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Samsung SDI-GM battery reset shows how ESS is reshaping the US EV supply chain
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Tencent starts paying for AI in cash, core business is covering the bill
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Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
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Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
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Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
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Honor's Robot Phone launch signals a bigger bet: turning smartphones into AI hardware
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Column: Forecasting the planet, one foundation model at a time
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Alphabet's DeepMind shake-up caps months of AI stumbles
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AI inference surge lifts NAND market to record revenue: Counterpoint
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ITTS reports first-half growth as ERP and AI projects gain traction
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Seetel tops NT$8.2B in first seven months amid US and Australia expansion
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PC 2H26 pull-forward correction hits peripheral chip makers
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Foxconn signals sharper push into AI as Sharp partnership enters new phase
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LX Semicon starts mass producing automotive MCU for Hyundai Motor, Kia
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OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward
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