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    Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival
    4min ago
    Samsung strike exposes AI-era pay divide, raises HBM supply risks
    25min ago
    DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era
    45min ago
    HomeRegions
    Thursday 30 April 2026
    Samsung SDI narrows loss as General Motors joint venture delay spurs LFP review

    Samsung SDI reported a sharply reduced operating loss for the first quarter of 2026 as its US joint venture with General Motors (GM) is reviewing a delay to its production timeline, according to company disclosures, Korean media reports, and industry sources

    Thursday 30 April 2026
    Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup
    Taiwan President Lai Ching-te has pledged to transform Taiwan into an "AI island," with a key focus on developing an all-photonic network (APN). The National Science and Technology Council (NSTC) is acquiring APN technology from Japan's NTT and collaborating with Chunghwa Telecom (CHT) and Accton Technology to advance this initiative. Industry experts say the APN is designed to support applications through low latency and enhanced computing resilience, in line with government goals for digital robustness and computing backup
    Thursday 30 April 2026
    Analysis: Chinese smart home brands outpace Western rivals with relentless innovation
    Chinese smart home appliance brands have swept across global consumer markets on the strength of youthful, innovative brand images. Analysts point to one defining trait: product iteration cycles so fast that even European and American rivals struggle to match them. That pace, combined with a recent wave of acquisitions targeting Western and Japanese brands, has given Chinese makers growing momentum and an increasingly firm grip on the global home appliance market
    Wednesday 29 April 2026
    Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
    Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam, Andhra Pradesh, according to people familiar with the matter cited by The Economic Times. The project is expected to be developed in phases and, once completed, could become India's largest data center complex
    Wednesday 29 April 2026
    Apple supplier Luxshare sees profits rise, but cash flow remains weak

    Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative operating cash flow underscored pressure on earnings quality

    Wednesday 29 April 2026
    China OSAT leader JCET expands in advanced packaging, profit climbs
    China's leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor industry continues its shift toward advanced packaging
    Wednesday 29 April 2026
    China memory chip designer Montage lifts profit on DDR5, AI server demand
    China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation memory technologies
    Wednesday 29 April 2026
    Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
    The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia, Qualcomm, and Tesla adopt LPDDR in next-generation processors, according to Chosun Biz
    Wednesday 29 April 2026
    US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit

    The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering an immediate halt to tool shipments destined for Hua Hong Semiconductor, China's second-largest foundry

    Wednesday 29 April 2026
    China's GPU IPO wave meets its hardest test: cluster stability
    China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability, software maturity, and cost efficiency are emerging as the real constraints
    Wednesday 29 April 2026
    Commentary: China's chip-model strategy pressures Nvidia's AI economics
    The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend chips as viable alternatives to Nvidia GPUs, DeepSeek reframes competition beyond software versus hardware. The shift cuts deeper, reshaping how AI systems are architected from the ground up
    Wednesday 29 April 2026
    Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI
    After China's National Development and Reform Commission (NDRC) banned Meta's acquisition of AI startup Manus, the social media giant is reportedly preparing to unwind the deal and allow the founding team to exit in compliance with the cancellation. Original investors, including Tencent, HSG, and ZhenFund, have pledged cooperation should Meta finalize the termination
    Wednesday 29 April 2026
    Huizuan Technology breaks ground on Thailand plant to scale high-end CPO, AI HDD and cooling
    Superior Plating Technology announced a groundbreaking for a new factory in Ayutthaya, Thailand, with the first phase involving an investment of NT$300 million (US$9.52 million) for construction and equipment to establish a high-end transformation hub for optical communications and hard disk drives. The facility is expected to be completed by the end of 2026, with mass production beginning after client validation and the company aiming to double production capacity by year-end
    Wednesday 29 April 2026
    CATL and HyperStrong sign record sodium-ion battery deal as storage market scales up
    On April 27, CATL and HyperStrong signed a strategic cooperation agreement for sodium-ion batteries, marking what multiple reports described as a major step toward large-scale commercialization of the technology. According to Jiemian and Security Times, the two companies agreed on a three-year, 60GWh supply contract, which CATL said is "the largest sodium-ion battery order globally to date." The deal was signed in Ningde, Fujian province
    Tuesday 28 April 2026
    Nvidia signs record Bengaluru office lease as India AI push accelerates
    Nvidia has signed a 10-year lease for approximately 760,000 square feet of office space in Bengaluru, marking the largest single-tenant office commitment in India to date. The space, located at Bagmane Capital's Memphis South Tower in Mahadevpura, spans 12 floors and will serve as a major hub for the company's expanding artificial intelligence (AI) and engineering operations
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook