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Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement flexibility....

Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam, Andhra Pradesh, according to people familiar with the matter cited by The Economic Times. The project is expected to be developed in phases and, once completed, could become India's largest data center complex....

Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative operating cash flow underscored pressure on earnings quality....

Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including a 95.5% annual drop in profit attributable to its parent company, hitting CNY27.83 million (US$4.1 million)....

China's leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor industry continues its shift toward advanced packaging....

Taiwan and Germany reported robust bilateral trade growth in the first quarter of 2026, signaling reinforced high-tech supply-chain ties with global implications for AI-driven manufacturing and semiconductors. Rising Taiwanese electronics exports and targeted German machinery shipments suggest deeper industrial cooperation that could affect international technology sourcing and production networks....

China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation memory technologies....

The US Federal Communications Commission (FCC) has further clarified restrictions on non-US network equipment by officially including mobile hotspots, portable Wi-Fi devices, and home customer-premises equipment (CPE) using LTE/5G connections in its sales ban. This move signals that the US is extending its national security-driven tech controls from fixed broadband gear to mobile network terminals....

Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises and cloud providers worldwide. The expansion may affect global AI deployment timelines and supply-chain choices by boosting domestic system design, manufacturing, testing, and distribution capabilities....

TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at $207.65 each for a total of $231 million, the company disclosed on April 29. The transaction generated roughly $174 million in retained earnings....

Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes of unstructured data....

Taiwan's minister of economic affairs, Ming-hsin Kung, emphasized that the industrialization threshold for quantum computing is exceptionally high, and Taiwan's industry is currently exploring how to participate in and align with international developments. He stressed that Taiwan should engage with the field before standards are finalized, leveraging its advantages in process technology and advanced packaging — both of which are key factors in quantum computer manufacturing. The country's system integration capabilities are also crucial for practical quantum technology applications....

As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost reduction, breaking international monopolies, and the ability to respond rapidly to disruptions, TSMC has taken multiple actions to nurture local suppliers. Notably, TSMC has played a critical role as a "supply chain stabilizer," stepping in during key moments....

BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market volatility weighed on earnings even as the company continued to expand overseas....

Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers compete for limited capacity....

Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and AI-related workloads....

The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia, Qualcomm, and Tesla adopt LPDDR in next-generation processors, according to Chosun Biz....

Taiwan's Water Resources Agency (WRA) disaster emergency response team held its third working meeting on April 27, deciding to downgrade the water status signal in Hsinchu from a "pressure-reducing" yellow light to a "conservation" green light. This change follows a rise in water levels at Baoshan Reservoir and Second Baoshan Reservoir to nearly 70%. The voluntary water-saving target for science parks and industrial parks was also lowered from 7% to 5%....

China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability, software maturity, and cost efficiency are emerging as the real constraints....

The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering an immediate halt to tool shipments destined for Hua Hong Semiconductor, China's second-largest foundry....