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May 12

Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck

As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor engineering and ASIC services provider and toward a more product-oriented hybrid model centered on intelligent power and proprietary semiconductor products.

SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain

May 12

Samsung labor dispute rattles global supply chain

May 12

OpenAI launches US$4 billion deployment venture to accelerate enterprise AI adoption

May 12

Commentary: Musk's xAI exit shows Anthropic's AI strength

May 12

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AIGoogle launches Googlebook, a new AI-native laptop category built around Gemini

May 13, 10:49

Google on May 12 unveiled Googlebook, a new line of laptops it describes as the first designed from the ground up for AI, merging Android's app ecosystem with ChromeOS's browser capabilities and centering Gemini as the core intelligence layer.

AIChina CPU vendors seize AI inference surge as Intel, AMD supplies tighten

May 13, 10:35

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.

AISMIC lands nearly US$6bn mega deal to deepen China AI push

May 13, 10:29

China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of its most profitable wafer fabs, while surging domestic AI infrastructure spending is rapidly reshaping the company's long-term outlook.

AITaiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem

May 13, 10:18

Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging houses led the advance, while silicon wafer suppliers and a handful of fabless names faced ongoing headwinds.

AITaiwan to set up US industrial parks as bilateral ties deepen

May 13, 09:30

The US may soon see Taiwan-style industrial parks, according to officials and industry representatives who recently visited the country to attend a trade summit. The development could see companies in Taiwan's chip ecosystem establish a presence at US locations near TSMC's facilities.

AIFoxconn research arm, Quobly launch open-source QPE toolbox for fault-tolerant quantum computing

May 13, 09:19

French silicon-based quantum computing pioneer Quobly and Hon Hai Research Institute (HHRI) on Tuesday announced the release of a jointly developed open-source numerical toolbox designed for Quantum Phase Estimation (QPE), a foundational algorithm for fault-tolerant quantum computing with critical applications in quantum chemistry and materials science.

ICT MANUFACTURINGGLT shifts to auto and medical markets as display revenue drops to 1%

May 13, 07:59

Global Lighting Technologies (GLT) has moved away from its traditional display business and is now focusing on optical microstructures for automotive, wearables, and biomedical applications, with display revenue accounting for just 1% in the first quarter of 2026. Chairman Man-Shiang Lee said the company has expanded its core technology into new fields and will reposition itself around optical microstructures in 2026.

ICT MANUFACTURINGTaiwan machinery exports rise for 15th month on AI and semiconductor demand

May 13, 07:56

Taiwan's machinery exports expanded for the 15th consecutive month in April 2026, as sustained demand for AI infrastructure and semiconductors lifted shipments of electronic equipment as well as inspection and metrology tools, the Taiwan Association of Machinery Industry said. The association reported a 16.9% year-on-year increase in April machinery exports and an 18% rise in cumulative exports for January–April 2026.

AIMoore Threads builds China-made embodied AI stack with Lightwheel.ai

May 13, 07:55

Moore Threads has entered a strategic partnership with Lightwheel Intelligent (Beijing) Technology (Lightwheel.ai) to jointly develop a domestic simulation and synthetic data infrastructure platform for embodied AI, highlighting China's broader push to reduce reliance on foreign AI computing and robotics software ecosystems.

SERVER, IPC, CLOUD COMPUTING, IOTAI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

May 13, 07:55

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong momentum for GUC while rivals Faraday and Alchip face a slower start to the year.

ICT MANUFACTURINGFoxconn breach underscores rising cybersecurity threats facing Apple suppliers

May 13, 07:53

Hon Hai Precision Industry, also known as Foxconn, said some of its facilities in North America were hit by a cyberattack, according to a corporate filing released on Monday.

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