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    China's AI token boom fuels push for national compute network
    4min ago
    Baidu says AI is now the majority of its business
    14min ago
    Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness
    35min ago
    Australia orders six China-linked investors to divest 17% stake in Northern Minerals
    53min ago
    Googlebook fuels AI PC momentum as chipmakers join the race
    May 18, 19:08
    Memory price hikes weigh on OLED shipments in 1Q26
    May 18, 19:08
    Analysis: CXMT’s profit surge reflects tighter ties with China’s local wafer fabs
    May 18, 19:08
    Mexico expands tariffs on non-FTA imports, but Taiwan auto parts makers see limited impact
    May 18, 19:08
    Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption
    May 18, 19:08
    SpaceX IPO progress lifts Taiwan LEO supply chain, but capacity pressure emerges
    May 18, 19:08
    NEWS TAGGED 2027
    Tuesday 19 May 2026
    Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027
    A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...
    Monday 18 May 2026
    SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race

    SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers...

    Monday 18 May 2026
    Taiwanese electronics firms poised to benefit as Western automakers localize E/E sourcing
    Taiwanese electronics firms are poised to become key suppliers for Western automakers' next-generation vehicle electronics, with a wave of RFQs expected to convert into mass-production...
    Monday 18 May 2026
    Lotes holds prices to gain share as server and AI connectors drive record revenue
    Connector maker Lotes said it held product prices to win market share and reported record first-quarter 2026 revenue as strong server demand lifted results. The company disclosed that...
    Monday 18 May 2026
    Memory shortage gives Team Group room to favor long-term customers

    Team Group Chairman Dann-Ning Hsia said memory prices are likely to remain elevated as AI-related demand continues to strain supply,...

    Friday 15 May 2026
    Fiber shortage deepens as orders for Chinese vendors extend to 2027
    The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...
    Friday 15 May 2026
    Foxconn targets 3Q26 CPO switch mass production, eyes multifold 2027 growth
    Foxconn announced at an online investor briefing on May 14 that its common-package optics (CPO) switches are scheduled for mass production and shipments beginning in the third quarter...
    Thursday 14 May 2026
    Etron sees DRAM rally stretching into 2027 as shortages persist
    The memory market is entering a new growth cycle as artificial intelligence demand reshapes supply and pricing, with DRAM prices still rising 10% to 20% a month, according to Nicky...
    Thursday 14 May 2026
    SoftBank looks beyond mobile with data center, battery push
    SoftBank is committing JPY1 trillion (US$6.34 billion) through fiscal 2030 to make artificial intelligence, data centers, and energy infrastructure its next growth engines, according...
    Thursday 14 May 2026
    Taiwan plans green power spot market to ease surplus renewable power by 2027
    Taiwan intends to launch a green power spot market as early as late 2026 or early 2027 to allocate intermittent renewable generation better and reduce surplus electricity pressures...
    Monday 11 May 2026
    APLEX forecasts charging-station shipments as medical business ramps in 2027
    APLEX Technology said it secured a charging-pile order from a leading US customer and expected mass production shipments in the fourth quarter, while medical product trials with a...
    Saturday 9 May 2026
    Adata sees DRAM, NAND prices rise 40% in 2Q26
    Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...
    Thursday 7 May 2026
    Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs
    Flex has announced a strategic plan to spin off its Cloud and Power Infrastructure (CPI) segment into an independent, publicly-traded company, with the transaction expected to be completed...
    Wednesday 6 May 2026
    VIS sees stronger growth in the AI boom and pricing power
    Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...
    Wednesday 6 May 2026
    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

    Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

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    supermicro
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook