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    Googlebook fuels AI PC momentum as chipmakers join the race
    9h 42min ago
    Memory price hikes weigh on OLED shipments in 1Q26
    9h 42min ago
    Analysis: CXMT’s profit surge reflects tighter ties with China’s local wafer fabs
    9h 42min ago
    Mexico expands tariffs on non-FTA imports, but Taiwan auto parts makers see limited impact
    9h 42min ago
    Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption
    9h 42min ago
    SpaceX IPO progress lifts Taiwan LEO supply chain, but capacity pressure emerges
    9h 42min ago
    NEWS TAGGED IT + CE
    Friday 15 May 2026
    Pan-International shifts to AI servers and AFM motors to drive over half of revenue by 2030
    Pan-International Industrial Corp. said it recorded about NT$1.25 billion (US$39.62 million) in revenue and a small loss in the first quarter of 2026 after customers deferred shipments...
    Friday 15 May 2026
    TECO bets on Penang manufacturing hub to capture Southeast Asia data center opportunities
    TECO Electric & Machinery reported first-quarter 2026 revenue of NT$14.235 billion (US$451.17 million), a 4.54% year-over-year increase, and earnings per share of NT$0.51, as executives...
    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
    Quanta hits record revenue but margin pays the price for AI server ramp
    Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...
    Friday 15 May 2026
    Edge AI is transforming wearables into proactive health and sensing platforms
    Edge AI is accelerating across consumer devices and is increasingly embedded in wearables, reshaping smartwatches, earbuds, and smart rings into proactive sensing and response endpoints,...
    Friday 15 May 2026
    Foxconn's operating profit jumps 63% as AI server scale offsets seasonal dip
    Hon Hai Precision Industry (Foxconn) reported first-quarter 2026 consolidated revenue of NT$2.11 trillion (approximately US$66.95 billion), up 29.68% year over year but down 19% from...
    Friday 15 May 2026
    Foxconn says AI server mix and consignment model will drive annual shipments to more than double
    Foxconn (Hon Hai) held an online investor briefing on May 14, where executives outlined that cloud and networking products accounted for nearly 50% of group revenue in the first quarter...
    Friday 15 May 2026
    Ubiqconn Technology reports improved gross margin in the first quarter as product mix shifts
    Ubiqconn Technology reported consolidated revenue of NT$130 million in April 2026, down 25% month-over-month and down 20% year-over-year, and cumulative revenue for the first four...
    Friday 15 May 2026
    Apple confronts the AI agent era — is the App Store at risk?
    Artificial intelligence has become one of Apple's most complicated strategic challenges. At next month's Worldwide Developers Conference, the company is expected to unveil a broader...
    Friday 15 May 2026
    Column: The new space arms race is being fought with AI, lasers, and autonomous satellites
    The emerging space arms race toward 2030 is no longer defined simply by the number of satellites nations can launch into orbit. Increasingly, it is being shaped by breakthroughs in...
    Friday 15 May 2026
    Foxconn targets 3Q26 CPO switch mass production, eyes multifold 2027 growth
    Foxconn announced at an online investor briefing on May 14 that its common-package optics (CPO) switches are scheduled for mass production and shipments beginning in the third quarter...
    Friday 15 May 2026
    Taiwan touch panel makers post mixed 1Q26 results on consolidation and uneven demand
    Taiwan's touch panel makers posted mixed first-quarter 2026 results. TPK Holding led the sector after consolidating display driver IC maker Ilitek, boosting revenue, margins, and net...
    Friday 15 May 2026
    Analysis: Why hackers target Foxconn—the blueprint economy that puts every smart factory at risk
    Foxconn confirmed a cyberattack on some of its North American facilities on May 12. Affected plants continued normal production, the company said, while its cybersecurity team activated...
    Friday 15 May 2026
    AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

    Taiwan's optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and...

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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook