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    AI data center spending frenzy ignites Sunon's next cooling windfall
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    Delta Electronics rides AI power, liquid cooling boom to another strong month
    18min ago
    NEWS TAGGED IT + CE
    Tuesday 28 April 2026
    ASE signs cybersecurity MOU with national institute to shore up semiconductor defenses
    Advanced Semiconductor Engineering (ASE) and the National Institute of Cyber Security signed a memorandum of understanding on April 28 to establish a joint cyber defense, intelligence...
    Tuesday 28 April 2026
    Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

    Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance...

    Tuesday 28 April 2026
    DeepSeek lifts capital by 50%, founder secures veto stake ahead of funding round
    After upgrading its DeepSeek-V4 model, Hangzhou-based AI firm DeepSeek revealed a major ownership shift. Filings on the Chinese registry platform Qichacha show registered capital rising...
    Tuesday 28 April 2026
    Meta bets on orbit-to-grid solar to power AI infrastructure around the clock
    Meta announced partnerships with Overview Energy and Noon Energy to develop space-based solar collection and ultra‑long‑duration energy storage, aiming to support its data...
    Tuesday 28 April 2026
    Microsoft's cloud strategy tightens AI compute supply
    Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being...
    Tuesday 28 April 2026
    Indian startup targets AI inference opportunity with full-stack compute platform
    While global AI infrastructure investment remains concentrated around massive GPU clusters for training frontier models, Indian startup Turiyam.ai is betting on a different commercial...
    Tuesday 28 April 2026
    LG reportedly plans to expand its India manufacturing footprint
    New Daily reports that LG Electronics has decided to expand its manufacturing footprint in India, with a major investment of about KRW1.4 trillion (approximately US$1.0 billion)...
    Tuesday 28 April 2026
    Wistron's InnoSky Apex merges with GEOSAT Aerospace to expand drone operations
    Wistron Group announced that its wholly owned subsidiary, InnoSky Apex, will absorb and merge with GEOSAT Aerospace & Technology. Wistron invested in GEOSAT Aerospace in 2024,...
    Tuesday 28 April 2026
    Restocking, cost pass-through lift Eternal Materials to 1Q26 profit gains
    Eternal Materials's stronger March and first-quarter 2026 results signal resilience across global supply chains of synthetic resins and electronic materials. Rising sales, steady margins,...
    Tuesday 28 April 2026
    Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers
    The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...
    Tuesday 28 April 2026
    Celestica reports strong 1Q26 as cloud demand lifts results
    Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
    Tuesday 28 April 2026
    Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

    China-based GPU designer Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification from Microsoft, becoming the first Chinese...

    Tuesday 28 April 2026
    Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder
    Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...
    Tuesday 28 April 2026
    Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
    Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
    Tuesday 28 April 2026
    OpenAI eyes agentic AI phone but faces challenges beyond chip design
    OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook