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NEWS TAGGED AI
Thursday 22 January 2026
EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios
Electronics manufacturing services (EMS) providers are sharpening their competitive positions around AI-era infrastructure, shifting attention from cyclical end markets to longer-cycle...
Thursday 22 January 2026
EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery
A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification,...
Thursday 22 January 2026
Taiwan advances second-phase quantum strategy, betting on hybrid computing and global partnerships
Taiwan's government is moving its quantum technology development program into a second phase, centered on building a national-level heterogeneous hybrid computing platform that integrates...
Thursday 22 January 2026
PSMC to upgrade DRAM processes as demand strengthens

Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

Thursday 22 January 2026
EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates
Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's...
Thursday 22 January 2026
Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk
2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...
Thursday 22 January 2026
Taiwanese firms prepare for silicon photonics and CPO packaging opportunities as AI data center continues growth
As generative AI technologies scale up, the semiconductor industry is poised for a significant transition from copper-based interconnects to optical solutions to meet the stringent...
Thursday 22 January 2026
Why Intel poached a Qualcomm GPU chief to bet on AI graphics

Eric Demers, a veteran GPU architect who until recently served as Senior Vice President of Engineering at Qualcomm and led its GPU business,...

Thursday 22 January 2026
Why Apple turns to Google's Gemini, sidelining OpenAI

Apple and Google have entered into a multi-year strategic agreement under which Apple's next-generation foundation models will be built...

Wednesday 21 January 2026
OpenAI sets 2026 as year for practical AI adoption, eyes hardware debut and new revenue streams
OpenAI has designated 2026 as a year for "practical adoption" of AI, signaling a strategic push to accelerate AI deployment across high-value sectors such as healthcare, scientific...
Wednesday 21 January 2026
Fortune Electric sees tailwinds from lower US tariffs and rising AI data center demand
Following the easing of US reciprocal tariffs to 15%, Taiwan's Fortune Electric is seeing meaningful relief in cost pressures while accelerating growth driven by robust demand from...
Wednesday 21 January 2026
Seeking new growth, Huawei pushes deeper into China's auto industry with ADS expansion
Huawei plans a sweeping expansion of its presence in China's smart car industry in 2026, betting that advanced driver-assistance software, in-car operating systems, and digital chassis...
Wednesday 21 January 2026
Sequoia Capital signals potential investment shift to Anthropic
Sequoia Capital is reportedly set to participate in a major funding round for AI startup Anthropic, marking a departure from its traditional practice of avoiding investments in direct...
Wednesday 21 January 2026
Davos 2026: AI takes center stage as leaders debate compute, control, and consequences
AI dominated the corridors and side events of the World Economic Forum Annual Meeting in Davos this week, with executives, policymakers, and researchers converging on a shared view:...
Wednesday 21 January 2026
China's premier highlights AI large models in strategic development talks
On January 19, 2026. China's Premier Li Qiang hosted a forum including MiniMax founder Yan Junjie, marking increased recognition of AI large model enterprises in national policy. This...