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Lily Hess

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Indexed articles, last 90 days
3
Latest publication
Aug 3, 2026
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Earliest in this view
Jul 6, 2026
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Latest articles

  1. Article · Aug 3, 2026 · Lily Hess

    Amazon deepens OpenAI ties with US$50B AWS expansion (opens the original)

    Excerpt · Positive tone

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    Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company and further deepens the two sides' long-term cooperation in cloud, AI chips, and infrastructure. For Amazon, this is not just an equity investment, but a strategic move to trade capital for AI compute demand and cloud growth.

  2. Article · Aug 3, 2026 · Lily Hess

    Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp (opens the original)

    Excerpt · Positive tone

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    MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production in 2028, and that the Intel embedded multi-die interconnect bridge (EMIB) advanced packaging process it uses has already reached a very good yield level. MediaTek also said its first-generation product remains on track for volume ramp-up in the fourth quarter of 2026 and is expected to generate US$2 billion in revenue.

  3. Article · Jul 6, 2026 · Lily Hess

    Taiwan drone makers gain as Europe focuses on trust and supply chain resilience (opens the original)

    Excerpt · Positive tone

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    Global drone demand continues to heat up, and Taiwanese manufacturers are aggressively expanding overseas. Industry players say the market's most urgent focus has shifted from price and delivery time to competition among trusted supply chains.

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