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Friday 29 May 2026
Foxconn tops 40% AI server share, CPO leadership in sight
Foxconn said its AI server business is scaling rapidly as global cloud spending rises and demand for computing infrastructure spreads worldwide. Chairman Young Liu said the company...
Friday 29 May 2026
Nvidia's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs
Nvidia's expanding recruitment activity in Vietnam signals a potential shift in the country's role within advanced AI infrastructure manufacturing, as Taiwanese server and EMS players...
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
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
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...
Thursday 28 May 2026
FuriosaAI and Broadcom partner on AI inference platform for agentic computing era
South Korean AI chip startup FuriosaAI has announced a partnership with Broadcom to develop a next-generation AI inference platform aimed at large-scale agentic AI deployments, as...
Thursday 28 May 2026
Amazon and Snowflake expand alliance amid agentic AI race
Snowflake, the cloud data company at the center of the artificial intelligence boom, said on Wednesday that it would spend US$6 billion over the next five years on Amazon Web Services...
Thursday 28 May 2026
EU plans satellite spectrum shift that could open door to Starlink and Amazon
Brussels is preparing to redraw the competitive landscape for satellite communications in Europe. This move could reshape the balance of power between European space ambitions and...
Thursday 28 May 2026
TECO targets AI data center market with modular, North America and Southeast Asia push
TECO Electric & Machinery said it is making AI data center infrastructure its main growth focus, with expansion plans in North America and Southeast Asia that could affect global...
Thursday 28 May 2026
Commentary: China's AI chip certification becomes new market gatekeeper
China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something...
Thursday 28 May 2026
ByteDance's chip ambition grows with US$70 billion capex plan
ByteDance is considering a sharp increase in capital spending this year as the TikTok owner pushes deeper into artificial intelligence infrastructure — a move that could make...
Thursday 28 May 2026
Marvell raises multi-year outlook as AI data center demand drives accelerating growth
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure,...