Jingyue Hsiao has been with the company since 2010, covering macroeconomy, energy, and technology, with a focus on semiconductors, AI, and electronics manufacturing in emerging markets such as India and Southeast Asia.
A rule published in the Federal Register on September 11 pushes US communications supply-chain restrictions past the finished device and into the parts inside it, exposing...
The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked combined August revenue of NT$121.48 billion (US$3.86 billion), according to monthly filings...
Jensen Huang used a Goldman Sachs conference appearance to argue that the constraints on AI's build-out are expanding from silicon into finance, and that Nvidia's next unlock is getting its systems recognized as...
Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire income statement...
Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand exists to whether it can build fast enough, and to argue the numbers now answer it.
The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated...
ProLogium said Kyushu Electric Power will make a strategic investment as its long-running collaboration expands from industrial cooperation into capital participation...
Firmus and OpenAI have announced a multi-year strategic partnership that will add dedicated AI compute capacity in Malaysia, underscoring how Asia-Pacific is becoming central to global AI infrastructure...
Naver is trying to export the AI factory model it is building at home, telling French companies and institutions this week that it wants to combine France's energy base with its own AI stack to build data center...
Samsung SDS is using its enterprise AI strategy to move beyond office automation and into factory robotics, betting that its systems-integration experience can turn fragmented robot fleets into centrally managed...
JD Cloud said on September 9 that it plans to build a 100,000-card cluster of full-function GPUs supplied by Moore Threads, a deployment the company describes as the first time domestic GPUs have gone into a...
South Korea's science ministry has budgeted KRW250 billion (US$184.6 million) for 2027 to run "AI for all," a state-funded program that aims to give every citizen free access to chatbots and AI agents built at least 50%...
Samsung Electronics' Indian unit has reportedly started cutting jobs in its TV and home-appliance businesses as higher memory-chip prices, currency weakness, and soft consumer demand squeeze margins across its local...
STMicroelectronics expects rapidly expanding AI infrastructure sales and stronger automotive demand to support growth into 2027, but its largest gross-margin gains will depend on customer approvals allowing older...
Google said it will invest EUR13 billion (US$15.11 billion) in Finland over the next two years, underscoring how data center growth, clean power, and local skills investment are becoming increasingly intertwined for...
Analog Devices has agreed to acquire Alif Semiconductor in a US$1.35 billion all-cash deal, a move that could broaden access to faster, more energy-efficient edge AI systems for industrial, defense, health, and consumer...
Apple used its 2026 iPhone launch to do two things it had avoided for years: name the process node in its flagship chip, and raise the price of phones already on sale. Both moves point to the same pressure...
Behind the foldable, Apple used the same event to rebuild the sensing hardware in its wearables and to push active noise cancellation down to US$129...
For Samsung Electronics' two loss-making logic businesses, OpenAI's declaration that it is jointly producing and researching next-generation chips with the Korean company matters less as a new logo on the customer list...
Huaqin Technology has signed two new projects in Nanchang High-tech Zone, expanding the smart-hardware ODM group's local manufacturing base into embodied-AI robotics and data collection, according to Hongguan...
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