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Sunday 25 October 2026
Namuga expands beyond Samsung with humanoid robot camera modules
South Korean image-sensing module maker Namuga is accelerating its physical AI strategy after securing a supply deal with a global humanoid robot company. The company is preparing...
Sunday 25 October 2026
Texas Instruments sees up to $1,000 in chip content per humanoid robot as analog supply tightens
Texas Instruments (TI) held its latest earnings call this week, projecting fourth-quarter 2026 revenue of US$5.8 billion to US$6.3 billion. The midpoint of its guidance is broadly...
Sunday 25 October 2026
Magnate Technology sees aerospace, semiconductor growth opportunities
Magnate Technology expects rising aircraft engine demand and semiconductor equipment opportunities to support growth as it expands production capacity, with implications for global...
Sunday 25 October 2026
Moonshot's Singapore hiring shows how China's open-model labs plan to get paid abroad
Moonshot AI's first visible overseas sales hire marks a new stage in how Chinese developers of open-weight models compete outside China. They have given away model weights to win developers...
Saturday 24 October 2026
Bosch to spin off automotive business as Asian rivals intensify pressure
Bosch Group plans to establish Bosch Mobility as a wholly owned, legally independent subsidiary in August 2027, separating the business that generated about 60% of group revenue. The...
Friday 23 October 2026
Commentary: How long can the humanoid robot bubble last? Unitree's valuation correction puts physical AI to the test
Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive...
Friday 23 October 2026
JCET's AI profit surge sets up US$2.73 billion advanced packaging expansion
JCET Group lifted third-quarter revenue 13.53% year-over-year to CNY11.43 billion (approx. US$1.71 billion) and net profit attributable to shareholders 59.99% to CNY773 million. For...
Friday 23 October 2026
ChainSea Information Integration lists, targets AI revenue growth by 2027
Digital transformation services provider ChainSea Information Integration will list on the Taipei Exchange on October 23 at an underwriting price of NT$60 (US$1.85) per share, as it...
Friday 23 October 2026
LG Display returns to profit as OLED mix offsets chipflation drag
LG Display (LGD) returned to an operating profit in the third quarter of 2026, showing how far its OLED shift now drives earnings, and how little room it leaves when currency and component...
Friday 23 October 2026
Western Digital widens margins on pricing and exabyte growth
Western Digital's fiscal first quarter showed a hard-drive business turning demand into profit faster than into sales. Revenue for the three months ended October 2, 2026 rose 55% from...
Friday 23 October 2026
Elan targets drone market with solutions contributing revenue in 2026 and 2027
Elan Microelectronics is pursuing drone opportunities across multiple applications, showcasing a broad range of solutions at the 2026 TAITRONICS expo. Solutions developed with Taiwanese...
Friday 23 October 2026
Salesforce Taiwan targets double-digit growth as AI adoption accelerates
Salesforce has seen sustained growth in both revenue and new customer count, as the company's Taiwan office approaches its first anniversary. According to Salesforce Taiwan general...
Friday 23 October 2026
Lam Research sees WFE topping US$200 billion in 2027
Lam Research reported third-quarter 2026 revenue of US$8.2 billion, up 22% quarter-over-quarter, and forecast fourth-quarter revenue of US$8.6 billion, plus or minus US$400 million...
Friday 23 October 2026
PSMC eyes Taiwan, Japan, Singapore for 3D AI foundry expansion
Powerchip Semiconductor Manufacturing (PSMC) is urgently expanding its 3D AI foundry business and evaluating new plants in Taiwan, Singapore, and Japan, while exploring strategic joint...
Thursday 22 October 2026
PSMC raises mature-node prices again, targets 20% increase in 2027
Powerchip Semiconductor Manufacturing (PSMC) reported third-quarter 2026 revenue of NT$21.3 billion (US$654.3 million), up 23% quarter-over-quarter, as higher foundry prices, a stronger...