A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...
Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...
As the conflict involving the US, Israel, and Iran enters its second month, a fragile ceasefire has tempered immediate market shocks, yet economists warn that prolonged tensions could...
Outsourcing by US cloud service providers (CSPs) has become an increasingly dominant trend, with Taiwanese manufacturers taking on a larger share of global production. Oracle has not...
The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for...
Workloads are shifting from training to inference. In this transition, CPUs are regaining a central role in coordinating diverse computing tasks, significantly boosting their importance...
Taiwan's exports were forecast to surpass US$800 billion in 2026, driven by strong demand for electronic components and information and audiovisual products tied to artificial intelligence,...
Meta announced partnerships with Overview Energy and Noon Energy to develop space-based solar collection and ultra‑long‑duration energy storage, aiming to support its data...
Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being...
Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
OpenAI and Microsoft have agreed to end one of the AI industry's most prominent exclusive partnerships, underscoring a wider shift toward multi-cloud deployment and cross-platform...
Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical...
GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud...
Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly...
