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Thursday 7 May 2026
Taiwan notebook industry, 1Q 2026: 1Q26 beats expectations, but US-Iran war clouds 2Q26 outlook
Affected by the US-Iran war and notebook price hikes, global notebook shipments are likely to increase only 4.4% quarterly in the second quarter of 2026.
Thursday 7 May 2026
SEMI reports stronger wafer shipments with global implications
The SEMI Silicon Manufacturers Group reported a 13.1% year-over-year rise in global silicon wafer shipment area to 3,275 million square inches in the first quarter of 2026, signaling...
Thursday 7 May 2026
Pentagon deploys 100,000 AI agents, escalating algorithm warfare with China
The Pentagon has deployed more than 100,000 AI agents through its GenAI.mil platform, marking a broader shift toward algorithm-driven warfare and expanding the US military's push into...
Thursday 7 May 2026
Alphabet's global debt blitz underscores explosive AI funding boom across tech industry
Alphabet has significantly expanded its global borrowing program to finance artificial intelligence (AI) infrastructure, raising nearly US$17 billion through euro- and Canadian dollar-denominated...
Thursday 7 May 2026
From market leader to exit: Samsung pulls out of China's home appliances market

Samsung Electronics' decision to withdraw from China's home appliance market marks the end of a long and gradual erosion of its once-dominant...

Thursday 7 May 2026
From chips to telecoms, South Korea faces an AI-era labor reckoning
Labor tensions across South Korea's technology sector are intensifying, and the conflict is no longer confined to traditional disputes between workers and management. Increasingly,...
Thursday 7 May 2026
ByteDance's Doubao tests paid AI tiers to challenge ChatGPT subscriptions
China's AI market has expanded rapidly through free and low-cost offerings, but rising computing costs and deeper enterprise adoption are beginning to reshape the sector's business...
Thursday 7 May 2026
Taiwan delays in gas plants drive push for energy storage and virtual power plants
Taiwan's expanding semiconductor and AI-related industries have driven up electricity demand, prompting officials and researchers to call for the faster deployment of energy storage...
Thursday 7 May 2026
Exclusive: China's automakers leap forward in next generation of car architecture

As the global auto industry shifts toward software-defined vehicles (SDVs), the evolution of electronic and electrical architectures has...

Thursday 7 May 2026
MetaAge posts 27% revenue increase as AI demand boosts server shipments
MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...
Thursday 7 May 2026
Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration
Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh...
Thursday 7 May 2026
Commentary: The real AI war may be the models nobody sees

The global race in large AI models continues to intensify, with Chinese state-backed capital accelerating its push into the sector. According...

Thursday 7 May 2026
Nvidia, AMD and Intel starve the PC market to feed the AI boom
The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.
Thursday 7 May 2026
China token prices rise while US hyperscalers flood AI infrastructure
Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue...
Thursday 7 May 2026
Arm shifts focus to high-value silicon to bypass mobile growth plateau
The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...