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Wednesday 6 May 2026
China's cloud providers raise AI prices as model usage surges
Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers,...
Wednesday 6 May 2026
Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year
Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees...
Wednesday 6 May 2026
Lumentum sees explosive expansion as AI demand fuels record results
Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
Wednesday 6 May 2026
DeepSeek pulls multimodal paper after brief release, reveals new visual reasoning approach
DeepSeek briefly released, then removed, a multimodal research paper that offers rare insight into its evolving AI strategy, drawing attention across the developer community.
Wednesday 6 May 2026
From China to Arizona: How AI and TSMC are redrawing Taiwan's economic map
Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's...
Wednesday 6 May 2026
How Plug and Play is bridging Taiwan's deep tech startups with Silicon Valley capital
For much of the past decade, Taiwan watched from the sidelines as global venture capital poured into software. The island's world-class manufacturers, semiconductor giants, and precision...
Tuesday 5 May 2026
Tesla AI5 dual sourcing may not mean equal weight for Samsung
Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed...
Tuesday 5 May 2026
SEMICON SEA 2026: Delta showcases AI-enabled smart manufacturing
Delta Electronics presented its latest AI-enabled smart manufacturing solutions at SEMICON Southeast Asia 2026, underscoring its efforts to advance efficiency, precision, and scalability...
Tuesday 5 May 2026
South Korea eyes memory-led AI order against Nvidia
As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather...
Tuesday 5 May 2026
Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026
Another Qualcomm exec joins Intel to lead PC and physical AI unit
Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with...
Tuesday 5 May 2026
OpenAI, Anthropic race to lock in enterprise AI deals with Wall Street capital
OpenAI and Anthropic are moving in parallel to build new enterprise AI distribution engines, teaming up with some of the world's largest asset managers to accelerate adoption of their...
Tuesday 5 May 2026
Delta Electronics' security tie-up positions it to push into integrated smart buildings
Delta Electronics has moved to consolidate its security brands, aiming to align AI video analytics and cloud services with its building automation strategy. This shift could accelerate...
Tuesday 5 May 2026
Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
The AI spending arms race just got more expensive — and more consequential.
Tuesday 5 May 2026
CHPT posts record April revenue on AI-driven HPC demand
Semiconductor test interface provider Chunghwa Precision Test Tech (CHPT) said its revenue in April 2026 continued to set a new all-time monthly high, driven by rising demand for semiconductor...