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Friday 31 July 2026
Analysis: The AI buildout stopped being a demand story

For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings...

Friday 31 July 2026
MJ Taiwan names Maverick Shih chair, prioritizes AI, cybersecurity and space technologies

The Monte Jade Science and Technology Association of Taiwan (MJ Taiwan) elected Maverick Shih, chairman of Acer Cyber Security (ACSI),...

Friday 31 July 2026
Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...

Friday 31 July 2026
Amazon's Zoox receives US approval for commercial deployment of robotaxis

US transportation authorities have allowed Amazon's Zoox to operate commercially on a limited basis, making it the first paid robotaxi...

Friday 31 July 2026
Pegatron chair says AI outlook remains strong, calls for Taiwan application push
Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence...
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
India's first telecom manufacturing zone to land in Madhya Pradesh

India has moved to build a major telecom manufacturing hub in Gwalior, a step that could reshape supply chains, investment flows, and...

Friday 31 July 2026
LG Electronics' strong 2Q26 underscores push into robotics and AI infrastructure

LG Electronics reported a strong second quarter, supported by record sales and one-time gains, while accelerating a shift toward robotics...

Friday 31 July 2026
AI server boom reshapes MLCC pricing as capacity shifts upmarket

The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring...

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
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
WAIC 2026 unveils AIDV shift as physical AI gains ground
DIGITIMES Intelligence said its observations at the 2026 World Artificial Intelligence Conference (WAIC) show the automotive industry's transformation moving from software-defined...
Friday 31 July 2026
ams OSRAM's Micro LED links trade speed for scale in AI data centres

ams OSRAM is developing Micro LED-based optical data links for AI data centres, positioning the technology as a high-density, scalable...

Friday 31 July 2026
Qualcomm, MediaTek set Sept flagship SoC showdown
Qualcomm and MediaTek are preparing to unveil their latest 2nm flagship smartphone system-on-chip (SoC) platforms in September 2026, with both brands expected to launch standard and...
Thursday 30 July 2026
Microsoft's AI buildout: 88 new data centers, broader model catalog, silicon gains

Microsoft CEO Satya Nadella laid out how the company is scaling its AI infrastructure and platform to keep pace with demand. He outlined...