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Cerebras Systems is preparing to raise up to US$4 billion in an initial public offering, targeting a valuation of about US$40 billion, in what could become one of the largest AI chip listings to date....

Copenhagen Infrastructure Partners (CIP), one of the world's largest dedicated renewable energy fund managers and a major developer of offshore wind projects across Asia Pacific, says the US–Iran war has prompted governments worldwide to place greater emphasis on energy independence and supply chain resilience. Marina Hsu, CIP's Asia Pacific managing director, adds that demand for green energy from Taiwan's high-tech and ICT sectors continues to rise....

DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment (CPE) market posted its first year-on-year shipment decline in the first quarter of 2026, with shipments of 2.835 million units, down 8.7%. The impact has likely passed its peak, however, as shipments are forecast to rebound to 3.24 million units in the second quarter of 2026, with the annual decline narrowing to 4%....

Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up compute demands, according to The Information. Although Fractile's AI chips are not expected to be available until next year at the earliest, the deal could give the maker of Claude more leverage with suppliers as it seeks to expand AI capacity to meet soaring demand....

Meta Platforms has acquired Assured Robot Intelligence (ARI), a startup focused on AI models for humanoid robots, marking another step in the company's broader push into physical-world artificial intelligence (AI)....

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point....

Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory, but also for passive components, sensors, and power semiconductors....

Below are the most-read DIGITIMES Asia stories from the week of April 27-May 4, 2026:...

Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the television market....

In a landmark shift coinciding with its second quarter of fiscal 2026 results, Apple has announced that it will no longer maintain its formal "net cash neutral" target. This financial pivot comes as the company prepares for a significant leadership transition: John Ternus, the current hardware engineering chief, will succeed Tim Cook as CEO on September 1, 2026....

Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion) has opened between the two Korean chipmakers, driven largely by commodity DRAM rather than high-bandwidth memory (HBM), according to Sedaily....

Samsung Electronics' foundry business is drawing renewed attention as its 4nm process reportedly reaches higher utilization, supported by HBM4 base-die demand and orders from global technology companies....

PlayNitride's sharp first-quarter loss and strategic Singapore expansion carry implications for international Micro LED supply chains and partnerships, signaling industry consolidation as the company relies on customer ramps, China deployments, and new collaborations in optical communications to drive recovery and future growth across wearables, automotive, and AR markets through 2027 and beyond....

One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings call, he said the debate a year ago centred on whether Intel could survive. Today, the focus has shifted to how quickly it can expand capacity and scale its supply chain to meet surging demand....

Taiwan's government is advancing its Five Trusted Industry Sectors program, which identifies semiconductors, AI, defense, security, and next-generation communications as the country's core growth drivers. The push for self-sufficiency in semiconductor materials and equipment has already generated NT$22 billion (US$696.92 million) in new output in 2025, with some of the machinery reportedly shipped to China....

Realtek's projection of a sharp fall in full-year 2026 PC shipments amid tight memory supply signals wider device-market shifts: global brands are prioritizing mid- and high-end models and premium components, boosting demand for higher-content semiconductors as unit volumes fall, with implications for laptop pricing, vendor strategies, and component suppliers worldwide....

Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor capacity, particularly at leading-edge process nodes....

Foxconn's Hon Hai Research Institute has launched its second-generation low-Earth-orbit satellites, PEARL-1A and PEARL-1B, from Vandenberg Space Force Base in California aboard a SpaceX Falcon 9 rocket. The mission has entered an on-orbit validation phase as part of a satellite networking strategy....

Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens its position in global electronics production....

MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues to strengthen....