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Thursday 30 April 2026
Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup
Taiwan President Lai Ching-te has pledged to transform Taiwan into an "AI island," with a key focus on developing an all-photonic network (APN). The National Science and Technology...
Thursday 30 April 2026
Analysis: Chinese smart home brands outpace Western rivals with relentless innovation
Chinese smart home appliance brands have swept across global consumer markets on the strength of youthful, innovative brand images. Analysts point to one defining trait: product iteration...
Thursday 30 April 2026
Realtek, Airoha target European and US networking infrastructure amid consumer slowdown
Although demand prospects for consumer applications remain relatively weak in 2026, major Taiwanese IC design companies focused on networking infrastructure chips — including...
Wednesday 29 April 2026
Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam,...
Wednesday 29 April 2026
Apple supplier Luxshare sees profits rise, but cash flow remains weak

Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative...

Wednesday 29 April 2026
Taiwan-Germany trade shows strong growth in 1Q26
Taiwan and Germany reported robust bilateral trade growth in the first quarter of 2026, signaling reinforced high-tech supply-chain ties with global implications for AI-driven manufacturing...
Wednesday 29 April 2026
BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge
Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including...
Wednesday 29 April 2026
Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure
Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...
Wednesday 29 April 2026
Taiwan urges early quantum computing industry involvement before standards are set
Taiwan's minister of economic affairs, Ming-hsin Kung, emphasized that the industrialization threshold for quantum computing is exceptionally high, and Taiwan's industry is currently...
Wednesday 29 April 2026
China's GPU IPO wave meets its hardest test: cluster stability
China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability,...
Wednesday 29 April 2026
Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices
Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...
Wednesday 29 April 2026
Commentary: China's chip-model strategy pressures Nvidia's AI economics
The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...
Wednesday 29 April 2026
The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding...
Wednesday 29 April 2026
AI token demand drives TSMC node expansion, buoying Taiwan's economy
A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...
Wednesday 29 April 2026
Data center power and cooling overhaul will reshape global AI infrastructure
Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...