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    US CSP leaders keep capex growth as AI monetization deepens
    15min ago
    Jensen Huang's open-source push signals a fight over who controls the AI market
    15min ago
    Anthropic discloses AI testing breach days after OpenAI incident, raising scrutiny of autonomous agents
    18min ago
    Beijing’s AI hub takes shape as Moonshot and Z.ai vie for talent and capital
    Jul 30, 18:05
    Beyond compute: how memory and storage became the next contested field of automotive semiconductors
    Jul 30, 18:05
    Research Insight: What CXMT IPO signals amid DRAM industry shift
    Jul 30, 18:04
    NEWS TAGGED REVENUE
    Friday 31 July 2026
    AWS backlog reaches US$496 billion; Amazon to double power capacity by end-2027

    Amazon disclosed a US$496 billion AWS backlog growing at triple-digit rates in the second quarter, and CEO Andy Jassy used the call...

    Friday 31 July 2026
    Powertech bets on AMD FOPLP mass production in 2027
    Powertech Technology is pressing ahead with new growth drivers, with chairman DK Tsai saying its FOPLP project with AMD for AI advanced packaging is on schedule and is expected to...
    Friday 31 July 2026
    Amazon Leo nears 400 satellites, initial service to begin this year

    Amazon's low-Earth-orbit (LEO) satellite network is approaching 400 satellites in orbit, enough to begin initial commercial internet...

    Friday 31 July 2026
    AIT reassures Taiwan-US auto ties remain strong amid ongoing tariff debate

    Taiwan and the US are deepening auto trade ties that could influence consumer choice, supply-chain resilience, and tariff policy beyond...

    Friday 31 July 2026
    CHPT raises 2026 capex to NT$500M

    Test interface maker Chunghwa Precision Test Tech (CHPT) held an investors' conference on July 29, saying revenue growth in the second...

    Friday 31 July 2026
    Delta Electronics raises 2026 capex to NT$70B, sees AI-related sales topping 25% of total

    Delta Electronics expects capital spending to rise to roughly NT$70 billion in 2026 from NT$46.1 billion in 2025, driven by growing...

    Friday 31 July 2026
    Apple targets AI subscription revenue as Cook exits and Ternus inherits next growth strategy
    Apple is positioning AI as the foundation of its next growth phase, combining a privacy-focused AI strategy with expanded US semiconductor sourcing to support future products and services...
    Friday 31 July 2026
    Apple braces for "hundred-year flood" in component costs
    Apple's June quarter showed the strength of its core hardware business. Still, it also exposed a looming challenge: rising memory prices, tight supply of advanced chips, and heavier...
    Friday 31 July 2026
    Amazon's accelerating cloud growth reinforces AI investment case despite heavier spending outlook
    Amazon reported stronger-than-expected second-quarter results as accelerating growth at its cloud computing business underscored rising demand for artificial intelligence services...
    Friday 31 July 2026
    Apple beats quarterly estimates, but softer outlook and supply constraints temper optimism
    Apple reported stronger-than-expected fiscal third-quarter results, driven by robust iPhone and Mac demand, but warned that supply constraints and rising memory costs would weigh on...
    Friday 31 July 2026
    UMC raises capex to US$2B, eyes AI SiPh
    UMC said on July 29 that it will raise 2026 capex from US$1.5 billion to US$2 billion, while unveiling expansion plans in Singapore and a new fab in STSP. The foundry also disclosed...
    Friday 31 July 2026
    Chang Wah sees broadening demand recovery and higher margins in 2Q26
    Chang Wah Technology said stronger demand and tighter inventories are lifting its business across multiple markets, a sign that the recovery in electronics supply chains is widening...
    Friday 31 July 2026
    AI server BBU demand triples battery-module capacity ahead of 800V HVDC rollout

    Backup battery units are set to become standard equipment in AI servers using 800V high-voltage direct current architectures, according...

    Thursday 30 July 2026
    OpenAI's ChatGPT about to reach 1B weekly users as AI rivalry heats up
    OpenAI's chatbot is about to reach a new milestone of 1 billion weekly users, according to internal company data. Although this target was intended to be hit by the end of 2025, it...
    Thursday 30 July 2026
    ASE sees full-year LEAP revenue topping US$3.5 billion amid tight packaging capacity
    ASE Technology Holding said growing demand for advanced packaging and testing, combined with stronger momentum in its electronics manufacturing services (EMS) business, has tightened...
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    Research Report Database
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
    AI Summit Seoul