Samsung Electronics is beginning to see early signs of stabilization in its Visual Display (VD) and Digital Appliances (DA) divisions, after a period of underperformance. Market estimates suggest the two units have narrowed their losses, with some businesses potentially returning to profitability, helping lift overall results. Yet surging logistics costs and intensifying price competition from Chinese rivals continue to weigh on margins.
Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with the matter. "The plans are in early stages, and the company may still decide only to buy AI chips and not design any," Reuters reported, adding that the startup has not yet committed to a specific architecture or assembled a dedicated semiconductor team.
CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation artificial intelligence (AI).
As global corporations accelerate spending on artificial intelligence (AI) infrastructure, supply constraints are no longer limited to memory chips. Signs of tightening availability are now emerging in multi-layer ceramic capacitors (MLCCs), small but essential components used across a vast range of electronic systems. Lead times for these parts are lengthening across the industry, according to market data.
As the US and China compete for leadership in humanoid robotics, Taiwan faces a critical decision about how to position itself in the industry's next phase. Experts say future robotics development will hinge on the integration of hardware, computing power, and ecosystems. Taiwanese firms, with established strengths in AI hardware, are expected to serve as key partners to the US, while their role in the humanoid robotics supply chain could begin to take shape within five years.
Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion), marking a 71.9% increase month-over-month and a 41.7% rise year-over-year. For the first quarter of 2026, Inventec posted revenue of NT$200.31 billion, up 16.9% quarter-over-quarter and 27.6% year-over-year, setting a new quarterly record. The company expects continued quarter-over-quarter growth supported by sustained demand for AI server infrastructure.
Alibaba's Qwen models occupy the top four positions on South Korea's K-AI Leaderboard, overtaking domestic AI models from LG AI Research, SK Telecom, and Naver.
Industrial PC (IPC) maker Flytech Technology's 11% year-over-year revenue increase in the first quarter of 2026, driven by strong Asia-Pacific shipments, signals potential supply and solution opportunities for global customers and partners as the company scales edge computing offerings and adapts resource allocation to navigate supply chain and tariff uncertainties worldwide and sustain growth globally.
Weblink International reported rising PC costs from tight memory supply and strong commercial demand driven by AI, boosting March and first-quarter 2026 revenue; global readers should note implications for supply-driven price dynamics, enterprise AI adoption, and diversified product strategies shaping hardware and subscription revenue worldwide, as well as margin forecasts.
Swancor Holding reported first-quarter 2026 revenue of NT$190 million (US$5.99 million), marking a pivotal shift in its business mix as its AI robotics segment crossed NT$10 million in revenue for the first time. Alongside strengthening aerospace composite orders and phased capacity expansion, the company is steadily advancing toward a dual-engine growth model driven by robotics and advanced materials.
AUO and Innolux are accelerating their expansion beyond traditional display panels, with Innolux's non-display revenue surpassing 51% in 2025, mainly driven by automotive applications. AUO also aims to obtain a non-display revenue share exceeding 50% in 2026.
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