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    NEWS TAGGED MICROSOFT
    Friday 20 February 2026
    SK Group chairman Chey meets US tech leaders to secure core AI chip supply chain
    SK Group Chairman Chey Tae-won recently traveled to the US for a series of high-level meetings with CEOs from Nvidia, Broadcom, Microsoft, Meta, and Google. The strategic focus extends...
    Thursday 19 February 2026
    Microsoft outlines US$50 billion Global South AI investment plan at India summit
    Microsoft said it is on track to commit US$50 billion by the end of the decade to expand artificial intelligence in countries across the Global South, with new initiatives aimed...
    Thursday 12 February 2026
    TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
    Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
    Saturday 7 February 2026
    Microsoft's Maia 200 chip targets AI inference cost advantage, not Nvidia rivalry
    Microsoft recently unveiled its second-generation custom AI chip, Maia 200, more than two years after its previous generation. The Maia chip's update cycle lags behind the rapid iterations...
    Friday 6 February 2026
    CSPs turn to custom silicon to break Nvidia dependence
    The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
    Thursday 5 February 2026
    Amazon explores deeper OpenAI ties as AI competition intensifies

    Amazon is in discussions to secure special access to OpenAI's technology as it considers a multibillion-dollar equity investment in the...

    Monday 2 February 2026
    Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand
    Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
    Monday 2 February 2026
    Anthropic launches AI tool Cowork, Microsoft speeds up AI agent development
    AI startup Anthropic has introduced a new AI tool called Cowork that can automatically perform tasks across multiple applications, sparking significant attention within Microsoft....
    Sunday 1 February 2026
    CSPs ramp up AI capex as supply chain gains confidence
    The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
    Friday 30 January 2026
    MediaTek, Alchip, Marvell clash for ASIC runner-up spot
    The competition among cloud service providers (CSPs) and AI companies for application-specific integrated circuits (ASICs) has entered a new phase with Microsoft officially launching...
    Thursday 29 January 2026
    Tech giants' US$100bn bet on OpenAI: Nvidia, Microsoft lead US$730bn power play
    OpenAI is pursuing a landmark funding round, potentially reaching US$100 billion to fuel its escalating AI infrastructure needs amid intense competition. Major tech giants and existing...
    Thursday 29 January 2026
    Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

    Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

    Thursday 29 January 2026
    Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite
    Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...
    Wednesday 28 January 2026
    Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation
    Recent reports indicate that SK Hynix has become the exclusive HBM supplier for Microsoft's next-generation AI accelerator, Maia 200, underscoring its competitiveness in the HBM3E...
    Tuesday 27 January 2026
    Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says
    Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts...
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    Research Report Database
    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