< Back to situations

[ORGANIZATION]

Quanta Computer

Featured in 7 tracked stories · first seen

Situations

[ACTIVE] [BUSINESS] [TW] [US] [KR]

AI infrastructure demand drives tech sector growth and risk

26 clusters · 95 sources · last updated

Latest: TSMC growth outlook driven by AI demand and AMD expansion

The expansion of AI infrastructure continues to drive record growth across the technology and semiconductor sectors. TSMC reported record August 2026 revenue of approximately $16.3 billion, a 53.3% year-on-year increase,

[QUIET] [TECHNOLOGY] [TH] [US] [MY]

Southeast Asia AI expansion and global growth outlook

7 clusters · 343 sources · last updated

Latest: AI infrastructure demand surges as major tech firms expand investments

Southeast Asia continues its integration into the global AI supply chain, with Thailand, Malaysia, Vietnam, and Singapore developing specialized roles in PCB production, semiconductor testing, and AI talent management. T

Also covered in