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Tuesday 19 May 2026
McKinsey warns of pilot purgatory as robotics market eyes $400 billion by 2040
Sarthak Vaish, associate partner at McKinsey & Company, delivered a pointed reality check at the 5th Mobis Mobility Day in Sunnyvale: the hardware for humanoid robots is ready,...
Tuesday 19 May 2026
Dell AI Factory crosses 5,000 enterprise clients on Nvidia-fueled demand
Dell Technologies has added 1,000 customers over the past quarter for its AI Factory servers, which use Nvidia chips and software to power AI applications for enterprises. The hardware...
Tuesday 19 May 2026
Lens Technology's Ju Teng bid puts China's notebook supply chain in focus

Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the...

Monday 18 May 2026
Edge-cloud shift opens new growth runway for Taiwan's chip suppliers
As generative AI proliferates across end devices, a distributed edge-cloud architecture is taking shape — shifting inference workloads from the cloud to local hardware to reduce...
Sunday 17 May 2026
Advantech charts five-year edge AI roadmap alongside CEO-to-chair transition plan
Advantech is deepening the integration of hardware and software for edge AI and is moving to unify its global partner conference with exhibition activities at COMPUTEX Taipei 2026...
Friday 15 May 2026
AAEON sees rising orders as AI focus drives 2026 growth plan
AAEON Technology reported sustained demand growth and a rising book-to-bill ratio, signaling stronger momentum into the second quarter and second half of 2026. The industrial PC maker...
Friday 15 May 2026
Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according...
Friday 15 May 2026
OpenAI and Apple partnership frays as legal threat looms

Tensions are escalating between OpenAI and Apple, threatening what was once seen as one of the most important alliances in the generative...

Friday 15 May 2026
Nan Ya PCB targets high-end IC substrate growth amid AI demand
Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The...
Thursday 14 May 2026
Analysis: Android AI upgrade underscores China's self-contained smartphone AI ecosystem and limited spillover impact
Google announced Gemini Intelligence in the US on May 13, further integrating Gemini's AI capabilities into Android. The move pushes Android from a traditional operating system toward...
Thursday 14 May 2026
Google pivots to Gemini Intelligence, linking AI with premium hardware
Google's The Android Show 2026 reframed its Android and AI strategy around Gemini Intelligence, signaling a shift toward premium hardware as the primary battleground for AI. The move...
Thursday 14 May 2026
Foxconn Wisconsin ransomware attack spotlights cybersecurity gap at Taiwan manufacturers
Foxconn confirmed a ransomware intrusion at its Wisconsin plant in the US, and said the affected facility continued operating normally after the incident. The attack renewed scrutiny...
Wednesday 13 May 2026
Foxconn research arm, Quobly launch open-source QPE toolbox for fault-tolerant quantum computing

French silicon-based quantum computing pioneer Quobly and Hon Hai Research Institute (HHRI) on Tuesday announced the release of a jointly...

Tuesday 12 May 2026
From substrates to servers, Taiwan industry gains from the AI infrastructure surge
April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...
Tuesday 12 May 2026
China AI model boom pulls smartphone supply chain into ecosystem battle

China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly...