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Thursday 29 January 2026
Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

Thursday 29 January 2026
Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite
Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...
Thursday 22 January 2026
Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk
2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...
Tuesday 20 January 2026
Naver Cloud fails South Korea's AI foundation model selection
Based on the results of the first phase of South Korea's independent AI foundation model selection, LG AI Research, SK Telecom, and Upstage have advanced to the next stage. However,...
Tuesday 20 January 2026
BTL sees strong AI server orders, visibility extends to 2Q26
Cloud service providers (CSPs) are significantly increasing capital expenditures, continuously investing in high-end AI servers and deploying cloud AI computing projects. This surge...
Wednesday 14 January 2026
South Korea's tech independence drive under scrutiny over China links
South Korea's push to build sovereign artificial intelligence foundation models is facing heightened scrutiny as several domestic contenders in a government-backed selection process...
Monday 12 January 2026
AEB breaks new revenue record for eighth consecutive year
Cloud and AI services provider Acer E-Enabling Service Business (AEB) reported December 2025 revenue of NT$1.14 billion (approx. US$36.1 million), representing year-over-year growth...
Monday 12 January 2026
Qisda-backed Elixiron tackles Alzheimer's with new drug developments
Biotechnology firm Elixiron Immunotherapeutics is the only company in Asia to have twice received "Part the Cloud" grants sponsored by the US-based Alzheimer's Association and Bill...
Friday 9 January 2026
Lite-on Technology sees 20% revenue growth in 2025, driven by power management systems
Lite-on Technology reported consolidated global revenue of NT$14.9 billion (approx. US$473 million) for December 2025, reflecting a 5% increase from the previous month and an 11% rise...
Tuesday 6 January 2026
Foxconn's AI-focused expansion signals long-term transformation of hardware and cloud business
Foxconn (Hon Hai Precision) announced on January 5, 2026, that its December 2025 revenue reached NT$862.9 billion (US$27.45 billion), the highest monthly revenue ever recorded. The...
Tuesday 30 December 2025
Taiwan Mobile's AI data center fully leased, revenue to start in 1Q26
Taiwan Mobile's AI data center (AIDC) in Guishan in northern Taiwan is already fully leased after it officially began operations in the fourth quarter of 2025, according to the company's...
Friday 19 December 2025
From AI data centers to humanoid robots: CIAT plans next wave of tech momentum
The Cloud Computing & IoT Association in Taiwan (CIAT) held its 2025 annual member meeting on December 17, 2025, unveiling a forward-looking strategy for the next wave of technological...
Friday 12 December 2025
Phison sets 3 supply strategies amid NAND shortage and wafer price surge
Cloud giants' aggressive procurement of high-capacity enterprise SSDs has triggered a structural shortage and price surge in the NAND Flash market. In China, spot prices for 512Gb...
Thursday 11 December 2025
Oracle’s 2Q earnings pop: Ampere divestiture drives profit surge, resets chip strategy
Oracle reports double-digit revenue growth in the second quarter of fiscal year 2026, with profit nearly doubling year over year after recording a gain from the sale of its stake in...
Monday 8 December 2025
Huawei's Peter Zhou says China's storage stack is stressed yet still primed for global standing
China's storage industry is at a critical juncture. Surging AI workloads have fuelled a global shortage of high-bandwidth memory (HBM) and pushed storage to the forefront of the semiconductor...