中文網
  • 繁體
  • 简体
    •
    Trending
    CONNECT WITH US
    Taiwan robotics hub aims to move suppliers beyond components
    10min ago
    U-leam to rely on LEO satellite business while building quantum and medical pipelines
    10min ago
    Anthropic buys Stainless, forcing OpenAI and Google to rebuild or migrate SDK tooling
    12min ago
    Anthropic loosens Mythos secrecy rules for AI threat sharing
    14min ago
    Microsoft warns GitHub could be displaced as rivals gain ground with AI coding tools
    14min ago
    Google I/O 2026: Agents, multimodal models, and a sweeping search overhaul
    16min ago
    Memory shortage cuts smartphone OLED shipments in 1Q26
    May 19, 18:31
    Nafco sees aerospace orders visibility stretching 8 to 9 years, expands Malaysia plant
    May 19, 18:31
    Tesla is no longer the first choice, Taiwanese firms target China’s AI robot supply chain
    May 19, 18:31
    China seeks South Korean chip suppliers to bypass US controls
    May 19, 18:31
    Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
    May 19, 18:31
    Commentary: Post Trump-Xi summit China harden its tech self-reliance stance
    May 19, 18:31
    Home Tech ICT Server, IPC, cloud computing, IoT
    Wednesday 20 May 2026
    Nvidia earnings set to beat again on AI rack boom
    Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
    Wednesday 20 May 2026
    South Korea turns defense contracts into quantum's commercialization launchpad
    South Korea's leading defense contractor, LIG Defense & Aerospace, and the state-backed Agency for Defense Development are accelerating efforts to move quantum defense technologies from labs into operational deployment, as industry players argue that military and public-sector demand will be the key catalyst for commercialization before broader private-sector adoption takes hold.
    Wednesday 20 May 2026
    China's OSATs chase bigger role as AI chips strain packaging supply

    China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain.

    Wednesday 20 May 2026
    Phison taps overseas bond market for US$800 million storage push

    Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller supplier moves to support expanding demand for AI storage and related solutions.

    Wednesday 20 May 2026
    Commentary: Musk, Huang, and H200—Nvidia's last chip in China
    US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's H200 chips and China's broader AI supply chain continue to reshape the market narrative.
    Tuesday 19 May 2026
    Dell AI Factory crosses 5,000 enterprise clients on Nvidia-fueled demand
    Dell Technologies has added 1,000 customers over the past quarter for its AI Factory servers, which use Nvidia chips and software to power AI applications for enterprises. The hardware company has been working to establish itself as a go-to partner for traditional businesses looking to weave AI into their workloads.
    Tuesday 19 May 2026
    AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties
    Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices (AMD) CEO Lisa Su, drawing market attention to a possible shift in the atmosphere surrounding US-China AI chip cooperation.
    Tuesday 19 May 2026
    Google and Blackstone reportedly plan AI cloud venture to expand TPU business
    Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure market, according to reports from Bloomberg, Reuters, and The Wall Street Journal.
    Tuesday 19 May 2026
    Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption wave
    Nvidia's fanless Vera Rubin AI server racks, slated for mass production in the second half of 2026, are expected to accelerate global adoption of liquid cooling across server components, creating demand beyond GPUs for CPUs, memory, network cards, and switches, and reshaping thermal management supply chains worldwide and vendor economics.
    Tuesday 19 May 2026
    China doubles down on AI-driven manufacturing upgrade
    Chinese officials have renewed calls to integrate artificial intelligence (AI) more deeply into manufacturing as Beijing seeks to modernize traditional industries, strengthen industrial competitiveness, and cultivate new growth drivers.
    Tuesday 19 May 2026
    China's AI token boom fuels push for national compute network

    China is accelerating plans for a national computing power network as artificial intelligence (AI) token usage surges, casting AI compute as part of the country's next layer of public infrastructure.

