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    Memory shortage reshapes smartphone SoC market as MediaTek and Qualcomm lose share
    Apr 29, 18:00
    Lightelligence's HK listing signals China’s CPO push gaining momentum
    Apr 29, 18:00
    Samsung highlights 4nm FinFET as AI chip demand rises
    Apr 29, 18:00
    South Korea's OLED share rebounds to 68.7% in 2025
    Apr 29, 18:00
    Taiwan and Europe push localised drone countermeasure tech
    Apr 29, 18:00
    Low-Earth-orbit satellite market takes shape as Taiwan suppliers secure positions
    Apr 29, 18:00
    NEWS TAGGED HARDWARE
    Thursday 30 April 2026
    OpenAI stirs smartphone industry with 2028 AI agent phone plans
    OpenAI is advancing the development of an AI agent smartphone, collaborating with MediaTek and Qualcomm on a customized processor, while China's Luxshare Precision Industry exclusively...
    Wednesday 29 April 2026
    Commentary: China's chip-model strategy pressures Nvidia's AI economics
    The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...
    Wednesday 29 April 2026
    Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure
    The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for...
    Wednesday 29 April 2026
    Commentary: At Beijing Auto Show, hardware takes the wheel
    For years, the global auto industry has been enveloped in the promise of the software-defined vehicle. But at the 2026 Beijing International Automotive Exhibition, a more grounded...
    Wednesday 29 April 2026
    Ex-DeepSeek insider Fuli Luo targets former employer with Xiaomi's MiMo-V2.5
    The global competition in open-source large language models is heating up again. On April 28, Xiaomi officially unveiled the "MiMo-V2.5" series of models developed under the leadership...
    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
    Taiwan IPC players shift to edge AI solutions: Growth opportunities and supply chain challenges in 2026

    Introduction

    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,...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook