Amazon plans about US$220 billion in capital expenditure in 2026, mainly for cloud and AI infrastructure, but delays in data center power and construction are causing server racks...
Nvidia's lead over Huawei in China's AI accelerator market has narrowed by 80% in a year, bringing CEO Jensen Huang's warnings about losing the country's US$50 billion AI chip market...
Liquid cooling is becoming mainstream in AI servers, prompting data-center customers to assess pumps that can move 100 metric tons of water per hour as chip heat rises. Taiwan pump...
China's IC designers are expanding into high-speed interconnect technologies as AI inference and agent applications fuel demand for server CPUs, memory modules and connectivity chips...
Jio Platforms' initial public offering, the largest in India's history, asks investors to back more than a mobile network. In its prospectus, the operator that built its business on...
Texas Instruments' third quarter suggested the analog chip upturn has moved beyond restocking into a broad-based recovery, and that the company's multi-year build-out of 12-inch wafer...
IBM's third quarter went some way towards answering whether the deal slippage that hit its second quarter reflected weaker demand or delayed timing. Revenue rose 5% year on year, or...
Meta Platforms' third quarter showed that its core advertising business is still growing fast enough to carry one of the largest infrastructure programs in the technology industry...
Tesla's third quarter showed its vehicle business regaining some per-car profitability even as total sales stalled, while the company's push into AI, robotaxis, and humanoid robots...
Memory module maker GoldKey Technology posted record third-quarter 2026 profit, with net income topping NT$1 billion (approx. US$30.9 million) for the first time at NT$1.03 billion,...
Chief Telecom has begun construction of its new AI data center in the Huwei section of the Central Taiwan Science Park (CTSP), with an investment of NT$3.3 billion (US$101.8 million)...
Persistent supply shortages have kept the niche memory market hot, with Elite Semiconductor Microelectronics Technology (ESMT) estimating that the structural supply gap exceeds 30%...
Precision gearmaker Khgears International is expanding into humanoid robot joint components and expects its newly developed differential reducer to enter mass production in 2027. The...
The expansion of advanced semiconductor processes and packaging is driving demand for facility engineering, with Chi Yi Hsin Technology securing NT$4.5 billion (US$138.9 million) in...
Taiwanese passive-component maker Holy Stone has entered the supply chain of a major South Korean automaker after about two years of market expansion, prompting the company to raise...
