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Wednesday 24 June 2026
AI server demand drives Taiwan PCB output toward NT$256.1B in 2Q26
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources,...
Wednesday 24 June 2026
Cerebras bets on speed as a product, racing to add data center capacity through 2027
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive...
Wednesday 24 June 2026
Bosch Taiwan hits record FY2025 revenue on AI demand
Bosch Taiwan posted another record in fiscal year 2025, with revenue reaching NT$43.3 billion (US$1.37 billion), up 18.6% year on year. Growth was driven by strategic portfolio expansion,...
Wednesday 24 June 2026
Cerebras posts 92% revenue growth in first public quarter, but warns compute rentals will squeeze margins
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing...
Wednesday 24 June 2026
AI server VRM shifts drive power shortages and stretch lead times past 6 months
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads...
Wednesday 24 June 2026
AI robot paths split as humanoid prices plunge, industrial orders hit record

China's Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices...

Wednesday 24 June 2026
Syncomm accelerates AIoT push on wireless audio strength
Syncomm Technology has built solid momentum in wireless audio transmission chips and modules and is now accelerating its shift into AIoT applications across energy monitoring, elder...
Wednesday 24 June 2026
Column: Spain's Multiverse Computing builds case for on-device AI to curb soaring cloud costs

As generative AI moves from pilot projects to large-scale deployment in 2026, enterprises are facing a growing problem: AI bill anx...

Wednesday 24 June 2026
SoftBank rejects space data centers and commits to Earth-based AI compute

SoftBank Group said it will prioritize building large-scale terrestrial AI data-center capacity rather than pursuing space-based data...

Wednesday 24 June 2026
Column: Physical AI commercialization's safety gap

The race to commercialize physical AI and autonomous robots is running into a fundamental challenge: existing robot safety frameworks...

Tuesday 23 June 2026
Nvidia targets robot safety as humanoids edge toward factory floors

Getting humanoid robots into factories and warehouses has always depended on two things: making them smart enough to be useful and...

Tuesday 23 June 2026
NYCU, Phison join forces to build AI heterogeneous computing resource management platform
Taiwan's National Yang Ming Chiao Tung University (NYCU) and Phison Electronics are teaming up to build a GPU resource management platform to improve the efficiency of computing resource...
Tuesday 23 June 2026
Kaori's Kaohsiung plant targets 2027 output for AI cooling and green energy demand
Kaori Heat Treatment held a groundbreaking ceremony for its new plant at Kaohsiung's Ciaotou Science Park on June 23. Chairman Dr. Allen Wu led the management team at the event, joined...
Tuesday 23 June 2026
South Korea takes physical AI push from policy to practice

South Korea has moved its Physical AI Alliance from a policy-setting body into an operational platform, as the government and companies...

Tuesday 23 June 2026
Microsoft's Satya Nadella warns against AI profits being absorbed by just a few companies
Microsoft CEO Satya Nadella warned against allowing only a handful of companies to economically profit from the new AI era. In an interview with Bloomberg, he critiqued the...