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    China smartphone market rebounded in April, with Apple poised to benefit most
    2h 51min ago
    China LLM price war widens gap with global leaders
    2h 51min ago
    Analysis: China’s AI chips gain new security clearance, rewritting market entry rules
    2h 51min ago
    Airbus delays A350 and A320neo deliveries as supply chain bottlenecks may last through 2030
    2h 51min ago
    Pentagon AI usage surged as drone procurement accelerated
    2h 51min ago
    Huawei’s Tau law draws DeepSeek-style buzz amid chip restrictions
    2h 52min ago
    Home Tech
    May 27, 11:22
    Nvidia CEO says Taiwan needs more electricity, ministry confirms 5.2 GW of gas capacity to be added
    May 27, 16:38
    TSMC CEO promises bonus growth above 30% in 2026 if performance holds
    May 27, 11:35
    Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market
    Lisa Su's Taiwan Trip
    AMD CEO Lisa Su visited Taiwan from May 20-23, 2026, following AMD's AI Development Day in Shanghai.
    SEMICONDUCTORS
    May 27, 15:49
    From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test
    First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who controls the bandwidth backbone of artificial intelligence.
    May 27, 13:49
    Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
    The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.
    May 27, 12:25
    Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem
    Nvidia held an "employee town hall" on the morning of May 27 at the T17 and T18 sites in Beitou-Shilin Technology Park (BSTP), where CEO Jensen Huang met staff, gave away Dom Pérignon, and framed Taiwan as central to the company's AI expansion. Taipei Mayor Wayne Chiang attended only as a "guest."
    ICT
    May 27, 10:39
    OpenAI targets smaller advertisers in push to make ChatGPT ads pay off
    OpenAI is widening its ChatGPT advertising business beyond large brands, adding tools aimed at smaller marketers as it seeks to turn one of the world's most widely used AI products into a more measurable ad platform.
    May 27, 10:06
    Former Tencent AI lead says Chinese firms are trailing US on core LLM innovation
    A former Tencent large-model technical chief warned that Chinese artificial intelligence companies lack independent paradigm-level breakthroughs and are trailing US rivals, according to an interview with the South China Morning Post. He said the gap in large language model technology was about three months and could widen to six months by year-end as OpenAI prepares to launch GPT 5.6, and that US chip export controls had reduced China's available computing power for training advanced models.
    May 27, 16:53
    Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners
    Dreame Technology, a Chinese consumer electronics maker, has formed nearly 1,000 affiliated companies in its ecosystem since the end of 2024. This breakneck pace of expansion signals the ambitions of its leadership to unearth growth opportunities across the broader Chinese tech sector, although some media outlets question the sustainability of the business model.
    TRENDING
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    INVENTORY
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    COMMUNICATIONS
    May 27, 09:32
    Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher
    Taiwan's smartphone shipments declined in April 2026 as the market entered its traditional slow season and rising component prices pressured handset pricing, industry participants said. Mobile channel sources reported about 402,000 units shipped in April, down 4% from 418,000 units in March, and executives warned that elevated memory and other component costs are likely to keep retail prices up and weigh on demand into the second half.
    May 27, 09:49
    Sercomm to showcase enterprise edge AI servers, security and power solutions at COMPUTEX 2026
    Sercomm announced it will exhibit at COMPUTEX 2026 to present enterprise edge AI technologies designed to accelerate AI deployment across edge environments and enhance power management. The networking equipment maker said it will highlight SR-series Open Compute Project servers, an Edge SCM edge security management module, AI camera vision solutions, and high-efficiency power products in its booth demonstration.
    May 27, 09:40
    Motorola launches Razr fold in Taiwan as foldable market gains momentum
    Motorola launched its Razr foldable in Taiwan on April 26, after first unveiling the device at MWC 2026 in Barcelona in March 2026, and introduced new accessories, including wireless Bluetooth earbuds and a stylus. Executives said the company has seen strong foldable sales in recent years, particularly in North America and Latin America, where it ranks among the top three and leads the market, respectively.
    ELECTRIC VEHICLES
    May 27, 12:14
    Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog

    Taiwanese automotive components maker Kian Shen Industry says it is experiencing a surge in demand driven by a wave of electric bus replacements in Taiwan and rising orders from commercial vehicle customers, as the company prepares to trial a new lightweight chassis technology it believes could reshape parts of the industry.

