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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.

Thursday 21 May 2026

Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows

Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives disclosed the supplier expects quarterly growth throughout 2026, lifted its revenue-growth target from 50% to 70%, and sees potential for higher gross margins as shipments expand.

Thursday 21 May 2026

TSMC's cautious capex is averting an AI bubble, says investor

TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedented strain.

Thursday 21 May 2026

Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI

Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.

Thursday 21 May 2026

From US$10m to US$2.2bn in 17 months: Starcloud bets on orbital fix for AI's energy crisis

Philip Johnston, co-founder and CEO of Starcloud, opened the second day of the Plug and Play Silicon Valley May Summit in Sunnyvale with a proposition that would have sounded implausible three years ago: the most economical place to build AI data centers may soon be in orbit.

Thursday 21 May 2026

Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin

Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp the company calls the fastest in its history, the first production silicon of Vera Rubin in the second half of this year, and a brand-new Arm CPU, Vera, that opens a US$200 billion TAM Nvidia has never touched.

Thursday 21 May 2026

OSE targets AI server SMT growth as memory demand lifts outlook

Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its importance in surface-mount technology (SMT) for AI server boards with major US clients.

Thursday 21 May 2026

Iron Force eyes North America production, AI server cooling shipments in 2Q26

Iron Force Industrial saw short-term pressure in its operations during the first quarter of 2026, due to tariff swings in the US-China trade war, adjustments to its product mix, and foreign exchange losses from a stronger Chinese Yuan. The automotive safety parts and thermal solutions maker also pointed to new progress in its efforts to enter the AI server cooling market, with liquid-cooling products set to become a new growth driver as shipments begin in the second quarter.

Thursday 21 May 2026

Limited joint-load capacity threatens humanoid robots' ability to replace human labor

Humanoid robot developers and suppliers are increasingly focused on joint-module load-bearing capabilities as a key barrier to replacing human workers, according to supply-chain sources. Industry participants cite limited payload capacity, reduced durability of reducers, and structural strength as primary constraints on commercialization.

Thursday 21 May 2026

Nvidia revenue surges 85% as data center sales jump 92%

May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year, and non-GAAP EPS was US$1.87, up 140% year-over-year. Both topped consensus estimates, with revenue near US$79 billion and non-GAAP EPS of US$1.77, S&P Global Market Intelligence reported.

Wednesday 20 May 2026

Tech Forum 2026: AI server racks push liquid cooling into mainstream

META Green Cooling Technology (MGC) president Clyde Chu said Nvidia's chip roadmap shows that cooling requirements are doubling in less than a year, with the NVL72 rack based on the Vera Rubin architecture, expected in the second half of 2026, requiring 130-140 kW of cooling capacity per rack. By 2027, the Vera Rubin Ultra platform could push single-rack power consumption to 200-300 kW.

Wednesday 20 May 2026

Microsoft advances India data center timeline within expanded regional investment framework

Microsoft's data center expansion in India represents the continuation of a strategic regional investment trajectory, updating previously announced capital commitments rather than introducing new funding. The company is accelerating infrastructure deployment in India's fast-growing AI market, where it competes with Alphabet and Amazon for dominance in cloud services and artificial intelligence.

Wednesday 20 May 2026

Amazon's AI chip push gains ground as Nvidia remains central to AWS

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements, tight GPU supply, and cost pressure prompt more developers to test the company's Trainium processors, according to The Information.

Wednesday 20 May 2026

Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.

Wednesday 20 May 2026

Google and Blackstone could lift ASIC demand with TPU leasing joint venture

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.

Wednesday 20 May 2026

Commentary: China hardens AI self-reliance push after Trump-Xi talks

After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a clear signal of where Beijing wants its technology policy to move over the next three years.

Wednesday 20 May 2026

Taiwan robotics hub aims to move suppliers beyond components

Taiwan has opened a new robotics R&D center in southern Taiwan, aiming to help local manufacturers move beyond component supply and into higher-value robotics systems as automation demand spreads across healthcare, logistics, food service, and public safety.

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.

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