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Monday 25 May 2026
Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments...
Monday 25 May 2026
Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...
Monday 25 May 2026
Global PMX shifts into AI server cooling as demand for AI compute soars
Global PMX reported full-year consolidated revenue of NT$7.823 billion (US$249.3 million) for 2025, up 1.71% year-over-year, and after cost and product-mix improvements posted net...
Monday 25 May 2026
DeepSeek makes 75% API discount permanent, intensifying global AI price war

Chinese AI startup DeepSeek has permanently reduced the API pricing of its flagship DeepSeek-V4-Pro model to one-quarter of its original...

Sunday 24 May 2026
China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand
China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains...
Saturday 23 May 2026
Interview: XCaliber challenges million-dollar missile defenses with cheap drone interceptors
The Ukraine War and ongoing tensions in the Middle East have exposed a technological revolution reshaping modern warfare: the rise of cheap drones. These developments, along with AI-powered...
Friday 22 May 2026
Emerging Display Technologies pivots to UMI, targets 2026 growth
Emerging Display Technologies is repositioning around integrated user-machine interface solutions, with plans to expand outside China and ramp up R&D investment as it navigates...
Thursday 21 May 2026
Anthropic surpasses OpenAI in enterprise adoption amid rising compute and cost pressures
Anthropic overtook OpenAI in enterprise AI adoption in April 2026, according to spending data from Ramp, Wall Street Journal, Bloomberg and VentureBeat,...
Wednesday 20 May 2026
ASML to deliver first High-NA chips within months despite cost concerns
ASML expects its first advanced semiconductors made using next-generation High-Numerical Aperture (High-NA) extreme ultraviolet (EUV) lithography equipment to ship within months.
Wednesday 20 May 2026
Taiwan suppliers look past Tesla as China's robot makers scale up

Tesla remains a bellwether for humanoid robots, but its delayed production timeline is prompting Taiwanese suppliers to reassess where...

Wednesday 20 May 2026
Google I/O 2026: AI market competition and enterprise pricing strategy
Google's Gemini 3.5 model announcements mark a strategic shift toward enterprise cost competitiveness, directly challenging OpenAI and Anthropic's positioning in the frontier AI se...
Tuesday 19 May 2026
Foundry, test costs push PMIC price hikes toward 12-inch wafers
Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for...
Tuesday 19 May 2026
ITE Tech awaits PC, NB visibility as price hikes begin in 2H26
ITE Tech's stable first-quarter results and planned price increases from the second half of 2026 signal potential cost pass-through across global PC, notebook, and embedded markets,...
Tuesday 19 May 2026
Lens Technology's Ju Teng bid puts China's notebook supply chain in focus

Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the...

Tuesday 19 May 2026
CyCraft expands Japan push with NTT and Future for AI-managed security services
CyCraft announced an expansion of its Japan strategy at its CyCraft Day Japan partner summit, teaming with local cybersecurity providers, including NTT Security and Future Secure Wave,...