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May 7

Alphabet's global debt blitz underscores explosive AI funding boom across tech industry

Alphabet has significantly expanded its global borrowing program to finance artificial intelligence (AI) infrastructure, raising nearly US$17 billion through euro- and Canadian dollar-denominated bonds in its latest funding push, according to Bloomberg. The move includes its largest-ever euro bond sale and its first issuance in Canadian dollars, underscoring the scale of capital required for AI-related investments.

Meta seeks to challenge Google, Amazon, and TikTok Shop with consumer AI agents

May 7

SpaceX targets AI chip independence with US$119 billion Texas Terafab

May 7

From market leader to exit: Samsung pulls out of China's home appliances market

May 7

ByteDance's Doubao tests paid AI tiers to challenge ChatGPT subscriptions

May 7

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ICT MANUFACTURINGSamsung workers seek bigger share of AI profits as strike looms

May 8, 11:54

Samsung Electronics is facing mounting pressure from workers seeking a larger share of the AI-driven semiconductor boom, as unions threaten an 18-day walkout and the dispute puts renewed scrutiny on the company's decades-old performance-pay system.

AIShenmao rides the AI infrastructure boom to record revenue growth

May 8, 10:31

Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia and rising processing fees, drove a sharp acceleration in both revenue and profit during the first quarter of 2026.

SERVER, IPC, CLOUD COMPUTING, IOTAnalysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs

May 8, 10:22

AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across the server CPU market and shifting attention back toward x86 computing infrastructure.

AIGoogle launches Fitbit Air, a screenless tracker at $99 targeting mass-market wearables

May 8, 08:53

Google has unveiled the Fitbit Air, a screenless wrist-worn health tracker positioned as the most affordable and lightweight device in the Fitbit lineup, available for pre-order at US$99.99 with a target on-shelf date of May 26 for a special edition variant.

SERVER, IPC, CLOUD COMPUTING, IOTAnpec plans midyear 15% price hike to protect PMIC margins

May 8, 08:32

Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related business, while more meaningful expansion is not expected until 2027. The company also said rising wafer packaging and testing costs will drive a price increase of its products by up to 15% in June-July to preserve gross margins.

ICT MANUFACTURINGAI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy

May 8, 08:32

Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while US peers such as Flex restructure around data center power systems. With hyperscaler capex exceeding US$800 billion annually, supply chains are reorganizing around AI servers, cooling, and high-speed interconnect demand, redefining competitive dynamics across China and the US.

IT COMPONENTS, PERIPHERALSChenbro Micom sees strong second-half 2026 server demand as AI build-out continues

May 8, 08:31

Chenbro Micom said demand driven by AI deployments remained clear for the second quarter and the second half of 2026 as the company accelerated localization of manufacturing and operations to bolster resilience against regional conflicts and potential tariff changes. The firm reported cumulative revenue of NT$9.17 billion (approx. US$290 million) for the first four months of 2026, a 49.7% year-over-year increase, and April revenue of NT$2.06 billion, up 4.6% year-over-year, which it attributed to rising end-market AI application demand that is fueling data center hardware build-outs.

SERVER, IPC, CLOUD COMPUTING, IOTMemory shortages choke AI storage orders, says Hitachi Vantara

May 8, 08:31

AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising component costs are creating growing pressure on customers, according to executives at Hitachi Vantara Taiwan.

EMS WATCHAI boom reshapes global EMS supply chain as Taiwanese firms extend lead

May 8, 07:39

As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing services (EMS) and original design manufacturers (ODM) for the first quarter of the year. The results underscored a sector increasingly being redrawn by the rise of generative artificial intelligence (GenAI), which continues to drive both growth and competitive realignment across the electronics supply chain.

AIColumn: The sim-to-real problem—why robots that pass every test still fail on the floor

May 8, 07:35

Simulators are robotics' most seductive shortcut. Spin up a virtual environment, generate millions of training trajectories at near-zero cost, tune the weather, reposition the obstacles, and repeat — all without touching a single physical robot.

SERVER, IPC, CLOUD COMPUTING, IOTMediaTek opens AI R&D data center in Taiwan with Nvidia DGX SuperPOD

May 7

MediaTek announced the opening of a new research and development data center at the Tongluo Science Park in Miaoli, Taiwan, aimed at supporting growing demand for edge AI and cloud AI development.

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