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Data Center Spending to Reach $31.6 Trillion by 2050 on AI Boom
September 3, 2026 -- Today’s top stories: Data Center Spending to Reach $31.6 Trillion by 2050 on AI Boom, John Ternus Takes Over as Apple Enters Era of AI, Foldable Phones, and China's Xi Pitches AI Hub as SCO Casts Itself as Pillar of Stability.
SEMICON Taiwan 2026: Micron Counters Rivals, Declares AI Still 'Massively Undersupplied'
Micron says AI's future will be constrained not by software, but by hardware. At SEMICON Taiwan 2026, the company argued that global AI memory capacity remains severely undersupplied and called for massive investment in memory manufacturing, advanced packaging, and research to meet surging demand.
Taiwan's "Big Six" Vie for Dominance in Upcoming Quantum Computing Showdown
Tech giants from Amazon to Microsoft are aggressively exploring opportunities in quantum computing. How are Taiwan's "Big Six" electronics manufacturers getting ready for the showdown?
Nvidia Invests $3.5B in MediaTek Convertible Bonds
September 2, 2026 -- Today’s top stories: Nvidia Invests $3.5B in MediaTek Convertible Bonds, US Calls on Bank of Japan to Hike Rates, and Nissan and Honda Team Up on Car Software.
Taiwan's Drone Problem Is Replenishment, Not Production
Taiwan has proven it can manufacture drones at scale. The bigger challenge is whether it can sustain wartime replenishment through reliable procurement, secure supply chains, and continuous military orders.
When Did We Stop Waiting for Answers?
From library card catalogs and microfilm to smartphones and AI, finding answers has become almost effortless. That’s an extraordinary thing, but I sometimes wonder whether getting used to immediate answers has made us less comfortable with questions that need a little more time.
King Slide’s 87% Gross Margin Tops Nvidia’s. What Makes Its Server Rails So Hard to Replace?
King Slide has achieved a record-breaking 87.4% gross margin—higher than Nvidia’s—by turning server rails into a mission-critical AI infrastructure component. Its strong patent portfolio, customization capabilities, and manufacturing expertise have created a competitive moat that gives it exceptional pricing power.
Google Maps Renames Lake Ontario to 'Lake America' in US
September 1, 2026 -- Today’s top stories: Google Maps Renames Lake Ontario to 'Lake America' in US, AI-Driven Cyber Risk Poses Top Threat to Financial Stability, and China’s Factory Activity Contracts in August Despite Export Demand.
Why Do Taiwanese Drone Exports Still Rely on China's "Pink Supply Chain"?
The value of Taiwanese drone exports has jumped 28-fold over the past year thanks to high demand from the Ukrainian front in the war against Russia. But lurking behind such success is a reliance on a "pink supply chain" — components sourced from China. Can Taiwan build its own competitiveness?
Two-Way Bet: Why Chip Materials Suppliers Are Localizing in Taiwan and Arizona
As geopolitical shocks threaten global maritime routes, chipmakers and specialty chemical suppliers are ditching isolated expansions in favor of shared overseas hubs and deep domestic synthesis.
Google to Shift Pixel Production to Vietnam in 2027
August 31, 2026 -- Today’s top stories: Google to Shift Pixel Production to Vietnam in 2027, China’s CXMT Begins Mass Production of LPDDR6, and OpenAI Economist Sees ‘Care Economy’ Growing in AI Era.
Taiwan Approves $7.6B Drone Budget as China Threat Grows
August 28, 2026 -- Today’s top stories: Taiwan Approves $7.6B Drone Budget as China Threat Grows, Magnitude-5 Quake Hits Tibet After Himalayan Flood Kills Hundreds, and Nvidia Revenue More Than Doubles as It Eyes 70% Sales Growth Next Year.