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    NEWS TAGGED AI
    Saturday 16 May 2026
    AI server tracker: Rising server demand leads to high revenue growth for rail kit makers
    Growing demand for AI is driving appetite for server components across cable connectors, cases, and rail kits. This wave has led most major Taiwanese players in the industry to record...
    Saturday 16 May 2026
    One-person companies may upend small businesses in AI shift, adviser says

    Lee-Feng Chien, innovation economy adviser to the Executive Yuan's Economic Development Commission, said at an AI forum on May 14 that...

    Friday 15 May 2026
    China keeps tight InP export controls despite Trump-Xi talks
    As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...
    Friday 15 May 2026
    Fiber shortage deepens as orders for Chinese vendors extend to 2027
    The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...
    Friday 15 May 2026
    AI servers squeeze ODM margins as consignment gains traction
    As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...
    Friday 15 May 2026
    Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange
    Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese...
    Friday 15 May 2026
    Analysis: Mythos sparks access fight as AI models become strategic assets
    Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government and a circle of more than 40 Project Glasswing partners has broad implications...
    Friday 15 May 2026
    Trump-Xi summit is Nvidia's best shot at getting back into China
    US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...
    Friday 15 May 2026
    US clears Nvidia’s H200 for China, but Beijing can still say no
    The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...
    Friday 15 May 2026
    US-China ties shift toward balancing tech pressure with controlled competition
    The US is signaling a shift toward constrained high-intensity competition with China, seeking to preserve technological advantage while creating mechanisms to allow limited economic...
    Friday 15 May 2026
    Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites
    Foxconn used its first quarter of 2026 earnings call to signal that its long-term "3+3+3" strategy is transitioning from technical validation into commercialization, highlighting growth...
    Friday 15 May 2026
    Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
    Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according...
    Friday 15 May 2026
    OpenAI and Apple partnership frays as legal threat looms

    Tensions are escalating between OpenAI and Apple, threatening what was once seen as one of the most important alliances in the generative...

    Friday 15 May 2026
    Edge AI is transforming wearables into proactive health and sensing platforms
    Edge AI is accelerating across consumer devices and is increasingly embedded in wearables, reshaping smartwatches, earbuds, and smart rings into proactive sensing and response endpoints,...
    Friday 15 May 2026
    Foxconn's operating profit jumps 63% as AI server scale offsets seasonal dip
    Hon Hai Precision Industry (Foxconn) reported first-quarter 2026 consolidated revenue of NT$2.11 trillion (approximately US$66.95 billion), up 29.68% year over year but down 19% from...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook