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Monday 27 July 2026
Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

Tesla's push into humanoid robots signals the company's effort to offset a cooling electric vehicle market and intensifying competition...

Monday 27 July 2026
TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks
Taiwan Institute of Economic Research raised its forecast for Taiwan's 2026 gross domestic product (GDP) growth to 10.38% and said the artificial intelligence investment boom has become...
Monday 27 July 2026
Nokia says AI spending is driving optical networking demand
AI data center spending is pushing high-speed networking higher on enterprise procurement lists, and Nokia said its optical and IP networks have become major growth engines. The company...
Monday 27 July 2026
GIGAIPC eyes retail, manufacturing and healthcare as edge AI adoption accelerates
GIGAIPC, an edge AI and industrial computing subsidiary of Gigabyte Technology, is set to begin trading on Taiwan's Emerging Stock Market on July 27. The company plans to deepen its...
Monday 27 July 2026
Industrial PC orders rise on edge AI demand

Industrial PC vendors are seeing order momentum strengthen as edge AI and physical AI applications spread beyond data centers into factories...

Monday 27 July 2026
AI agents reshape smart cars as auto industry shifts toward AIDV

As the global electric vehicle (EV) market enters a growth adjustment phase, the auto industry is shifting from "electrification" toward...

Sunday 26 July 2026
Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY
WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...
Sunday 26 July 2026
Airbus raises profit outlook as supply bottlenecks ease
Airbus updated its financial outlook for investors, saying easing supply-chain constraints should support stronger production and profit growth through 2029. According to Bloomberg,...
Saturday 25 July 2026
Trumpf's stabilizing sales point to a broader recovery in industrial demand
Trumpf said preliminary fiscal 2025/26 results showed its business stabilizing after several years of declines in orders and revenue. The German laser and smart manufacturing equipment...
Saturday 25 July 2026
SuperAlloy expands recycled aluminum push as semiconductor business nears revenue contribution
SuperAlloy Industrial is broadening its business beyond forged aluminum wheels, with recycled aluminum and semiconductor parts emerging as new growth drivers. The shift could matter...
Friday 24 July 2026
AMD says AI shift to inference and agents will reshape data centers
AMD said the artificial intelligence boom is entering a new phase that will force a major redesign of data centers, as demand shifts from model training toward inference, AI agents,...
Friday 24 July 2026
STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping
STMicroelectronics raised its cloud AI revenue ambition and guided to a rising gross margin through the second half of 2026, but told analysts on its July 23 second-quarter earnings...
Friday 24 July 2026
AI server demand powers Intel's fastest growth since 2011, but foundry proof still pending
Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest...
Friday 24 July 2026
Wistron says growth is strong, but transformation remains incomplete
Wistron said its revenue and profit continue to rise, and its global manufacturing platform is opening new growth avenues for readers watching the electronics, AI, and industrial supply...
Friday 24 July 2026
Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp
SemiAnalysis recently forecast that large-scale deployment of Nvidia's native single-ended 800V high-voltage direct current power architecture could slip from the market's previous...