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Thursday 19 March 2026
Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex
Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip...
Thursday 19 March 2026
Micron forecasts record revenue as memory supply tightens

Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

Thursday 19 March 2026
Nvidia signals optical future, but materials shortages stand in the way
Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...
Thursday 19 March 2026
Analysis on Micron's strategic pivot: de-commoditizing the memory industry

The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

Thursday 19 March 2026
BYD slides as foreign automakers reclaim ground in China
China's auto market is undergoing a sharp realignment in early 2026, as the phaseout of government subsidies exposes deeper competitive strengths — and weaknesses — among...
Wednesday 18 March 2026
Nvidia GTC 2026: Nvidia charts optical-copper path
At GTC 2026, Nvidia outlined a dual-track approach combining copper cables and silicon photonics (SiPh) to meet surging AI-driven demand for data center interconnects. CEO Jensen Huang...
Wednesday 18 March 2026
AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
Wednesday 18 March 2026
Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges
Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...
Wednesday 18 March 2026
Chipbond sets sights on SiPh and LPO for next phase of growth
Display driver IC (DDIC) packaging leader Chipbond outlined three key growth drivers at its recent earnings call that are expected to support its core driver IC business despite industry...
Wednesday 18 March 2026
Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers
Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private...
Wednesday 18 March 2026
Taiwan on track to outpace China's growth again in 2026
Driven by US President Donald Trump's push for American reindustrialization and efforts to shift industries away from China through high tariffs, Taiwan's economy is set to outpace...
Tuesday 17 March 2026
MSI to increase gaming product prices by up to 30% as memory costs spike
With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
Tuesday 17 March 2026
Hon Precision raises AI chip test capacity plan by 40% amid surging demand
Driven by rapid growth in AI and high-performance computing (HPC) markets, semiconductor IC test equipment leader Hon Precision has upgraded its production expansion plan for 2026...
Tuesday 17 March 2026
MPI posts record 2025 revenue and profit, expands probe card production in Taiwan
Semiconductor test and measurement solutions provider MPI reported that strong demand for artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated...
Tuesday 17 March 2026
MetaX GPU push delivers growth, not profit, as losses hit US$560 million

MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...