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Thursday 14 May 2026
Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its...
Thursday 14 May 2026
Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say
Foxconn will hold its first-quarter 2026 earnings briefing on May 14, with investors expecting detailed updates on AI server demand, the commercialization of co-packaged optics, and...
Thursday 14 May 2026
Foxconn Wisconsin ransomware attack spotlights cybersecurity gap at Taiwan manufacturers
Foxconn confirmed a ransomware intrusion at its Wisconsin plant in the US, and said the affected facility continued operating normally after the incident. The attack renewed scrutiny...
Thursday 14 May 2026
NSK-NTN merger to create the world's largest bearing maker
Japan's NSK and NTN have agreed to pursue a merger that would create the world's largest bearing maker, as rising costs, slowing demand, and Chinese competition push Japan's industrial...
Thursday 14 May 2026
Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities...

Thursday 14 May 2026
Column: Why robots aren't ready for the real world — yet
Over the past 15 years, several major technological paradigms have crossed the commercial threshold from "zero to one" and into mass adoption.
Thursday 14 May 2026
Microloops posts record first-quarter profit as AI server cooling drives growth
Microloops reported record revenue and profit for the first quarter of 2026, driven by sustained demand for AI server cooling products that accounted for 60% of sales, the company...
Wednesday 13 May 2026
PixArt targets 2Q26 growth as gaming mouse and console demand offset weak PC sales
IC design firm PixArt Imaging said on May 12 that its three core business areas will post strong growth in the second quarter of 2026, with revenue expected to rise by the double digits...
Wednesday 13 May 2026
Inventec sees strong AI, general-purpose server demand through 2028
Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...
Wednesday 13 May 2026
Dixon Technologies sees margin pressure as stagnation offsets full-year growth
Dixon Technologies reported fiscal 2026 results showing full-year revenue growth, but underlying profitability momentum weakened toward the end of the year, with a flat fourth quarter...
Wednesday 13 May 2026
Commentary: AI server ODMs face margin squeeze as memory costs soar
As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
Wednesday 13 May 2026
AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook
ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...
Wednesday 13 May 2026
L&T Semiconductor Technologies signs multiyear agreement with Synopsys for AI-enabled power module design
L&T Semiconductor Technologies' multiyear agreement with Synopsys to use AI-enabled multiphysics simulation software could accelerate the development of power modules and intelligent...
Wednesday 13 May 2026
Anthropic in talks to acquire Stainless, SDK startup serving Google and OpenAI
Anthropic is reportedly in advanced talks to acquire Stainless, a startup that builds software development kits for AI companies, including Google and OpenAI. The deal could value...
Wednesday 13 May 2026
TECO expands into AI data centers with Malaysia acquisition deal
Taiwan-based industrial manufacturer TECO Electric & Machinery said on May 12 that its board had approved the acquisition of Malaysian engineering firm Dynaciate Engineering Sdn...