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Wednesday 13 May 2026
Inventec sees strong AI, general-purpose server demand through 2028
Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are expected to grow through 2028. The company also plans to double capital expenditure in 2026, focusing on expanding production sites to meet customer demand.
Wednesday 13 May 2026
Commentary: AI server ODMs face margin squeeze as memory costs soar
As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue without lifting manufacturing fees at the same pace, leaving original design manufacturers (ODMs) facing lower gross margins as assembly orders grow.
Wednesday 13 May 2026
AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook
ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI server deployments.
Wednesday 13 May 2026
Anthropic in talks to acquire Stainless, SDK startup serving Google and OpenAI
Anthropic is reportedly in advanced talks to acquire Stainless, a startup that builds software development kits for AI companies, including Google and OpenAI. The deal could value Stainless at over US$300 million, according to The Information.
Wednesday 13 May 2026
TECO expands into AI data centers with Malaysia acquisition deal
Taiwan-based industrial manufacturer TECO Electric & Machinery said on May 12 that its board had approved the acquisition of Malaysian engineering firm Dynaciate Engineering Sdn. Bhd. for about RM200 million (approx. US$50.8 million), in a deal expected to close in August 2026. After completion, TECO will gain controlling ownership, with revenue and earnings from the acquired company expected to begin contributing to consolidated results in the second half of 2026.
Wednesday 13 May 2026
Altasec deepens edge AI imaging push into Europe and US security markets
Altasec Technology, a smart security and control solutions provider founded in 2011, will list on Taiwan's Emerging Stock Board on May 14 as it moves to capture demand from AI applications and expand further into the European and US security markets.
Wednesday 13 May 2026
China's fiber optic giant unveils world's largest preform for AI data center boom

China's Fiberhome Telecommunication Technologies has unveiled what it claims is the world's largest optical fiber preform, highlighting China's accelerating push to strengthen its position in AI-driven optical networking and high-speed data infrastructure.

Wednesday 13 May 2026
Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only for its implications for trade, technology controls, and geopolitics, but also as a key signal of how both sides are reassessing the remaining areas where cooperation may still be possible.

Wednesday 13 May 2026
OpenAI trial exposes deep rift between Sam Altman and Elon Musk

The courtroom battle between Sam Altman and Elon Musk intensified this week as Altman rejected Musk's accusations that OpenAI abandoned its original mission to benefit humanity in favor of profit.

Wednesday 13 May 2026
Google unveils Gemini-powered Android future at Android Show: I/O Edition
At the Android Show: I/O Edition on May 12, Google unveiled a comprehensive set of updates to its Android platform and related services, marking a significant shift from operating systems toward what the company describes as an "intelligence system." The announcements, made on May 12, 2026, span artificial intelligence (AI) integration, automotive technology, creative tools, and cross-platform compatibility features.
Wednesday 13 May 2026
Google launches Googlebook, a new AI-native laptop category built around Gemini
Google on May 12 unveiled Googlebook, a new line of laptops it describes as the first designed from the ground up for AI, merging Android's app ecosystem with ChromeOS's browser capabilities and centering Gemini as the core intelligence layer.
Wednesday 13 May 2026
China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.

Wednesday 13 May 2026
SMIC lands nearly US$6bn mega deal to deepen China AI push
China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of its most profitable wafer fabs, while surging domestic AI infrastructure spending is rapidly reshaping the company's long-term outlook.
Wednesday 13 May 2026
Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem
Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging houses led the advance, while silicon wafer suppliers and a handful of fabless names faced ongoing headwinds.
Wednesday 13 May 2026
Taiwan to set up US industrial parks as bilateral ties deepen
The US may soon see Taiwan-style industrial parks, according to officials and industry representatives who recently visited the country to attend a trade summit. The development could see companies in Taiwan's chip ecosystem establish a presence at US locations near TSMC's facilities.
Wednesday 13 May 2026
Foxconn research arm, Quobly launch open-source QPE toolbox for fault-tolerant quantum computing

French silicon-based quantum computing pioneer Quobly and Hon Hai Research Institute (HHRI) on Tuesday announced the release of a jointly developed open-source numerical toolbox designed for Quantum Phase Estimation (QPE), a foundational algorithm for fault-tolerant quantum computing with critical applications in quantum chemistry and materials science.

Wednesday 13 May 2026
Moore Threads builds China-made embodied AI stack with Lightwheel.ai

Moore Threads has entered a strategic partnership with Lightwheel Intelligent (Beijing) Technology (Lightwheel.ai) to jointly develop a domestic simulation and synthetic data infrastructure platform for embodied AI, highlighting China's broader push to reduce reliance on foreign AI computing and robotics software ecosystems.

Wednesday 13 May 2026
AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong momentum for GUC while rivals Faraday and Alchip face a slower start to the year.

Tuesday 12 May 2026
BTL Group ramps AI server testing as orders extend through September
BTL Group, a Taiwan-based electronic testing lab, said AI server demand drove around-the-clock testing in April 2026, pushing monthly revenue to its second-highest level and lifting AI-related testing to more than 10% of total revenue. Executives said order scheduling for AI testing already runs through September, and the firm expected monthly revenue in the second quarter to challenge a new high as 2026 trends upward quarter by quarter.
Tuesday 12 May 2026
AI drives IC price hikes, lifts China chip exports 83.7% in April
Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs show that China's IC export value rose 100.1% year-over-year in April 2026, marking the first time it has doubled and reflecting how price hikes in AI servers, data centers, and memory are spreading rapidly through the IC supply chain.
Tuesday 12 May 2026
Trade talks to test US-China leverage on rare earths, tariffs, and AI
US President Donald Trump is set to travel to China this week to meet with Chinese President Xi Jinping for trade talks. The meeting comes at a time when both powers are grappling with technological competition, trade tensions, and the Middle East conflict. Many observers are not expecting a transformative outcome, but rather a continuation of small gestures to tamp down a trade war that erupted last year.
Tuesday 12 May 2026
China AI model boom pulls smartphone supply chain into ecosystem battle

China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly securing capital while expanding ties with consumer electronics and device ecosystems.

Tuesday 12 May 2026
Kuaishou targets US$20B Kling AI spin-off to tap video generation demand
Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information. The Chinese social media company aims to capture investors' growing interest in AI stocks as video generation platforms reshape the face of social media and entertainment.
Tuesday 12 May 2026
Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue
Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced packaging demand.
Tuesday 12 May 2026
Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for data centers, server power supplies, and other applications. The company also said resistor lead times have stretched from five weeks to about 15 weeks as AI demand tightens capacity.