13+ hour, 1+ min ago  (171+ words) As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously, supply constraints across upstream materials " including glass fiber cloth, copper foil, and drill…...

11+ hour, 14+ min ago  (367+ words) digitimes Cyient Semiconductors closes US$85 M majority stake in Kinetic Technologies, accelerating India-led power IC scale India-based Cyient Semiconductors' US$85 million majority investment in Kinetic Technologies could expand end-to-end power semiconductor design and production capabilities from India, offering global customers…...

10+ hour, 11+ min ago  (515+ words) Alibaba and Meta are both recalibrating their artificial intelligence strategies, with recent product decisions pointing to a broader industry shift toward closed or hybrid models " even among companies long associated with open-source development. Alibaba, historically known for its open-source approach…...

10+ hour, 26+ min ago  (156+ words) Hon Precision's strong March and first quarter 2026 results signal accelerating global demand for AI infrastructure components, with potential ripple effects on data center procurement and semiconductor test-equipment supply chains worldwide. The company's expanding orders for co-packaged optics, satellite communications, and…...

9+ hour, 30+ min ago  (173+ words) Although Taiwanese firms have largely missed the core AI chip development battlefield, a few with critical technological barriers have broken through'most notably Aspeed and ASMedia. These two companies boast remarkable profitability and capital market performance that even outpace Media Tek,…...

7+ hour, 56+ min ago  (162+ words) Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global device supply chains and enterprise AI deployments. As major assemblers outperform expectations and reshape…...

6+ hour, 52+ min ago  (157+ words) Large language models (LLMs) have demonstrated three surprising capabilities in recent years: generalization'providing reasonable answers to unseen questions; multitasking'handling programming, translation, financial analysis, and legal interpretation within a single model; and reasoning'breaking down complex problems into stepwise solutions. Together, these…...

12+ hour, 59+ min ago  (144+ words) digitimes Geopolitics and AI is redrawing the global chip packaging landscape The AI computing boom is reshaping where semiconductors get packaged. Geopolitical pressure and supply chain diversification are pushing capacity well beyond its traditional strongholds in Taiwan and China. Keep…...

8+ hour ago  (120+ words) digitimes Chenbro Micom sees AI-driven hardware surge bolstering global data center deployments Keep me signed in - Track financials & stock data of Taiwan tech. - Nvidia narrows Co Wo P PCB partners to three amid advanced packaging crunch - TSMC plans 12 fabs in…...

9+ hour, 41+ min ago  (170+ words) Meta Platforms has unveiled Muse Spark, the first AI model from its newly formed Meta Superintelligence Labs, marking a major step in its efforts to regain momentum in an AI race dominated by Open AI, Anthropic, and Google, according to....