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Tuesday 5 May 2026
Delta Electronics' security tie-up positions it to push into integrated smart buildings
Delta Electronics has moved to consolidate its security brands, aiming to align AI video analytics and cloud services with its building automation strategy. This shift could accelerate...
Tuesday 5 May 2026
Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
The AI spending arms race just got more expensive — and more consequential.
Tuesday 5 May 2026
CHPT posts record April revenue on AI-driven HPC demand
Semiconductor test interface provider Chunghwa Precision Test Tech (CHPT) said its revenue in April 2026 continued to set a new all-time monthly high, driven by rising demand for semiconductor...
Tuesday 5 May 2026
Apple's AI-driven architecture shift could reshape Taiwan supplier roles and industry competition
Apple's product strategy is moving toward an AI-centered architecture, prioritizing on-device intelligence, tighter chip integration, and system-level design, a shift that could change...
Tuesday 5 May 2026
Onsemi sees AI data center and Treo driving revenue and margin recovery
During an earnings call on May 4, Onsemi portrayed its artificial intelligence data center business and new Treo platform as central to a recovery that began in the first quarter,...
Tuesday 5 May 2026
SignalPro positions itself as 'translator' to enter AI sensing sector, builds own AI data center as model refinery
Amid the rapid advancement of generative AI and the simultaneous rise of autonomous vehicles and robotics, industry competition is shifting away from pure computing power and hardware...
Tuesday 5 May 2026
Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips

As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia's most important...

Tuesday 5 May 2026
'Puzzle-style M&A': Meet the construction firm building an AI ecosystem, one acquisition at a time
As AI reshapes industries from healthcare to finance, companies far beyond Silicon Valley are racing to stake their claim — and some of the most ambitious bets are coming from...
Monday 4 May 2026
Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives
Huawei is set to capture the largest share of China's AI chip market this year, with revenue expected to rise at least 60% as Chinese technology companies accelerate orders for domestic...
Monday 4 May 2026
DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era
As global demand for AI infrastructure accelerates, the collaboration between Taiwan and South Korea—the core pillars of the global semiconductor supply chain—is critical...
Monday 4 May 2026
Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia

Cerebras Systems is preparing to raise up to US$4 billion in an initial public offering, targeting a valuation of about US$40 billion,...

Monday 4 May 2026
Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch
Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up...
Monday 4 May 2026
Meta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift
Meta Platforms has acquired Assured Robot Intelligence (ARI), a startup focused on AI models for humanoid robots, marking another step in the company's broader push into physical-world...
Monday 4 May 2026
AI's 1.6T shift turns InP into optical supply chain bottleneck

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

Monday 4 May 2026
Yageo's Pierre Chen says AI hardware boom is lifting passive component demand

Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory,...