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Friday 29 May 2026
EU seeks to spur government buying of homegrown chips
The European Commission wants governments to buy chips from EU startups as Brussels seeks to reduce the bloc's reliance on US and East Asian suppliers, Reuters reported, citing...
Friday 29 May 2026
Qualcomm bets on US$300 laptops as memory costs squeeze PC makers
Qualcomm Technologies is pushing its Windows-on-Arm strategy into lower-cost laptops with a new Snapdragon C platform, betting that PC makers squeezed by rising memory costs will look...
Friday 29 May 2026
AWS lands US$6 billion Snowflake deal as AI shift brings CPUs into chip battleground
Amazon Web Services (AWS) won a US$6 billion AI infrastructure agreement with Snowflake, announcing expanded deployment of its in-house Graviton CPUs and AI compute capacity as cloud...
Friday 29 May 2026
Dell posts record results and lifts full-year outlook on AI demand
Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...
Friday 29 May 2026
Samsung begins shipment of HBM4E samples as AI memory competition intensifies
Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI...
Friday 29 May 2026
Dell's AI Factory strategy gains traction with enterprise and cloud customers
Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue...
Friday 29 May 2026
Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply...
Friday 29 May 2026
Shinkong Synthetic Fibers outlines AI and semiconductor growth plans amid market volatility
Shinkong Synthetic Fibers Corp. said at its May 28 shareholders meeting that it will pursue expansion in AI, semiconductor chemicals, and eco-friendly notebook materials as it navigates...
Friday 29 May 2026
Ampower sees surging order backlog as it accelerates overseas micro grid push
Ampower reported that its order backlog exceeded NT$12 billion (US$382 million) as of the first quarter of 2026, driven by rising demand for semiconductor and AI data center critical...
Friday 29 May 2026
Morgan Stanley: Supply constraints to drive next phase of the AI boom
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of...
Friday 29 May 2026
Acer sees AI token economy extending Taiwan's PC supply-chain gains
Acer chairman Jason Chen said artificial intelligence (AI) is entering a new phase, shifting from early investment in energy and computing infrastructure toward token-based business...
Friday 29 May 2026
Export controls cast a shadow over AI's optical communications supply chain
The Taiwanese semiconductor materials company Visual Photonics Epitaxy, a supplier of compound semiconductor wafers used in optical communications, said demand tied to artificial intelligence...
Thursday 28 May 2026
Iteq sees AI data center demand lift M7+ CCL shipments
Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications,...
Thursday 28 May 2026
Solidigm appoints co-CEOs to split operations and growth responsibilities
Solidigm, the enterprise storage brand under SK Hynix, announced a leadership reshuffle this spring, naming two executives as co-chief executive officers to divide responsibilities...
Thursday 28 May 2026
Semiconductors and AI are pillars of Taiwan's global prosperity, says Taiwanese president
During the 2026 Europe Day Dinner, Taiwanese President Ching-te Lai referenced how coal and steel formed the foundation of peace in Europe, comparing that to how semiconductors and...