    Tuesday 19 May 2026
    Baidu says AI is now the majority of its business
    Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model support on its model-as-a-service platform Qianfan, and stronger commercial adoption of its Kunlunxin AI chips.
    Tuesday 19 May 2026
    Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness
    Analysts offered mixed assessments of Baidu after the Chinese internet company posted first-quarter revenue that topped market expectations, with some pointing to stronger AI monetization. In contrast, others warned that profitability remains under pressure from rising investment and lower-margin AI businesses.
    Tuesday 19 May 2026
    Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027
    A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung, the two largest smartphone brands. According to a Citrini Research estimate cited by Wccftech, Rubin is expected to require more than 6 billion gigabytes of LPDDR in 2027, outstripping Apple's 2.966 billion gigabytes and Samsung's 2.724 billion gigabytes combined.
    Tuesday 19 May 2026
    SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs
    AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues that the widening price gap between NAND and hard disk drives (HDDs) has further weakened the economic case for solid-state drives (SSDs) to replace HDDs in AI data centers.
    Monday 18 May 2026
    TI says safety will decide 800V AI data center adoption and supplier wins
    Pradeep S. Shenoy, a computing technology expert at Texas Instruments's (TI) US headquarters, recently shared his views on 800V architectures for AI data centers in a media appearance. He said 800V solutions will not see broad adoption in AI data centers in 2026, but rollout will accelerate year by year from 2027.
    Monday 18 May 2026
    Hiwin doubles robotics revenue share in 1Q26 on semiconductor automation demand
    Taiwan precision motion-control leader Hiwin Technologies is accelerating growth on the back of semiconductor automation and robotics demand, with robot-related products emerging as a rapidly expanding revenue driver as the company deepens its push into wafer-handling systems, logistics robots, and humanoid robot components.
    Monday 18 May 2026
    Taiwan firms seek tax breaks for AI compute center bids
    Taiwan's Ministry of Digital Affairs (MODA) has revealed that three applicants have submitted bids for its AI compute center BOO (build-own-operate) program, which closed on May 14, 2026. The disclosure comes as Foxconn is widely reported to be highly interested in building a large AI compute center.
    Monday 18 May 2026
    Asus leverages manufacturing expertise and memory supply edge to grow its South Korean server business
    Asus is accelerating its push into the server market in South Korea, leveraging its manufacturing prowess, long-term ties with major memory makers, and flexible design and supply strategies to take advantage of mass procurements in South Korea's government-led sovereign AI infrastructure initiative and GPU server roll-outs at Hyundai Motor, telecom operators, and financial institutions in the country.
    Monday 18 May 2026
    Kioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom
    Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash and solid-state drives.
    Monday 18 May 2026
    DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes
    Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments that could affect cloud providers, vendors, and data center economics worldwide.
    Monday 18 May 2026
    Ennoconn outlines Kontron integration and physical AI push to target 20% ROE by 2030
    Ennoconn Technology held a quarterly investor briefing, during which executives said the first-quarter results were weighed down by deferred, high-margin orders for intelligent software and solutions, memory price fluctuations, and one-time costs tied to integrating Kontron, the German subsidiary. The firm reported consolidated first-quarter revenue of NT$37.11 billion (US$1.17 billion), a gross margin of 20.1%, operating profit of NT$1.99 billion, and net income attributable to the parent of NT$750 million, with earnings per share of NT$5.15.
    Monday 18 May 2026
    Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter
    Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third quarter and aggressive ASIC deployments by cloud providers, the global AI server supply chain expects sustained growth into the second half of 2026.
    Sunday 17 May 2026
    Adlink bets on physical AI with robotics, healthcare, and semiconductors
    Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first quarter of 2026. The company struck a cautiously optimistic tone for the second half and said long-term growth will center on expanding AI deployment across more real-world use cases.
    Sunday 17 May 2026
    Advantech charts five-year edge AI roadmap alongside CEO-to-chair transition plan
    Advantech is deepening the integration of hardware and software for edge AI and is moving to unify its global partner conference with exhibition activities at COMPUTEX Taipei 2026. The company said the reorganization and new strategic priorities are designed to accelerate the industrial deployment of physical AI.
    More Server, IPC, cloud computing, IoT coverage
    supermicro
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
    marketing
    MULTIMEDIA
    Post Space-Comm 2026: Insights & Takeaways
    INDUSTRY GUIDEBOOKS
    The rise of top 10 IC design houses in China
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook