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Tuesday 3 February 2026
Analysis: China's AI model race tightens into a three-way contest
China's large language model sector is reaching a decisive inflection point. As requirements for computing resources, capital, and specialized talent continue to climb, the industry...
Tuesday 3 February 2026
Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management
AI data centers are undergoing an unprecedented thermodynamic power shift. From the semiconductor supply chain's perspective, Nvidia has quietly initiated a "cooling reform," transitioning...
Tuesday 3 February 2026
Taiwan's top talent pivots to healthcare, eyeing TSMC-style success
TSMC leads the global semiconductor race with advanced processes and a market value of NT$46.5 trillion (US$1.47 trillion), placing itself at the core of what is commonly described...
Monday 2 February 2026
Jensen Huang tees up Computex—and signals the AI race is entering a tougher phase
Jensen Huang, the CEO of the world's most valuable chipmaker, departed Taiwan for Houston tonight on Monday with a clear message for the tech world: The AI race is accelerating, and...
Monday 2 February 2026
Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand
Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
Monday 2 February 2026
Smart glasses will become mainstream as companies 'platformize'
Human information intake relies heavily on vision. With the accelerated development of AI, augmented reality (AR), and spatial computing technologies, smart glasses are evolving beyond...
Monday 2 February 2026
Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration
With Nvidia's GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions...
Monday 2 February 2026
Apple boosts high-end iPhone share as Foxconn solidifies assembly lead
Amid a cautious recovery in the consumer electronics market, Apple highlighted the critical role of its iPhone series in driving overall operations in its fiscal first-quarter 2026...
Monday 2 February 2026
AR glasses flop amid continued pressure to cut costs
AR glasses are no longer newcomers to the tech industry, but their development remains constrained by high costs. On January 30, 2026, Kinko Optical held the opening ceremony for its...
Monday 2 February 2026
ByteDance races to capture closing AI window as Doubao scales up
ByteDance has formally laid out its internal strategic focus for the next phase. At an internal meeting at the start of 2026, ByteDance CEO Liang Rubo stated that AI is hitting a new...
Monday 2 February 2026
Anthropic launches AI tool Cowork, Microsoft speeds up AI agent development
AI startup Anthropic has introduced a new AI tool called Cowork that can automatically perform tasks across multiple applications, sparking significant attention within Microsoft....
Monday 2 February 2026
Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier
Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president...
Monday 2 February 2026
Liquid cooling triples growth for thermal solution makers
AI computing demand is increasing the need for thermal management. To optimize space efficiency in data centers, server cooling is shifting from traditional air cooling to liquid cooling,...
Monday 2 February 2026
Merck appoints Benjamin Hein as head of electronics division
German industrial giant Merck KGaA announced the appointment of Benjamin Hein as a member of the executive board and CEO of its electronics business unit, effective May 1, 2026. Following...
Monday 2 February 2026
Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display
Demand for smart glasses is climbing. Alongside established players such as Meta, Rokid, RayNeo, and Xreal, heavyweight brands including Samsung Electronics and Apple are preparing...