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Monday 25 May 2026

Interview: xFusion's exports up nearly a third with low-cost AI servers

Chinese server maker xFusion has seen its overseas sales grow by almost a third in 2025 compared to the year before. Its rising exports are part of a larger trend of Chinese servers gaining traction in foreign markets due to their relatively low prices, the global spread of Chinese AI models, and a desire among countries to diversify their AI infrastructure.

Monday 25 May 2026

AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics

MicroLED short-range optical interconnects are attracting global R&D investment for their low power consumption and high-speed modulation, and AUO has formed a supply-chain alliance to pursue chip-scale optics for scale-up networking within racks. Microsoft, among other major players, is testing the approach for AI data-center links.

Monday 25 May 2026

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadcom also stand to benefit.

Monday 25 May 2026

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.

Monday 25 May 2026

Singapore launches physical AI testbed at Punggol Digital District

Singapore will launch a new testbed at the Punggol Digital District (PDD) later in 2026 to research, test, and deploy physical artificial intelligence (AI) systems, as the government seeks to accelerate the adoption of robotics and embodied AI in real-world environments. The initiative is being led by the Infocomm Media Development Authority (IMDA), JTC, and the Singapore Institute of Technology (SIT) in collaboration with eight industry partners.

Monday 25 May 2026

Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources

Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are three critical resources: power, human labor, and financial resources. Among these, power and labor have become the biggest obstacles for manufacturers, which is intensifying competition across the supply chain for electricity and talent.

Monday 25 May 2026

Grok falters across government and enterprise as SpaceX pivots to lease idle compute

Elon Musk's AI startup xAI faced weak uptake for its chatbot Grok across US government, corporate, and consumer markets, and SpaceX moved to lease idle computing capacity to Anthropic after Grok underused the infrastructure, raising questions about the viability of SpaceX's IPO valuation, according to reporting by Reuters and The Wall Street Journal.

Monday 25 May 2026

India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge

India is advancing its technology and semiconductor ambitions through new fab projects, packaging facilities, data center investments, and industry partnerships. However, analysts say the next phase of the India Semiconductor Mission will depend on addressing weaknesses in equipment, materials, supply chains, talent, and R&D, as the country seeks to convert investment momentum into a sustainable semiconductor ecosystem and broader digital manufacturing growth.

Monday 25 May 2026

Embedded substrates draw AI chip interest as packaging turns strategic

Rising interest in embedded substrates among Nvidia, AMD, and Intel signals potential shifts in AI data‑center supply chains, as the technology promises improved signal integrity and power stability for high-performance chips. Global hardware makers and suppliers may need to adapt their manufacturing and investment priorities to support advanced packaging worldwide.

Sunday 24 May 2026

Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?

The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating production in the hands of a shrinking club of players. On the other hand, US-China technology rivalry is redrawing the map of who gets to make what — and for whom.

Sunday 24 May 2026

AI server boom squeezes Samsung Electro-Mechanics' component supply

Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package substrates pushes parts of its component business closer to full capacity.

Saturday 23 May 2026

Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history

Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.

Friday 22 May 2026

WPG Holdings flags server supply gaps amid memory price hikes, 800V shift

Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum, and forecast that smartphone and PC production will shift from flat growth to a decline in 2026.

Friday 22 May 2026

Nvidia's rapid AI iteration cycle strains supply chain partners

Nvidia's record revenue, profit, and margins are masking growing strain across its supply chain, as increasingly compressed product cycles and surging AI demand force suppliers to accelerate development, boost spending, and manage rising quality risks, according to executives and industry observers tracking preparations for the company's next-generation AI platforms.

Friday 22 May 2026

AUO ditches panel era with three new business lines for next decade

Looking ahead to 2026, AUO said the global economy is stabilizing and returning to growth, but that international trade disputes and regional conflicts still pose risks. It added that the consumer electronics market is also being weighed down by AI-driven inflation and weak demand, creating more uncertainty for an industry recovery.

Friday 22 May 2026

BenQ Qisda Group to spotlight AI deployments at COMPUTEX 2026

BenQ Qisda Group will participate in COMPUTEX 2026 under the theme "AI In Action," showcasing how artificial intelligence (AI) is being applied in real-world deployments. BenQ Qisda will bring together group companies to showcase a comprehensive AI portfolio ranging from computing infrastructure to industry solutions.

Friday 22 May 2026

As AI reshapes data center power, Liteon bets on silicon photonics

Liteon Technology is positioning 2026 as a reset year after marking its 50th anniversary in 2025, as the company pushes deeper into AI data center power systems and begins developing silicon photonics products.

Friday 22 May 2026

French AION consortium to bid for EU funding to build ?10B AI data center campus

A French consortium called AION said it would bid for EU AI infrastructure funding to build a large AI data center campus in France worth as much as EUR10 billion (US$11.6 billion). The group formed in 2025 and is pursuing the project as part of the EU's effort to boost domestic AI capacity and reduce reliance on US technology, executives said.

Friday 22 May 2026

UiPath offers on-premises Agentic AI to help regulated firms meet security and compliance needs

UiPath announced an on-premises Agentic AI deployment service and Automation Suite designed to help regulated industries adopt AI while maintaining data security and compliance. The vendor said the move, revealed in late May, targeted sectors including banking, financial services, insurance, healthcare, and the public sector in Taiwan and Greater China, where strict data residency and governance rules have limited cloud-only AI adoption.

Friday 22 May 2026

Two-year-old Chinese robotics firm claims to supply nine of world's top ten tech giants

Wayne Wang, senior director of commercialization at Robot Era, used the 5th Mobis Mobility Day in Sunnyvale to present a two-year-old Chinese robotics company that has already supplied hardware to nine of the world's top ten technology companies — including Apple, Nvidia, Amazon and Microsoft.

Thursday 21 May 2026

xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain

Chinese server maker xFusion reached a revenue of CNY58.2 billion (approx. US$8.6 billion) for the year 2025. The figure indicates the company's rising profits as it benefits from China's push for a domestic AI supply chain and the benefits for companies breaking into the country's high-end server market.

Thursday 21 May 2026

Nvidia's China hopes dim as Beijing doubles down on domestic AI chips

Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.

Thursday 21 May 2026

AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity

AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for next-generation artificial intelligence (AI) infrastructure. The initiative aims to strengthen manufacturing capabilities, accelerate the deployment of AI systems, and support the growing demand for high-performance computing hardware.

Thursday 21 May 2026

Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers

Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers from a rapidly expanding sector named ACIE, which stands for artificial intelligence clouds, industrial, and enterprise. While hyperscale platforms currently lead initial deployment, management projects that the ACIE segment will eventually outgrow them, owing to the massive scale of the global corporate economy.

Thursday 21 May 2026

Tech Forum 2026: Taiwan suppliers could win a critical role in humanoid robot supply chains as commercialization accelerates

AI-driven humanoid robots are entering a visible phase of commercialization. At the same time, software lags hardware, creating an opening for Taiwan component suppliers to target the joint module market through alliances, according to remarks at a DIGITIMES forum ahead of Computex 2026.

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