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Thursday 22 January 2026
Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk
2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...
Thursday 22 January 2026
Google's TPU strategy said to give Inventec larger role in AI server manufacturing

Servers built around custom AI chips, known as application-specific integrated circuits (ASICs), have emerged as a focal point of the...

Thursday 22 January 2026
Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo
CES 2026 made it clear that Chinese brands are entering the global consumer electronics industry through concrete operating results. Its leaders are no longer stopping at exposure...
Thursday 22 January 2026
Taiwanese firms prepare for silicon photonics and CPO packaging opportunities as AI data center continues growth
As generative AI technologies scale up, the semiconductor industry is poised for a significant transition from copper-based interconnects to optical solutions to meet the stringent...
Thursday 22 January 2026
EMS watch: The year AI servers broke the EMS rankings
The global electronics manufacturing services (EMS) and original design manufacturing (ODM) sector posted significant revenue growth in 2025, fueled primarily by expanding generative...
Thursday 22 January 2026
Nanya expects memory shortage through 1H27 amid surging demand
Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust...
Thursday 22 January 2026
QCT eyes AI supply chain integration battle with full-spectrum server strategy
AI has sparked a significant boom in the server industry, turning system manufacturing into a supply chain battle. For ODMs, success now hinges on deep collaboration with chip partners...
Thursday 22 January 2026
Why Apple turns to Google's Gemini, sidelining OpenAI

Apple and Google have entered into a multi-year strategic agreement under which Apple's next-generation foundation models will be built...

Thursday 22 January 2026
BTL capitalizes on AI server testing capacity shortage
To strengthen computing power reserves, the capexs of the four major cloud service providers (CSPs) are expected to remain strong in 2026 and support industry development. These investments...
Thursday 22 January 2026
Taiwan machine tool industry poised for growth as US-Taiwan tariff agreement takes effect
The Taiwan Machine Tool & Accessory Builders' Association (TMBA) held its annual outlook press conference on January 20, 2026, highlighting the impact of the recent US-Taiwan tariff...
Wednesday 21 January 2026
OpenAI sets 2026 as year for practical AI adoption, eyes hardware debut and new revenue streams
OpenAI has designated 2026 as a year for "practical adoption" of AI, signaling a strategic push to accelerate AI deployment across high-value sectors such as healthcare, scientific...
Wednesday 21 January 2026
AI servers and chips push Taiwan December exports to record highs
Taiwan's Ministry of Economic Affairs (MOEA) reported on January 20, 2026, that strong demand for IC manufacturing and AI servers propelled export orders to new heights in December...
Wednesday 21 January 2026
Fortune Electric sees tailwinds from lower US tariffs and rising AI data center demand
Following the easing of US reciprocal tariffs to 15%, Taiwan's Fortune Electric is seeing meaningful relief in cost pressures while accelerating growth driven by robust demand from...
Wednesday 21 January 2026
Sequoia Capital signals potential investment shift to Anthropic
Sequoia Capital is reportedly set to participate in a major funding round for AI startup Anthropic, marking a departure from its traditional practice of avoiding investments in direct...
Wednesday 21 January 2026
Davos 2026: AI takes center stage as leaders debate compute, control, and consequences
AI dominated the corridors and side events of the World Economic Forum Annual Meeting in Davos this week, with executives, policymakers, and researchers converging on a shared view:...