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Jul 31

AWS backlog reaches US$496 billion; Amazon to double power capacity by end-2027

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.

Analysis: The AI buildout stopped being a demand story

Jul 31

US CSP leaders keep capex growth as AI monetization deepens

Jul 31

Jensen Huang's open-source push signals a fight over who controls the AI market

Jul 31

Anthropic discloses AI testing breach days after OpenAI incident, raising scrutiny of autonomous agents

Jul 31

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ICT MANUFACTURINGMediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027

Aug 1, 09:45

MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for cloud ASICs will reach US$80 billion in 2027, while lifting the company's target market share to 15-20%.

PC, CERealtek, Elan, and Parade set the tone for PC chip demand

Aug 1, 08:41

As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings this week to outline market conditions for the traditional peak season. Because the three companies hold key positions in the PC chip market, their comments are being watched as a barometer for PC chip demand in the second half of the year.

AISilicon Motion posts record Q2 revenue and 2026 sales growth over 100%

Aug 1, 08:41

NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and margins also hit new highs. The company said third-quarter revenue will rise another 15% to 20% sequentially, and full-year 2026 revenue is set to reach a new record, with growth of more than 100% year-on-year.

PC, CEHuawei's Kirin X90 Plus and XE90 power its lightest laptop and next foldable PC

Aug 1, 08:40

Huawei has introduced two PC processors, the Kirin X90 Plus and Kirin XE90, alongside new HarmonyOS laptops designed to extend its in-house chip strategy across high-performance and ultra-light computing.

SERVER, IPC, CLOUD COMPUTING, IOTAt OCP's Taiwan summit, servers take a back seat to optics and advanced packaging

Aug 1, 01:57

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.

IT COMPONENTS, PERIPHERALSLite-On expands InP optical push with US$34.3 million stake in Singapore's DenseLight

Aug 1, 00:35

Lite-On Technology is extending its optical core competencies into system-level optical communications for AI data centers, announcing a US$34.3 million investment for a 21% stake in Singapore-based indium phosphide (InP) optical component maker DenseLight Photonics, along with a seat on its board.

AIMJ Taiwan names Maverick Shih chair, prioritizes AI, cybersecurity and space technologies

Jul 31

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.

ICT MANUFACTURINGDelta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

Jul 31

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.

SERVER, IPC, CLOUD COMPUTING, IOTAmazon's Zoox receives US approval for commercial deployment of robotaxis

Jul 31

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.

AIByteDance merges Lark with Doubao after AI revenue hits US$4B run rate

Jul 31

ByteDance is reorganising Doubao, Lark and Volcengine around a more unified enterprise AI strategy, combining product development, cloud commercialisation and workplace software as its large-model business reaches an annualised revenue run rate of US$4 billion.

AIPegatron chair says AI outlook remains strong, calls for Taiwan application push

Jul 31

Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence (AI), despite recent volatility in the capital markets sparking debate over whether the AI boom has begun to fade. While short-term markets are inevitably subject to intense fluctuations driven by international events, what matters more is the strength of Taiwan's industrial base, with AI driving growth across upstream, midstream, and downstream supply chains and gradually expanding from a single "silicon shield" into a broader "mountain range" of strategic industries.

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