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Monday 29 June 2026
Taiwan optics makers eye humanoid robot vision market as deployments accelerate
As physical AI enters a pivotal growth phase in 2026, deployment of robotic systems is rapidly accelerating across the industry. Beyond established applications such as inspection,...
Monday 29 June 2026
Taiwan smartphone shipments rose in May despite higher component costs
Taiwan's smartphone market saw shipments expand in May as Mother's Day buying and demand for AI-enabled premium models offset rising upstream component costs, industry participants...
Monday 29 June 2026
AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint
Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators...
Monday 29 June 2026
Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers...

Monday 29 June 2026
Potens expands into AI cooling and power markets, server revenue share hits double digits

With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue...

Monday 29 June 2026
Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...

Monday 29 June 2026
Hyundai, LG and Doosan ramp up robotics plans as South Korea's Physical AI race heats up

South Korea's government is preparing to designate Physical AI, the convergence of robotics and artificial intelligence, as a new national...

Monday 29 June 2026
Taiwan electronics sector stays upbeat as AI demand lifts exports
Taiwan's electronics-machinery sector is heading into the second half of 2026 with cautious optimism, as global demand for AI infrastructure, high-end semiconductors, and cloud services...
Monday 29 June 2026
AIC sees double-digit growth as AI infrastructure shifts to rack-level systems
AIC said the global shift from single-server AI computing to rack- and system-level integration is driving coordinated storage, compute, and networking design as a key trend in AI...
Monday 29 June 2026
As SpaceX plans more launches, Eson seeks to scale satellite parts business
The global low-Earth orbit satellite industry is moving from buildout to volume growth, with the pace of launches accelerating and supply-chain demand expanding. Eson Precision Industries,...
Monday 29 June 2026
LinkCom leans into AI networking and high-power power modules to drive growth
LinkCom Manufacturing held its 2026 annual general meeting and said rapid AI adoption is driving demand for its magnetic components in high-speed networking, AI data-center power,...
Monday 29 June 2026
Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence
Jack Ma recently made a rare public appearance with senior executives from Alibaba and Ant Group at a rice-planting event outside Hangzhou. Although Alibaba chairman Joseph Tsai was...
Sunday 28 June 2026
Smartwatch sales return to growth as AI and health features lift demand
Smartwatch sales slowed in 2024, but global demand has returned to growth in 2025, and first-quarter 2026 sales are still rising year on year. For consumers worldwide, the shift suggests...
Sunday 28 June 2026
CALIN shifts into land, sea, air and space markets as Starlink samples move forward
CALIN is expanding its business beyond traditional optics, aiming to serve land, sea, air, and outer-space applications to support growth as older product lines mature. The Taiwan...
Saturday 27 June 2026
DrayTek's revenue slide drags into 2026, company pins hopes on Wi-Fi 7 and cybersecurity
Taiwan networking equipment maker DrayTek held its shareholders' meeting on June 26, acknowledging its 2025 business and financial reports along with its profit distribution plan.