Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...

Texas Instruments (TI) recently announced that it will acquire IoT wireless connectivity specialist Silicon Labs for US$7.5 billion, with the deal expected to be completed in the first...

Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement...

The smart glasses market drew attention at the third Asia Photonics Expo (APE 2026), where Singapore-based Opto Precision showcased smart glasses module solutions that integrate artificial...

Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...

The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is proving far more disruptive than positive. Rapidly rising memory prices are reshaping...

The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...

Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...

Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...

Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...

Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...

Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...

China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...

The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand...

Sony has recently chosen to partner with TCL in managing its Bravia TV brand, reflecting the long-standing downturn of the Japanese vendor's television business. In Japan, once-dominant...