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    Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth
    18min ago
    SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy
    20min ago
    ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
    26min ago
    Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
    38min ago
    CIRC pursues dual-track drone strategy targeting domestic tenders and overseas markets
    43min ago
    NEWS TAGGED CLOUD
    Thursday 30 April 2026
    Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

    Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with...

    Thursday 30 April 2026
    Microsoft sales beat estimates as Azure growth eases spending concerns

    Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

    Thursday 30 April 2026
    Alphabet's 1Q26 earnings call: AI boom hits a capacity ceiling
    Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
    Wednesday 29 April 2026
    NetApp inks four-year deal with Google Cloud to bring sovereign private clouds to air-gapped environments
    NetApp signed a four-year enterprise agreement with Google Cloud to expand their collaboration and accelerate deployment of NetApp storage solutions on Google Distributed Cloud within...
    Tuesday 28 April 2026
    GrandTech drives growth with AI cloud and 3D printing for drone market
    GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud...
    Monday 27 April 2026
    Naver Cloud and HanmiGlobal target global data center expansion amid AI infrastructure race
    South Korea's Naver Cloud and construction project management firm HanmiGlobal have formed a strategic alliance to jointly pursue large-scale data center projects overseas, with a...
    Monday 27 April 2026
    DeepSeek cuts API prices 90%, sets new global low for LLM services
    DeepSeek's 90% cut to fees for input cache hit, which occurs when the model reuses previously computed results for identical or similar inputs instead of recomputing them, across its...
    Friday 24 April 2026
    Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

    Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth...

    Thursday 16 April 2026
    A Taiwan cloud reseller's AI bet is paying off — record margins and a push into Japan
    GrandTech Cloud Services reported record revenue and profit in the first quarter of 2026, driven by strong demand for AI cloud services and improved operational efficiency. Management...
    Wednesday 1 April 2026
    Foxconn advances AI supply chain localization, splitting work between US and Mexico
    Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery...
    Wednesday 1 April 2026
    China LLM usage tops US for fourth week as OpenClaw drives token surge
    Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure...
    Monday 30 March 2026
    Advantech invests in Intelligent Cloud Plus to strengthen vertical energy software solutions
    Industrial PC maker Advantech announced on March 27 a strategic investment via a wholly owned subsidiary in energy solution provider Intelligent Cloud Plus (ICP). The goal: jointly...
    Friday 27 March 2026
    TSMC prioritises AI, core clients; 3nm capacity remains constrained
    Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design...
    Wednesday 25 March 2026
    TSMC SVP Lora Ho to retire, set to join Acer as independent director
    Acer is set to elect new board members at its 2026 shareholders' meeting, with Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Lora Ho included in the list...
    Tuesday 24 March 2026
    Nvidia opens server racks to rival chips, expanding cloud infrastructure role

    Nvidia is expanding its role in artificial intelligence (AI) infrastructure by designing server racks that can accommodate processors...

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    TechForum0520
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook