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May 5

Another Qualcomm exec joins Intel to lead PC and physical AI unit

Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with physical AI applications spanning robotics and AI -enabled devices.

SEMICON SEA 2026: Delta showcases AI-enabled smart manufacturing

May 5

Google's TPU push hits Nvidia's neocloud grip

May 5

OpenAI, Anthropic race to lock in enterprise AI deals with Wall Street capital

May 5

Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides

May 5

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ICT MANUFACTURINGHyundai's robot ecosystem strategy rejects all-purpose humanoids in favor of application-specific products

May 6, 15:57

Robots have become a main focus for Hyundai Motor Group, with continued investments in research and development as part of its strategy for the future. However, rather than promoting the broad adoption of humanoid robots, Hyundai is instead pursuing robots tailored for specific industries, pushing a range of new technologies in a diverse range of solutions and ecosystems.

AIAnthropic strikes massive cloud pact with Google, highlighting AI industry concentration

May 6, 15:27

A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous — the artificial intelligence boom has become.

AIPersonal feud between Elon Musk and OpenAI cracks open in court as IPO plans loom

May 6, 15:13

The bitter feud between Elon Musk and OpenAI's leadership continues to spill into the open since a trial between the two began last week. This legal fight pits two of the world's most prominent AI creators against each other in a case that could have large ramifications for OpenAI's future.

ICT MANUFACTURINGTaiwan researchers create non-toxic blue-light material that could enable glasses-free 3D displays

May 6, 14:00

Researchers at National Yang Ming Chiao Tung University announced a new non-toxic, metal-free light-emitting silicone that produces blue fluorescence when mechanically stressed, a development they said could advance glasses-free 3D displays and wearable imaging sensors. The research was published on May 6 in the journal JACS Au, and the work was carried out in collaboration with a team at Osaka Institute of Technology, the university stated.

AIGlobalWafers reports weaker quarter as expansion weighs on margins

May 6, 12:33

GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity expansion weighed on margins even as demand tied to artificial intelligence (AI) and high-performance computing began to strengthen.

SERVER, IPC, CLOUD COMPUTING, IOTFlex jumps on 2027 outlook beat, AI data-center unit spinoff plan

May 6, 12:07

Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027 results above Wall Street expectations and announced plans to spin off its Cloud and Power Infrastructure segment into a separate publicly traded company.

AIAMD earnings call: AI is turning CPUs back into the main event

May 6, 11:31

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.

SERVER, IPC, CLOUD COMPUTING, IOTMediaTek unit Airoha targets AI networking surge with triple optical growth

May 6, 11:13

MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical communications, Ethernet, and fixed broadband businesses tied to AI infrastructure expansion.

PC, CESynnex posts record first-quarter revenue and profit as AI demand drives semiconductor and cloud sales

May 6, 10:52

Synnex Technology International Corp. reported record consolidated results for the first quarter as accelerating AI commercialization drove triple-digit growth in data-center products and broad-based gains across its Asia-Pacific markets. The distributor said it is accelerating a shift toward an AI supply-chain integration platform and an MSP digital-intelligence offering to capture higher-value business as AI applications expand.

SERVER, IPC, CLOUD COMPUTING, IOTExplainer: Why Supermicro's margins bounced back — one customer pulled back

May 6, 10:11

Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery to product mix improvement and growth in the company's Data Center Building Block Solutions (DCBBS) business. The earnings call transcript, however, tells a simpler story. The single customer that drove 63% of revenue in the second quarter fell to 27% in the third quarter. That mix shift — toward higher-margin enterprise and neocloud buyers — did most of the work.

AIChina's cloud providers raise AI prices as model usage surges

May 6, 10:01

Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers, as usage-based billing and efficiency become central to costs and deployment decisions across international markets and could soon influence provider strategies worldwide.

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