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Tuesday 12 May 2026
Nvidia's modular AI strategy fuels Delta Electronics supplier boom

AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

Tuesday 12 May 2026
Himax targets 2026 rebound on auto DDI and AI glasses momentum
Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher...
Tuesday 12 May 2026
Taiwan's cybersecurity market shifts toward managed services as ransomware pressure mounts
For many Taiwanese businesses, cybersecurity still means buying a router and moving on. That gap between perception and exposure has become expensive — and increasingly hard...
Monday 11 May 2026
Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's...

Monday 11 May 2026
Taiwan chip testing firm sheds power unit, pivots to AI validation as margins recover
Taiwan-based electronics verification and analysis specialist Integrated Service Technology (iST) posted weaker first-quarter revenue and an operating loss amid a major operational...
Saturday 9 May 2026
Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits
Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March...
Saturday 9 May 2026
China's robots move from half-marathon to triathlon
Chinese robots, which recently demonstrated their ability to complete a half-marathon, are now entering a new stage of competition. The focus is shifting from flat-ground endurance...
Friday 8 May 2026
Chenbro Micom sees strong second-half 2026 server demand as AI build-out continues
Chenbro Micom said demand driven by AI deployments remained clear for the second quarter and the second half of 2026 as the company accelerated localization of manufacturing and operations...
Wednesday 6 May 2026
TV panel prices stall as China cuts output to defend prices
The LCD TV panel market has shifted sharply from aggressive stocking to defensive procurement as global sports-event demand fades, pre-stocking cycles for China's 618 shopping festival...
Tuesday 5 May 2026
Tesla AI5 dual sourcing may not mean equal weight for Samsung
Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed...
Tuesday 5 May 2026
SEMICON SEA 2026: Delta showcases AI-enabled smart manufacturing
Delta Electronics presented its latest AI-enabled smart manufacturing solutions at SEMICON Southeast Asia 2026, underscoring its efforts to advance efficiency, precision, and scalability...
Tuesday 5 May 2026
Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026
Another Qualcomm exec joins Intel to lead PC and physical AI unit
Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with...
Monday 4 May 2026
Realtek sees PC revenue growth despite 2026 shipment decline
Realtek's projection of a sharp fall in full-year 2026 PC shipments amid tight memory supply signals wider device-market shifts: global brands are prioritizing mid- and high-end models...
Monday 4 May 2026
Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth
Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose...