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Feb 12, 14:00

Taiwan ODMs split in early 2026 as business transition takes hold

Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI servers and automotive electronics intersect with seasonal softness and shifting demand in legacy businesses. January 2026 results from Pegatron and Compal Electronics illustrate how the two companies are navigating that shift with contrasting near-term outcomes.

Nvidia CEO praises Foxconn's AI server leadership at company sports event

Feb 12, 17:03

Acer, Asus January PC surge faces 2Q26 reckoning on memory shortages

Feb 12, 13:45

SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing

Feb 12, 11:49

Musk announces xAI reorganization after merger with SpaceX

Feb 12, 10:14

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PC, CEChina's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure

Feb 12, 16:10

Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset margin pressures. The company also warned of mounting pressure on PC shipments due to a worsening memory-chip shortage.

ICT MANUFACTURINGColumn: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy

Feb 12, 15:56

Rare earth metals are essential to modern industry and defense. They are found in high-performance motors, precision weapon guidance systems, and a range of green energy technologies. Yet the global rare earth supply chain has long suffered severe imbalances.

SERVER, IPC, CLOUD COMPUTING, IOTMistral to invest EUR1.2bn in Swedish AI data centres to expand European compute capacity

Feb 12, 15:52

Mistral AI will invest EUR1.2 billion (US$1.43 billion) to build large-scale AI data centres in Sweden, marking its first infrastructure expansion outside France. The move positions the company at the centre of Europe's push to secure domestic AI compute capacity and reduce reliance on foreign cloud infrastructure, Reuters and AFP reported.

AIZ.ai unveils GLM-5, advances AI agents and China chip compatibility

Feb 12, 14:54

Ahead of the Lunar New Year, Chinese AI startup Z.ai (formerly Zhipu AI) released its open-source model GLM-5, highlighting AI agent capabilities and coding performance. The company said the user experience is "approaching Anthropic Claude Opus 4.5."

PC, CEWeblink posts record January revenue as AI demand boosts data center and consumer markets

Feb 12, 12:39

Weblink International Inc. reported consolidated revenue of NT$2.897 billion (about US$92 million) in January 2026, a 39.86% year-on-year increase and a historic monthly high driven by accelerated AI application adoption across multiple sectors.

ICT MANUFACTURINGFoxconn projects stronger 2026 growth, secures oversubscribed sustainability loan

Feb 12, 12:14

After posting record revenue in 2025, Foxconn held its annual company sports carnival on February 12, continuing for a second consecutive year to replace the traditional year-end party banquet with a large-scale athletic event. Ahead of the event, Foxconn chairman Young Liu said 2026 "will definitely be much better" than 2025.

ICT MANUFACTURINGTaiwan's machinery industry sees stable recovery driven by AI and semiconductor demand, but machine tools lag

Feb 12, 10:30

Taiwan's machinery industry posted continued export growth in January, driven by demand for AI-related electronic equipment and semiconductor-linked products, while the machine tool sector remains under pressure, according to industry associations.

SERVER, IPC, CLOUD COMPUTING, IOTHyundai-controlled Boston Dynamics changes CEO as robots near market

Feb 12, 09:01

Robert Playter will step down as chief executive of Boston Dynamics, effective immediately, the company said Tuesday, marking the end of a tenure that spanned more than three decades at the robotics firm.

AIAI agents hit commercial inflection point, disrupting software models and cloud economics

Feb 12, 07:47

Silicon Valley's long-anticipated commercial phase for AI agents accelerated this month. The viral rise of open-source personal assistant OpenClaw and the rapid adoption of Anthropic's programming tool Claude Code signal a shift from experimental deployments to broad enterprise engagement.

AICommentary: Is the SpaceX-xAI merger a brilliant strategic move or a heavy financial risk?

Feb 12, 07:46

Tesla CEO Elon Musk has announced the merger of xAI and SpaceX, creating a new entity valued at an astonishing US$1.25 trillion. However, some have raised concerns that this bold strategic move may prove to be a financial yoke on SpaceX, especially since, from a technical standpoint, it makes more sense to merge xAI with Tesla than with SpaceX.

ICT MANUFACTURINGAnalysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy

Feb 12, 07:45

As global supply chains shift from globalization toward regionalization and the "China plus one" strategy persists, Singapore's role in Southeast Asia has undergone a fundamental transformation. Once primarily a transshipment hub for trade, the city-state has evolved into a regional coordination and compliance center. Observations indicate that Taiwanese and Chinese companies are now utilizing Singapore to pursue distinctly different strategic approaches.

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