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Wednesday 12 August 2026
OCP APAC 2026: AMD sees AI agents pushing CPU-GPU ratio toward 1:1
AMD expects the shift from chatbots to agentic AI to sharply increase CPU demand alongside GPU acceleration, potentially moving the traditional CPU-to-GPU ratio from roughly 1:4 toward...
Wednesday 12 August 2026
OCP APAC 2026: Nvidia SVP Shainer on taking CPO to mass production —'can't release something just because it's cool'

Nvidia's Spectrum-6 co-packaged optics (CPO) switches are in production and shipping, Gilad Shainer, senior vice president of networking...

Wednesday 12 August 2026
Nvidia reportedly planning trillion-parameter Nemotron 4 in open-source push

Nvidia is intensifying its open-source strategy through its upcoming trillion-parameter model in the Nemotron 4 family, which is meant...

Wednesday 12 August 2026
OCP APAC 2026: Applied Materials exec calls for hardware co-optimization to solve AI power crisis

Speaking at the OCP APAC Summit in Taipei, Subi Kengeri, Corporate Vice President and General Manager of Systems to Materials at Applied...

Wednesday 12 August 2026
Japan's US$430B 2040 chip plan hinges on Rapidus 2nm

Japan has drawn up a plan for more than JPY370 trillion (approx. US$2.33 trillion) in combined public and private investment across 17 strategic...

Wednesday 12 August 2026
OCP APAC 2026: Microsoft leans on Taiwan supply chain for 'silicon-to-systems' AI buildout

Microsoft sources roughly 70% of the hardware content in its cloud infrastructure from Taiwan and the wider Asia-Pacific region, executives...

Wednesday 12 August 2026
OCP APAC 2026: Nvidia, Broadcom diverge on how to scale AI networks beyond the rack
Nvidia and Broadcom outlined different paths for scaling AI networks at the OCP APAC Summit in Taipei on Aug. 11, as clusters expand from rack-scale systems to entire data centers...
Wednesday 12 August 2026
Synnex sees strong growth in value-added commercial IT, semiconductors
AI-driven enterprise procurement and a consumer shift toward higher-end products lifted Synnex Technology International's revenue and profit in the second quarter of 2026, with profit...
Wednesday 12 August 2026
Taiwan's 20-qubit superconducting quantum computer wins 2026 Future Tech Award

Taiwan's National Science and Technology Council (NSTC) announced the winners of its annual Future Tech Award on August 10, with the...

Wednesday 12 August 2026
Novatek sees 3Q26 growth resting on smartphone DDI and Edge AI demand

Novatek, a Taiwan-based display driver integrated circuit (DDI) supplier, said at its August 6 investor conference that second-quarter 2026...

Wednesday 12 August 2026
California satellite makers expand as office vacancies become factory space
California's satellite manufacturing sector kept growing despite high costs and strict regulation, as startups and established operators expanded across San Jose, Sunnyvale, and Los...
Wednesday 12 August 2026
Etron reports record July revenue as memory prices surge
Etron Technology said July 2026 consolidated revenue jumped to NT$2.125 billion, a fourth straight monthly record, as rising memory prices lifted sales. The Taiwan-based memory IC...
Tuesday 11 August 2026
Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute
Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft...
Tuesday 11 August 2026
Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Tuesday 11 August 2026
GMT says PMIC demand outstrips supply, prioritizes wafer grabs

Taiwanese power management IC (PMIC) maker Global Mixed-mode Technology (GMT) said at a recent investor conference that its revenue...