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06.02.26 - 04:06
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PSMC narrows losses as DRAM prices and AI demand boost revenue (Digitimes)
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Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025, buoyed by rising memory prices, a stronger US dollar, and income from an overseas partnership with India's Tata Group....
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06.02.26 - 02:30
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AI Race Sends Big Tech′s Capital Spending to Stratospheric High (Bloomberg)
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Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a mind-boggling tide of cash earmarked for new data centers and the long list of equipment needed to make them tick, including artificial intelligence chips, networking cables and backup generators....
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06.02.26 - 02:30
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Foxconn sees 35% revenue increase in January on AI server demand (Digitimes)
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Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for artificial intelligence (AI) servers, which have boosted shipments of cloud and networking products. Despite entering the traditional off-season, the company's first-quarter 2026 outlook remains robust....
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06.02.26 - 02:30
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Wistron posts strongest January on AI server growth (Digitimes)
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Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The company attributed this performance to its AI servers becoming the largest growth driver for the group, alongside early PC customer orders that softened typical seasonal slowdowns in the first quarter of 2026....
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06.02.26 - 01:06
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Xero CEO: Our Company Can′t Be Easily Cloned With AI (Bloomberg)
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Sukhinder Singh Cassidy, CEO of Xero, joins Bloomberg Businessweek Daily to discuss how the firm's small business tools won't be overtaken, but rather enhanced by AI. Cassidy mentions that Xero sees AI as a net benefit for its product suite because the firm builds its LLM "on the back of" AI models. Her comments come as AI fears consume investors in software stocks. Cassidy speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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06.02.26 - 01:06
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Beyond 260,000 GPUs: How Nvidia powers South Korea′s physical AI push (Digitimes)
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In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South Korea accelerates the development of "data factories" and practical talent programs for physical AI, Nvidia plans to deepen partnerships to support ecosystem expansion and sustain its own growth....
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