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Tuesday 10 March 2026
TSMC February 2026 revenue climb on AI demand despite seasonal dip
TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the...
Tuesday 10 March 2026
Rugged device maker Winmate sees growth surge from edge AI and defense demand

Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing...

Tuesday 10 March 2026
Iran conflict threatens Gulf data center boom as attacks mount
The widening conflict involving Iran is beginning to ripple through the global AI industry, raising new questions about the security of Gulf-backed data center projects and the resilience...
Tuesday 10 March 2026
Adlink reports 16% rise in February revenue as edge AI display demand grows
Industrial PC maker Adlink Technology reported consolidated revenue of NT$972 million (approx. US$30.52 million) for February 2026, a 16% year-over-year increase, the company said.
Tuesday 10 March 2026
Groq reportedly urges Samsung to expand wafer production as AI chip demand surges
Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources...
Tuesday 10 March 2026
Qualcomm makes its move into physical AI and robotics
Semiconductor giant Qualcomm has recently announced new products and collaborations that bring it deeper into the realm of physical AI. The moves position the company at the forefront...
Tuesday 10 March 2026
OpenAI to acquire Promptfoo to strengthen security testing for enterprise AI agents
OpenAI said it plans to acquire AI security startup Promptfoo to strengthen safety and evaluation capabilities for enterprise AI agents. The deal aims to integrate automated security...
Tuesday 10 March 2026
Zhen Ding posts slight 4% revenue drop in February amid strong AI demand
Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million),...
Tuesday 10 March 2026
Commentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents

Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek...

Tuesday 10 March 2026
Apple's smart home ambitions stalled by Siri AI delays
Apple's plans to expand deeper into the smart home market are facing renewed delays as the company struggles to complete a long-promised AI overhaul of Siri. The setbacks are pushing...
Tuesday 10 March 2026
Anthropic sues US over Pentagon supply-chain risk label

Anthropic PBC has filed a lawsuit against the US government after the Pentagon designated the AI startup a national security supply-chain...

Tuesday 10 March 2026
HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies
Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply...
Tuesday 10 March 2026
HPE beats earnings expectations as networking strength offsets cloud softness
Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...
Tuesday 10 March 2026
Moxa eyes Middle East market growth amid energy and AI infrastructure demand
Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region...
Tuesday 10 March 2026
Phison says NAND prices jumped 50% overnight as supply crunch continues
NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.