The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked...
Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...
Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...
MediaTek reported August 2026 revenue of NT$64.183 billion (approx. US$2.03 billion), up 32.41% from July and 44.08% year-over-year...
TSMC reported strong revenue growth in August, underscoring continued momentum in AI-related semiconductor demand. TSMC said consolidated...