Amazon disclosed a US$496 billion AWS backlog growing at triple-digit rates in the second quarter, and CEO Andy Jassy used the call to lay out unusually specific unit economics defending the capital behind it.
When the agenda for this year's OCP APAC Summit landed, seasoned observers noticed something unusual. TSMC, Applied Materials, Advantest, and ASE are sharing the stage with Microsoft, Nvidia, and Google.
The Monte Jade Science and Technology Association of Taiwan (MJ Taiwan) elected Maverick Shih, chairman of Acer Cyber Security (ACSI), as its 13th chairman during the association's first board meeting of its new term on July 30.
Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion) in 2025, driven by growing demand from AI data centers and energy infrastructure projects.
US transportation authorities have allowed Amazon's Zoox to operate commercially on a limited basis, making it the first paid robotaxi service approved in the country. This follows efforts by Trump administration officials to relax certain rules in an effort to encourage development in autonomous driving technology.
Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself as the platform where customers can choose among many models. This shift could broaden its enterprise reach while reducing dependence on any one AI leader.
