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Monday 18 May 2026
DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes
Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another...
Monday 18 May 2026
Lotes holds prices to gain share as server and AI connectors drive record revenue
Connector maker Lotes said it held product prices to win market share and reported record first-quarter 2026 revenue as strong server demand lifted results. The company disclosed that...
Monday 18 May 2026
Ennoconn outlines Kontron integration and physical AI push to target 20% ROE by 2030
Ennoconn Technology held a quarterly investor briefing, during which executives said the first-quarter results were weighed down by deferred, high-margin orders for intelligent software...
Monday 18 May 2026
Tencent re-enters India gaming market with ecosystem push as regulatory thaw takes hold
Tencent is back in India. The company has forged new partnerships with the Services Export Promotion Council (SEPC) and the Game Developer Association of India (GDAI), committing over...
Monday 18 May 2026
Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter
Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third...
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...
Monday 18 May 2026
Palo Alto Networks integrates CyberArk, Koi and Portkey and launches Idira to bolster AI and identity security
Palo Alto Networks said it completed the acquisition of CyberArk in February 2026 and began integrating CyberArk's privileged access management capabilities into its Cortex and Strata...
Monday 18 May 2026
TEEMA global science park plan takes shape with Mexico leading
The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) is moving ahead with its global science park strategy, and Mexico's Sonora has emerged as the leading candidate...
Monday 18 May 2026
India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven...

Sunday 17 May 2026
AI drives Cisco orders, lifts Taiwan networking suppliers
Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped...
Sunday 17 May 2026
Adlink bets on physical AI with robotics, healthcare, and semiconductors
Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first...
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...
Sunday 17 May 2026
Galatek targets advanced packaging market, eyes Taiwan foundries
Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing...
Saturday 16 May 2026
AI server tracker: Rising server demand leads to high revenue growth for rail kit makers
Growing demand for AI is driving appetite for server components across cable connectors, cases, and rail kits. This wave has led most major Taiwanese players in the industry to record...
Saturday 16 May 2026
One-person companies may upend small businesses in AI shift, adviser says

Lee-Feng Chien, innovation economy adviser to the Executive Yuan's Economic Development Commission, said at an AI forum on May 14 that...