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May 21

How Nvidia plans to sell Vera CPUs: Four deployment models explained

Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the processor to generate US$20 billion in standalone revenue, signaling a significant evolution in its hardware distribution strategy and a broader play for infrastructure dominance in the emerging agentic artificial intelligence market.

xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain

May 21

Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter

May 21

Nvidia's China hopes dim as Beijing doubles down on domestic AI chips

May 21

Tech Forum 2026: Taiwan suppliers could win a critical role in humanoid robot supply chains as commercialization accelerates

May 21

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AIAMD's Lisa Su says memory is becoming another pressure point for AI chips

May 22, 15:56

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain.

AIAMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

May 22, 15:05

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains in an early phase of growth.

AITrump calls off executive order for AI safety due to concerns about inhibiting growth

May 22, 14:45

US President Donald Trump abruptly called off a highly anticipated White House signing ceremony for a sweeping executive order intended to establish a federal safety vetting framework for advanced artificial intelligence (AI) models.

AIAnthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance

May 22, 14:17

Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two companies as cloud providers race to reduce dependence on Nvidia hardware and secure a stronger position in the AI infrastructure market.

AITaiwan moves to govern AI across risk, talent, and education

May 22, 12:45

Taiwan's cabinet approved three sweeping AI policy initiatives in a single sitting on May 21, signaling a rare moment of whole-of-government alignment on artificial intelligence. The measures span regulation, workforce certification, and school-level education — a coordinated bet that getting the governance right now will determine who leads in AI later.

SERVER, IPC, CLOUD COMPUTING, IOTWPG Holdings flags server supply gaps amid memory price hikes, 800V shift

May 22, 12:23

Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum, and forecast that smartphone and PC production will shift from flat growth to a decline in 2026.

AIJapan, South Korea deepen energy ties: LNG, supply chains and AI security top summit agenda

May 22, 12:21

Japan and South Korea have agreed to deepen cooperation on energy security and supply chain resilience, placing crude oil, petroleum products, LNG, and critical industrial materials at the centre of a wider effort to manage geopolitical shocks from the Middle East to North Korea.

ICT MANUFACTURINGWin Win Precision pivots to semiconductors and overseas renewables

May 22, 12:20

Win Win Precision is reshaping its business around semiconductor consumables and overseas renewable energy, a strategic pivot that could tighten global supply chains and accelerate green energy deployment. Investors, manufacturers, and policymakers worldwide stand to be affected by its capacity expansion, raw-material strategies, and growing presence in Europe, Australia, and Taiwan's green-power market.

AITaiwan rides chip-led export boom to bankroll industrial overhaul

May 22, 12:06

AI-driven demand and other emerging technologies kept Taiwan's export momentum strong in the first quarter of 2026, with exports reaching US$195.74 billion, rising 51% year on year. Economic growth hit 13.69%, the highest quarterly growth in 39 years. Taiwan's GDP is forecast to reach NT$32 trillion (US$1.02 trillion) in 2026.

ICT MANUFACTURINGNvidia's rapid AI iteration cycle strains supply chain partners

May 22, 10:31

Nvidia's record revenue, profit, and margins are masking growing strain across its supply chain, as increasingly compressed product cycles and surging AI demand force suppliers to accelerate development, boost spending, and manage rising quality risks, according to executives and industry observers tracking preparations for the company's next-generation AI platforms.

AIChina telcos launch token billing, AI inference goes mass-market

May 22, 10:13

China's three major telecom operators introduced token-based billing plans in May as they packaged large-model inference resources into standardized products for consumers, developers, and enterprises, signaling a shift toward mass-market AI compute services. China Telecom rolled out a nationwide group-level token package on May 17 with tiered plans for individual and household users, developers, small and medium-sized enterprises, and ecosystem partners; its lowest-priced individual plan costs CNY9.9 (US$1.46) per month for access to 10 million tokens.

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