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    Yesiang’s regenerated filters begin shipments as 2nm demand ramps
    3h 45min ago
    LG and Nvidia deepen cooperation across robotics, AI factories and autonomous driving
    3h 45min ago
    Analysis: How Nvidia turned Computex into its own annual coronation
    3h 45min ago
    Taiwan suppliers race to build physical AI robot computing platforms
    3h 45min ago
    Huawei developer conference spotlights AI agents as hype cools and real-world testing begins
    3h 46min ago
    Tencent pursues self-developed AI chips and external partnerships in parallel
    3h 46min ago
    NEWS TAGGED IT + CE
    Thursday 30 April 2026
    Quanta eyes strong 2026 server demand as general-purpose orders surge
    Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
    Thursday 30 April 2026
    Unisplendour, H3C gain from AI buildout, monetization in focus

    China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world...

    Thursday 30 April 2026
    Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
    Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
    Thursday 30 April 2026
    NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint
    Sources from the notebook (NB) supply chain stated that Taiwanese ODM manufacturers that once stood at the forefront of the market are gradually stepping back, with Chinese ODM manufacturers...
    Thursday 30 April 2026
    Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan
    Corning Incorporated reported higher first-quarter 2026 core sales and earnings while outlining continued restructuring efforts across its operating model, including expanded platform-based...
    Thursday 30 April 2026
    Taiwan's AI push awaits legislative green light
    Given Taiwan's crucial role in the AI supply chain, Cheng-wen Wu, chairman of the country's National Science and Technology Council (NSTC), called on Taiwan's legislature to pass the...
    Thursday 30 April 2026
    Microsoft sales beat estimates as Azure growth eases spending concerns

    Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

    Thursday 30 April 2026
    SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry
    SK Group chairman Chey Tae-won urged South Korea to pursue deep economic integration with Japan to gain strategic influence amid US-China tech tensions, arguing that a larger Korea-Japan...
    Thursday 30 April 2026
    Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth
    Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...
    Thursday 30 April 2026
    LG Electronics and Nvidia to explore AI partnership in robotics, data centers, and mobility
    South Korea's LG Electronics and US chipmaker Nvidia are exploring a potential partnership spanning robotics, AI data centers, and mobility, signaling how traditional hardware companies...
    Thursday 30 April 2026
    CyberLink warns AI search and memory costs may dent growth in 2Q26
    Multimedia software developer CyberLink reported steady first-quarter 2026 results but warned that growth will face headwinds in the second quarter 2026 from generative AI search and...
    Thursday 30 April 2026
    OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach
    OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
    Thursday 30 April 2026
    Amazon highlights US$50 billion chip potential and advances LEO satellite plans
    On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
    Thursday 30 April 2026
    Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
    Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
    Thursday 30 April 2026
    Qualcomm to ship custom product with hyperscaler in 4Q26
    In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook