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May 4

Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain

Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens its position in global electronics production.

DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era

May 4

Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia

May 4

Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch

May 4

Foxconn shoots for the stars — and Starlink's playbook

May 4

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ICT MANUFACTURINGSignalPro positions itself as 'translator' to enter AI sensing sector, builds own AI data center as model refinery

May 5, 07:53

Amid the rapid advancement of generative AI and the simultaneous rise of autonomous vehicles and robotics, industry competition is shifting away from pure computing power and hardware scaling toward deeper control of "perception capabilities" and "real-world data."

SERVER, IPC, CLOUD COMPUTING, IOTIntel's revival runs on politics and promises — but supply bottlenecks tell a different story

May 5, 07:51

Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive into the fundamental facts, production bottlenecks, and competitive gaps behind Intel's surge during a recent podcast.

SERVER, IPC, CLOUD COMPUTING, IOTMalaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips

May 5, 07:47

As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia's most important data center hub. A DIGITIMES research report finds that Chinese cloud service providers (CSPs), including ByteDance and Alibaba, are accelerating their shift southward, using Malaysia's unique supply chain pathways to deploy high-end AI computing power locally, including Nvidia's B200 systems.

AI'Puzzle-style M&A': Meet the construction firm building an AI ecosystem, one acquisition at a time

May 5, 07:47

As AI reshapes industries from healthcare to finance, companies far beyond Silicon Valley are racing to stake their claim — and some of the most ambitious bets are coming from unexpected corners. Sun Yad Construction, a Taiwan-based firm best known for real estate development, is one of them.

ICT MANUFACTURINGMeta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift

May 4

Meta Platforms has acquired Assured Robot Intelligence (ARI), a startup focused on AI models for humanoid robots, marking another step in the company's broader push into physical-world artificial intelligence (AI).

SERVER, IPC, CLOUD COMPUTING, IOTAI's 1.6T shift turns InP into optical supply chain bottleneck

May 4

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

AIYageo's Pierre Chen says AI hardware boom is lifting passive component demand

May 4

Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory, but also for passive components, sensors, and power semiconductors.

AIWeekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset

May 4

Below are the most-read DIGITIMES Asia stories from the week of April 27-May 4, 2026:

PC, CEApple's cash pivot: A new CEO and strategy for the AI arms race

May 4

In a landmark shift coinciding with its second quarter of fiscal 2026 results, Apple has announced that it will no longer maintain its formal "net cash neutral" target. This financial pivot comes as the company prepares for a significant leadership transition: John Ternus, the current hardware engineering chief, will succeed Tim Cook as CEO on September 1, 2026.

IT COMPONENTS, PERIPHERALSRealtek sees PC revenue growth despite 2026 shipment decline

May 4

Realtek's projection of a sharp fall in full-year 2026 PC shipments amid tight memory supply signals wider device-market shifts: global brands are prioritizing mid- and high-end models and premium components, boosting demand for higher-content semiconductors as unit volumes fall, with implications for laptop pricing, vendor strategies, and component suppliers worldwide.

IT COMPONENTS, PERIPHERALSAsia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth

May 4

Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose 16% from a year earlier to NT$1.07 billion, while operating income increased 58% from the first quarter of 2025 to NT$482 million, marking record highs for all three for the same period.

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