free cash flow fell to US$784 million, while the company lifted the lower end of its 2026 capital expenditure forecast to US$130 billion.

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