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Tuesday 28 April 2026
Celestica reports strong 1Q26 as cloud demand lifts results
Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
Tuesday 28 April 2026
OpenAI eyes agentic AI phone but faces challenges beyond chip design
OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...
Tuesday 28 April 2026
Taiwan payment firm targets small merchants to push non-cash transactions past NT$10 trillion
Systex Fintech said it will focus on onboarding small merchants who currently transact in cash to help drive the island's non-cash transaction value from NT$6 trillion in 2023 toward...
Tuesday 28 April 2026
DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints
DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency...
Monday 27 April 2026
OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

OpenAI's expanding push into consumer hardware is drawing attention to potential supply chain shifts, after industry analyst Ming-Chi...

Monday 27 April 2026
Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge
Global cloud service providers (CSPs) continue to expand their procurement of AI servers from Taiwan, while high-end GPUs and TPUs manufactured by TSMC are in short supply. Analysts...
Monday 27 April 2026
Nio pushes into chipmaking to cut reliance on Nvidia

Nio's founder, chairman, and chief executive, William Li, said on April 24 that the company is accelerating efforts to develop its own automotive...

Monday 27 April 2026
DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?
As the AI buildout accelerates and chipmakers race to secure advanced process capacity, TSMC finds itself in an increasingly commanding position.
Monday 27 April 2026
Tesla doubles down on robotaxi and FSD, recasting cars into revenue-generating assets
At its first-quarter 2026 earnings call, Tesla set out a clear shift in strategy: moving the auto industry away from ownership toward a usage-based mobility model. By aligning software,...
Sunday 26 April 2026
BizLink expands optical interconnect push, sees uncertain CPO ramp timing

The artificial intelligence boom continues to drive demand for related hardware, particularly as server power delivery and high-speed...

Saturday 25 April 2026
The Taiwan startup that Qualcomm helped build the agentic OS for edge AI
When the avocado has two hours left, the AI takes over.
Saturday 25 April 2026
China's Horizon Robotics aims at Tesla with new self-driving platform

As competition in intelligent electric vehicles shifts from incremental feature upgrades to full system-level redesign, China's Horizon...

Saturday 25 April 2026
Taiwan's industrial production surges on AI infrastructure demand
Data released by Taiwan's Ministry of Economic Affairs (MOEA) on April 23 showed that major global cloud service providers continue to expand procurement of artificial intelligence...
Friday 24 April 2026
Google splits AI chips into training and inference TPUs, signaling shift toward workload-specialized AI infrastructure
At Google Cloud Next 26, Google Cloud announced a strategic shift in its AI hardware approach by introducing two distinct eighth-generation Tensor Processing Units: the TPU v8t for...