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Apr 29

Taiwan urges early quantum computing industry involvement before standards are set

Taiwan's minister of economic affairs, Ming-hsin Kung, emphasized that the industrialization threshold for quantum computing is exceptionally high, and Taiwan's industry is currently exploring how to participate in and align with international developments. He stressed that Taiwan should engage with the field before standards are finalized, leveraging its advantages in process technology and advanced packaging — both of which are key factors in quantum computer manufacturing. The country's system integration capabilities are also crucial for practical quantum technology applications.

Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race

Apr 29

Apple supplier Luxshare sees profits rise, but cash flow remains weak

Apr 29

Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure

Apr 29

China's GPU IPO wave meets its hardest test: cluster stability

Apr 29

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ICT MANUFACTURINGSpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy

Apr 30, 16:30

As SpaceX prepares for a public debut at a valuation targeting US$1.75 trillion, new regulatory filings have revealed a corporate governance structure that positions Elon Musk as an unassailable leader. According to Reuters, the company's IPO filing includes a provision stating that Musk cannot be removed from his roles as CEO and chairman of the board without his own consent.

AIMetaX GPU revenue jumps 75%, losses narrow on AI demand

Apr 30, 15:40

China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial traction.

AIMeta's 1Q26 earnings redraw the AI hardware map

Apr 30, 15:38

Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.

AIMicrosoft's capex plans draw scrutiny as Azure demand outstrips capacity

Apr 30, 15:33

Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results, saying demand for Azure, Copilot, and AI infrastructure continues to exceed available capacity.

SERVER, IPC, CLOUD COMPUTING, IOTAlphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Apr 30, 15:11

Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with CEO Sundar Pichai framing the quarter as evidence that its "full-stack" AI strategy is beginning to translate into measurable business performance.

ICT MANUFACTURINGQuanta eyes strong 2026 server demand as general-purpose orders surge

Apr 30, 15:10

Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted by surging orders from Alphabet's Google — may tighten processor supplies, alter ODM margins, and influence procurement strategies across cloud, enterprise, and edge markets worldwide.

SERVER, IPC, CLOUD COMPUTING, IOTUnisplendour, H3C gain from AI buildout, monetization in focus

Apr 30, 15:04

China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world deployment, the focus is shifting toward cost efficiency, system integration and application delivery. Against this backdrop, Unisplendour is emerging as a key beneficiary of the buildout, though its long-term trajectory will depend on how effectively it converts infrastructure strength into sustainable commercial value.

ICT MANUFACTURINGDelta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants

Apr 30, 15:02

Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers and data center infrastructure worldwide. Global customers and suppliers may face shifts in supply chains and competition as the company ramps up local manufacturing and overseas funding for growth.

ICT MANUFACTURINGNB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint

Apr 30, 14:50

Sources from the notebook (NB) supply chain stated that Taiwanese ODM manufacturers that once stood at the forefront of the market are gradually stepping back, with Chinese ODM manufacturers beginning to take over. This shift is built on three conditions: first, shortages and rising prices of key components have pushed brand vendors to take aggressive measures to protect profits; second, the capabilities of Chinese manufacturers have improved; and third, Taiwanese ODMs are redirecting resources toward higher-growth AI opportunities such as servers.

IT COMPONENTS, PERIPHERALSCorning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan

Apr 30, 12:55

Corning Incorporated reported higher first-quarter 2026 core sales and earnings while outlining continued restructuring efforts across its operating model, including expanded platform-based businesses, segment realignment, and upgrades to its long-term growth plan.

AITaiwan's AI push awaits legislative green light

Apr 30, 12:52

Given Taiwan's crucial role in the AI supply chain, Cheng-wen Wu, chairman of the country's National Science and Technology Council (NSTC), called on Taiwan's legislature to pass the central government's budget proposal, which remains under review. He emphasized that Taiwan must not only lead in AI hardware production, but also advance AI applications.

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