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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
Nvidia taps Wall Street for US$500B AI infrastructure financing network

Nvidia is teaming up with six of the world's largest investment and financial groups to mobilize more than US$500 billion in third-party...

Tuesday 11 August 2026
Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power

Anthropic PBC has agreed to pay US$9.1 billion over 20 years for computing capacity from Riot Platforms Inc., a Bitcoin miner turned...

Tuesday 11 August 2026
Column: The everyday philosophy of supply chain resilience
When people talk about responding to supply chain shocks, the instinct is often to stockpile inventory or build backup production lines. However, after visiting Inner Mongolia Shuangjie...
Tuesday 11 August 2026
Interview: Nvidia says networking is the core of AI computing as AI factories scale

Global AI computing is rapidly moving beyond single-GPU systems toward AI Factory architectures, where agentic AI and inference workloads...

Tuesday 11 August 2026
China's tightening visa curbs test India's electronics manufacturing ambitions

Beijing's decision to sharply cut approval rates for Indian business travelers is exposing a structural weakness in India's push to...

Tuesday 11 August 2026
Global supply chains buckle as helium shortages and China's price edge hit Taiwan

Global supply chains are facing a fresh squeeze as helium shipments, electronic components, and industrial raw materials are hit by...

Tuesday 11 August 2026
Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady
Y.S. Tech reported first-half 2026 results on the back of steady shipments of high-performance computing orders and automotive cooling fans. The Taiwan-based maker said consolidated...
Tuesday 11 August 2026
Fitipower sees e-paper and e-label growth, warns on 2H26 demand

Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several...

Tuesday 11 August 2026
LiteOn teams with Wolfspeed on 800VDC power systems for AI data centers

LiteOn Technology plans to begin trial production of its 800V high-voltage direct current (HVDC) solutions in August as it prepares...

Tuesday 11 August 2026
Google's Gemini delay puts pressure on its AI leadership
Google's repeated delays to Gemini 3.5 Pro are sharpening scrutiny of its AI strategy, as the company works to keep pace with OpenAI and Anthropic. In response, Google has elevated...
Tuesday 11 August 2026
Catcher says notebook component shortages cut 2Q26 revenue
Catcher said shortages of electronic components hit notebook PC shipments in the second quarter of 2026, dragging revenue lower and pressuring margins. The Taiwanese supplier said...
Tuesday 11 August 2026
IC distributors post strong July sales on AI, cloud, and infrastructure demand
Global technology upgrades and energy infrastructure build-outs are boosting chip and electronic component demand, with the latest results from major IC distributors pointing to strong...
Tuesday 11 August 2026
Iron Force Industrial expands into AI server cooling as auto market stays uneven
Automotive parts makers are looking beyond cars as global demand shifts and AI infrastructure grows. Iron Force Industrial is joining that move by developing liquid-cooling components...
Tuesday 11 August 2026
Taiwan and China see more students choose STEM as tech demand rises
For students and employers worldwide, the shift toward science and engineering degrees in Taiwan and China underscores how artificial intelligence, advanced manufacturing, and semiconductor...