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Jul 16

DeepSeek eyes US$70 billion valuation and Shanghai IPO as Apple Intelligence enters China

DeepSeek is preparing a new fundraising round and a possible Shanghai listing as surging computing costs force one of China's best-known artificial intelligence startups to rethink its long-standing resistance to outside capital.

AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story

Jul 16

Apple Intelligence edges closer to China with Alibaba Qwen integration

Jul 16

Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill

Jul 16

China's top seller of AI compute has emerged without owning the GPUs

Jul 16

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AICPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

Jul 17, 08:01

Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO C.C. Wei discussed the latest developments in AI demand, saying the market continues to evolve at a rapid pace.

SERVER, IPC, CLOUD COMPUTING, IOTShopee pushes in-house data centers, boosts Southeast Asia supply chain

Jul 17, 08:00

Sea Group's data center push in Southeast Asia is creating new demand for servers, components, and integration services, with global supply chains likely to feel the effects. Singapore remains the region's AI hub, but distributors say Shopee's parent is emerging as a major customer across multiple markets and technologies.

AIHotai Leasing sees Taiwan auto market stabilizing as leasing demand grows

Jul 17, 07:58

Hotai Leasing said on July 15 that Taiwan's auto market is expected to return gradually to normal growth in 2026 after tariff uncertainty, vehicle shortages, and tight financing pressured demand in 2025. The company also said younger consumers are increasingly shifting from car ownership to on-demand rental models, signaling a broader change in how vehicles are used in Taiwan.

AICapacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages

Jul 17, 07:58

Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability across multiple product categories has intensified supply constraints.

SERVER, IPC, CLOUD COMPUTING, IOTSOFC gains traction in AI data centers, opening three paths for Taiwan suppliers

Jul 17, 07:56

As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined by Nvidia CEO Jensen Huang. While hyperscale cloud providers are accelerating construction of AI data centers, power infrastructure is emerging as a critical factor determining how quickly those facilities can come online.

SERVER, IPC, CLOUD COMPUTING, IOTAurora Group expands enterprise AI services with 12 workplace use cases

Jul 17, 07:55

On July 15, Aurora Group expanded its enterprise AI push, unveiling 12 use cases through Aurora Cloud and GPI for companies looking to match AI tools with specific business problems. The rollout was organized around three themes - smart operations, smart security and sustainable governance - and was designed for enterprises seeking practical deployment scenarios rather than standalone automation.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June

Jul 16

Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for rack-scale systems continued to lift mechanical components.

SOFTWARE, BIG DATAGroups urge EU interim measures against Broadcom amid VMware antitrust case

Jul 16

A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations in calling for the European Commission to impose interim measures while it processes an antitrust case against Broadcom. The case concerns recent licensing changes made by the chip designer on the virtualization platform VMware.

AIApple lawsuit targets OpenAI's AI hardware ambitions

Jul 16

Apple has sued OpenAI for allegedly stealing trade secrets, but the real fight is over who controls the entry points of AI. As LLM technology converges, the case shows that competition is shifting back to a fundamental question: on what device, and in what way, will users use AI?

AICommentary: Xi Jinping elevates Sovereign AI, diplomacy, ecosystems into China's next AI strategy

Jul 16

The 2026 World Artificial Intelligence Conference (WAIC) opens in Shanghai on July 17, with Chinese President Xi Jinping set to attend and deliver a keynote speech.

IT COMPONENTS, PERIPHERALSLG Electronics ramps up actuator hiring as AXIUM production starts early

Jul 16

LG Electronics is expanding hiring for its robotic actuator business after reportedly starting AXIUM production months ahead of schedule, as the South Korean company builds the development, sales and quality-management capabilities needed to supply its own robots and outside humanoid manufacturers.

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Interview: UK's AI sovereignty pitch — research at home, scale with Taiwan

As the world enters an AI-centric era, the global race for technological leadership is no longer defined only by who can build the most advanced models. It is increasingly shaped by who can secure compute, deploy infrastructure at scale, reduce energy constraints, and turn research into commercial capability.

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