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,...
Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...
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...
Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding...
A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...
Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...
OpenAI is confronting a growing tension between its aggressive infrastructure spending and signs of softer-than-expected business momentum, as internal targets for both user growth...
On April 28, Nvidia introduced Nemotron 3 Nano Omni, a new open multimodal AI model designed to simplify the development of agent-based systems by combining vision, audio, and language...
As the conflict involving the US, Israel, and Iran enters its second month, a fragile ceasefire has tempered immediate market shocks, yet economists warn that prolonged tensions could...
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...
Taiwanese artificial intelligence (AI) software company Osense Technology is targeting the rapidly growing sports technology market — valued at more than US$10 billion —...
Quantum computing has long been regarded as one of the defining technology races of the coming decade — and Taiwan, a global powerhouse in semiconductor manufacturing, is now...
OpenAI updated its five core operational principles in late April 2026, replacing its 2018 founding charter and framing a new stance on democratization, empowerment, universal prosperity,...
The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for...
The global competition in open-source large language models is heating up again. On April 28, Xiaomi officially unveiled the "MiMo-V2.5" series of models developed under the leadership...
