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    Nvidia’s DSX POD reshuffles supply chain structures
    4h 13min ago
    AMEC delivers first high-selectivity etch tool for advanced 3D devices
    4h 13min ago
    Commentary: Unitree valuation correction puts Physical AI commercialization to the test
    4h 13min ago
    PSMC capacity shortage weighs on Jeju Semiconductor growth
    4h 13min ago
    Analysis: Nvidia’s Vera CPU expands AI infrastructure challenge for Intel and AMD
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    NEWS TAGGED BUSINESS
    Friday 14 August 2026
    China PCB makers pour billions into AI server, HPC, optical markets
    Chinese printed circuit board (PCB) makers are stepping up investment in higher-value markets including AI servers, high-performance computing (HPC) and optical communications. Following...
    Friday 14 August 2026
    Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook
    Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory...
    Thursday 13 August 2026
    Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

    Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into...

    Thursday 13 August 2026
    Qisda eyes AI infrastructure as fastest-growing business opportunity

    Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda...

    Thursday 13 August 2026
    Pegatron stocks AI server parts early as shortages spread through supply chain
    Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...
    Thursday 13 August 2026
    Pegatron profit surges on AI server shipments and stronger product mix
    Pegatron reported its second-quarter 2026 results on the 12th, saying net profit attributable to the parent company rose more than 14-fold year-on-year as shipments of information...
    Thursday 13 August 2026
    LandMark Optoelectronics posts surge in profit on silicon photonics demand
    LandMark Optoelectronics Corp. reported a sharp jump in revenue, margins, and profit in the second quarter of 2026, driven by strong demand for silicon photonics products and higher...
    Thursday 13 August 2026
    Asus raises server outlook as AI demand lifts record second quarter results
    Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC...
    Thursday 13 August 2026
    Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%
    Foxconn's AI server business powered stronger-than-expected second-quarter 2026 revenue and profit, with growth in its cloud network products segment helping operating profit rise...
    Thursday 13 August 2026
    Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation
    Foxconn used its second-quarter 2026 earnings conference on August 12 to detail progress beyond its fast-growing AI server business, spanning cloud and data centre solutions, electric...
    Thursday 13 August 2026
    Pegatron sees 2026 server growth beat expectations
    Pegatron said its server business had posted significant growth in shipments and revenue so far this year, giving it strong confidence that it will meet—and likely exceed—its...
    Thursday 13 August 2026
    Tencent starts paying for AI in cash, core business is covering the bill
    Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...
    Thursday 13 August 2026
    Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
    Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...
    Thursday 13 August 2026
    Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
    Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...
    Thursday 13 August 2026
    ITTS reports first-half growth as ERP and AI projects gain traction
    Information Technology Total Services (ITTS) said its business recovered in the first half of 2026 as enterprise resource planning (ERP) implementation work advanced and data governance...
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    BIZ FOCUS
    Oct 22, 08:00
    HOYA BIT Explores AI Data Analysis Solutions for Smarter Trading
    Wednesday 21 October 2026
    Starting with Data Challenges: TS Holdings Explores AI Through Hackathon
    Tuesday 20 October 2026
    CES 2027 Welcomes First-Ever Chilean Global Pavilion
    Tuesday 20 October 2026
    Cincoze's EMC Solution Boosts Equipment Stability and Production Efficiency