    May 27, 14:14
    Facing Chinese rivals, Hyundai accelerates robotaxi plans and cost cuts
    As Chinese automakers intensify a global price war, South Korea's Hyundai Motor Group is responding on two fronts at once: accelerating its push into autonomous mobility while pressing suppliers for sweeping cost cuts that could reshape its manufacturing ecosystem.
    May 27, 11:37
    VinFast names new chair to tackle global expansion
    Vietnamese electric-vehicle maker VinFast has appointed a new chairman amid mounting challenges in its overseas expansion across Asia and the US, including delays to its planned US factory, rising losses, and intensifying competition in global EV markets.
    SUSTAINABILITY
    May 25
    Geopolitics and AI push US energy storage to record-breaking quarter
    The US energy storage industry achieved its most successful first quarter of 2026 to date, driven by surging AI computing demands and growing concerns over fossil fuel reliability. According to the US Energy Storage Market Outlook (ESMO) second quarter 2026 report published by the Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence, developers deployed 9.7 gigawatt-hours (GWh) of new storage capacity in the first quarter of 2026. This represents a 32% increase year-over-year, reflecting the sector's resilience within the domestic clean energy supply chain despite a strained political environment.
    May 25
    Exclusive: G2 Lithium battery rivalry heats up—US taps 4th-gen LFP to crack China's patent wall
    The US is shifting from ternary batteries used in electric vehicles (EVs) toward lithium iron phosphate (LFP) batteries for both energy storage and automotive applications. This is one tactic the US is using to circumvent Chinese patents. However, fourth-generation LFP technology is also subject to China's lithium battery export restrictions.
    May 27, 14:57
    Sino-American Silicon taps AI to tackle Taiwan's green power crunch
    Sino-American Silicon Products (SAS) is turning to AI-based power management as Taiwan's green-power shortage persists, and electricity demand from advanced chipmaking and AI data centers continues to rise.
    AEROSPACE
    May 27, 07:34
    Taiwan's quiet fix for GPS-denied drones and satellites
    At the Plug and Play May Summit in Sunnyvale, a Taiwanese startup called Aegiverse quietly made its case to US defense and aerospace investors — not with flashy slides or moonshot promises, but with a 16-year track record and a business model built to last.
    May 27, 15:36
    GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China's low-price competition
    The global solar industry remains trapped in a low-price competition ruled by Chinese manufacturers, but geopolitical shifts are creating new opportunities for differentiated players. GlobalWafers Chairwoman Doris Hsu stated after the company's shareholder meeting on May 26 that the company has successfully expanded its solar products into diversified applications across marine, terrestrial, and aerospace sectors through specialized solar technologies. Hsu explained that three main factors give reason for a significant portion of GlobalWafers' solar cell shipments to be exported to the US market.
    May 27, 07:35
    China tightens drone, flying-car rules as low-altitude market takes off

    China is building a more formal safety and regulatory framework for its low-altitude economy, as drones, electric vertical takeoff and landing aircraft, and other aerial services move closer to commercial use.

    DISPLAYS
    May 27, 07:35
    Taiwan optoelectronics materials maker Wah Hong targets high-end PCB and chip packaging demand

    AI, low-carbon sustainability, smart cities, and advanced displays are set to drive the global optoelectronics industry in 2026, shifting demand away from traditional consumer electronics panels and toward higher-value applications, including Micro LED, Mini LED, e-paper, and optical communications.

    May 26
    LED maker Ennostar pivots to optical interconnects after high-value shift agin traction
    Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account for more than half of revenue. Despite continued uncertainty in the global environment, Peng remains cautiously optimistic about the second half of 2026 and expects the company to maintain relatively strong performance.
    May 26
    E Ink brings BMW-backed color-changing e-paper car tech to Computex 2026

    E Ink will bring its BMW-backed color-changing e-paper vehicle technology to Computex 2026, showcasing the hood structure of the BMW iX3 Flow Edition in the event’s electronic paper industry zone. The display follows BMW’s unveiling of the iX3 Flow Edition at Auto China 2026 in Beijing, where the model adopted E Ink Prism technology and moved toward mass production after more than five years of E Ink development work on vehicle surface applications.

    CPC
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
    marketing
    MULTIMEDIA
    Pizza before pitches: how Taiwan's startups warmed up for Silicon Valley