OpenAI’s aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center procurement plans may be reassessed, reportedly raising questions for a supply chain led by Quanta Computer, Wistron and Foxconn.
South Korea’s export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even as geopolitical risks and cost pressures mount.
Japan’s Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing economics, even as a cautious outlook weighed on sentiment.
Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound in China driving a broad-based earnings outperformance.
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