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Wednesday 1 April 2026
Taiwan's CubeSat trio reaches orbit, signaling a new phase for the space startup ecosystem
The Taiwan Space Agency (TASA) launched the second batch of satellites from its Startup CubeSat Program, successfully sending three 8U CubeSats into orbit — the Bellbird-2, Black...
Wednesday 1 April 2026
Infineon's power semiconductor content per kW to hit US$150 as 800V systems mature
Infineon held its "We Power AI" event in Taipei this week, marking the second consecutive year the company has hosted a large-scale forum in Taiwan focused on power-related technologies...
Wednesday 1 April 2026
China memory chip maker Longsys unveils SPU architecture for edge AI storage systems

As AI shifts from cloud training to edge inference, the memory stack is moving beyond data access toward system-level coordination, reshaping...

Wednesday 1 April 2026
GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production
In the 800V power supply systems of AI data centers, market consensus has solidified around strong demand for wide bandgap semiconductors. The industry has broadly concluded that the...
Wednesday 1 April 2026
ASUS AI Predictive Maintenance Boosts Linyuan Advanced Carbon Black Manufacturing Resilience

Carbon black is a critical functional material underpinning the performance of tires and industrial rubber products. Its production involves a high-intensity, continuous...

Wednesday 1 April 2026
China GPU maker Biren triples revenue on AI data center demand

Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

Wednesday 1 April 2026
China LLM usage tops US for fourth week as OpenClaw drives token surge
Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure...
Wednesday 1 April 2026
Taipei begins preparations for 2029 ITS World Congress with focus on AI traffic and smart city governance
Taipei has officially secured hosting rights for the 2029 Intelligent Transportation Systems (ITS) World Congress, with ITS Taiwan officially opening on March 30 its project management...
Wednesday 1 April 2026
Top 10 Chart: Taiwan's chip toolmakers re-rated as AI bottlenecks trump scale
The first quarter of 2026 has marked a decisive shift in how Taiwan's semiconductor equipment sector is valued. While February's accumulated revenue rankings continue to reflect the...
Tuesday 31 March 2026
CEA-Leti bets on Taiwan fabs to turn Europe’s chip research into reality
Europe is tightening its semiconductor research links with Taiwan's manufacturing engine, with French research institute CEA-Leti positioning itself as a primary gateway between the...
Tuesday 31 March 2026
Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026
Memory shortage persists as AI-era supply-demand imbalance deepens
Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being...
Tuesday 31 March 2026
US rare earth commissions stillwater magnet line, advancing domestic supply of critical materials
US Rare Earth's commissioning of its Stillwater commercial magnet production line enables deliveries of neodymium-iron-boron magnets in the second quarter of 2026, potentially easing...
Tuesday 31 March 2026
AI computing shifts from training to inference; heterogeneous architectures go mainstream
As generative AI continues to advance, its capabilities and application scenarios are rapidly expanding, driving structural changes in computing infrastructure. At AI EXPO Taiwan 2026,...
Tuesday 31 March 2026
Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...