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May 4, 10:25

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, 15:09

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

May 4, 13:58

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

May 4, 12:34

Foxconn shoots for the stars — and Starlink's playbook

May 4, 10:28

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

May 4, 12:31

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, 12:22

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, 12:02

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, 11:47

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, 11:23

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, 10:48

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, 09:59

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.

ICT MANUFACTURINGDelta Electronics posts record first-quarter revenue and margins as AI data center demand rises

May 4, 08:58

Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects. The firm disclosed quarterly revenue of NT$159.4 billion (US$5.05 billion) in the first quarter, up 34% year-over-year, and record gross and operating margins of 37% and 17.8%, respectively, attributing the gains to a higher mix of AI products, scale effects, and a one-time compensation payment related to certain electric vehicle projects.

ICT MANUFACTURINGFoxconn says Tucheng probe limited to employees and does not affect operations

May 4, 08:24

Foxconn announced that a recent search at its Tucheng facility was focused on alleged misconduct by certain employees and did not have a material impact on the company's finances, order intake, shipments, or customer relationships.

AIMIT Technology Review outlines 10 key AI trends shaping the future

May 4, 06:14

In the fast-moving and often noisy world of AI, what truly merits attention? MIT Technology Review has long tracked the field's evolution to map its next directions. Their latest annual insight highlights 10 key themes that capture major AI trends, breakthroughs, and shifts in power dynamics driving innovation today and shaping tomorrow's possibilities.

AIIndia roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

May 4, 06:13

India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors, and electronics manufacturing. From startup bets on AI inference to multi-billion-dollar data center plans and OSAT capacity buildouts, global and domestic players are deepening commitments. The momentum underscores India's rising role in supply chains and compute-driven industries.

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