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Tuesday 10 February 2026
Analysis: Alphabet's century bond reveals who matters in Asia's AI money trail
Alphabet Inc. has executed a financial maneuver that fundamentally alters the landscape of the AI arms race.
Tuesday 10 February 2026
Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds
Facing challenges from soaring memory prices, inflation, and geopolitical risks, the global smartphone demand is widely expected to decline by 2-3% in 2026. However, Samsung Electronics,...
Tuesday 10 February 2026
Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech
Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply...
Tuesday 10 February 2026
South Korea's NUCODE eyes partnership with Realtek to lead IoT market
South Korean IoT startup NUCODE is leveraging ultra-low-power communication technology to streamline hardware development and bridge the gap between prototyping and mass production...
Tuesday 10 February 2026
Anthropic's rumored data center push signals a new phase in the AI infrastructure race
Anthropic's quiet move to secure massive computing capacity marks a strategic escalation that could reshape competition among leading AI labs, intensifying pressure on rivals such...
Tuesday 10 February 2026
Asus' AI server push bolsters revenue despite memory shortages
Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.
Tuesday 10 February 2026
Zhen Ding Tech sees record January revenue driven by high-end AI applications
PCB giant Zhen Ding Technology (ZDT) reported that despite the traditional consumer electronics off-season in the first quarter of 2026, strong demand for advanced AI products propelled...
Tuesday 10 February 2026
Behind Nvidia’s fried-chicken diplomacy
Nvidia CEO Jensen Huang reportedly hosted a "fried chicken and beer" meeting in Silicon Valley on February 5, 2026, with SK Group chairman Tony Choi, according to industry sources...
Tuesday 10 February 2026
Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance
Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data...
Tuesday 10 February 2026
Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments
Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...
Tuesday 10 February 2026
Taiwan server ODMs set for record first quarter, driven by AI server demand

Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron,...

Tuesday 10 February 2026
Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion
Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major...
Tuesday 10 February 2026
Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers
AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise a...
Tuesday 10 February 2026
SK's US$10bn AI venture takes chairman to Nvidia's door
Global competition in artificial intelligence (AI) infrastructure is intensifying, and SK Group is accelerating its strategic expansion. Korean media report that SK Group chairman...
Monday 9 February 2026
ACpay, inFlux partner to bridge Taiwan fitness liquidity gap; eye education sector next
Taiwan's ACpay, a fintech firm specializing in payment and e-commerce solutions, is accelerating its expansion into retail channels and high-growth verticals—particularly fitness...