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Thursday 29 October 2026
China's auto supply chain shifts from price wars to value competition
China's cooling auto price war is creating an opportunity for the automotive supply chain to upgrade, as regulators tighten oversight of the new energy vehicle (NEV) industry and curb...
Thursday 29 October 2026
SenseCore captures nearly half of China's neocloud market as heterogeneous chips boost compute efficiency
As Elon Musk predicts that more than 200 new cloud providers, or neoclouds, face impending bankruptcy or acquisition in a global market consolidation, a new report from Frost &...
Thursday 29 October 2026
Samsung targets physical AI as Lee Jae-yong leads robotics push
Samsung Electronics Chairman Lee Jae-yong marked his fourth anniversary as chairman on October 27, 2026, by visiting a robotics research center, where he reviewed humanoid robot technology...
Thursday 29 October 2026
LGD invests in Guangzhou for world's first 111-inch OLED line
LG Display (LGD) is increasing its investment to upgrade its OLED plant in Guangzhou, China, with plans to build the world's first dedicated 111-inch OLED module production line. The...
Thursday 29 October 2026
Taiwan central bank head deems AI bubble crash scenario extreme
Central Bank Governor Chin-long Yang said predictions that the AI bubble will burst in January 2028 represent an extreme scenario, as global cloud service providers (CSPs) face mounting...
Thursday 29 October 2026
AI, semiconductors drive foreign investor gains, weakening Taiwan dollar
Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated...
Thursday 29 October 2026
LG Electronics ties AI cooling and robot plans to new plants and a 2030 humanoid target
LG Electronics used its third-quarter earnings call on October 28 to add physical milestones to its two main AI bets. In data center cooling, it named a US production site and new...
Thursday 29 October 2026
Parade Technologies faces near-term revenue pressure as notebook demand weakens
Parade Technologies expects fourth-quarter revenue to fall as notebook inventory digestion continues, underscoring pressure on the chipmaker's near-term results. The company is relying...
Thursday 29 October 2026
Asus notebook shipments hold steady as commercial PCs offset gaming decline
The global notebook market faces steep cost increases for key components including memory and processors, but Asus is keeping annual shipments relatively stable through its commercial...
Thursday 29 October 2026
Apple ends its touchscreen holdout with OLED MacBook Pro, with Samsung Display reported as sole panel supplier
Apple's first touchscreen Mac reverses a design stance the company defended for more than a decade and is a premium-priced test of whether touch and tandem OLED can lift Mac demand...
Thursday 29 October 2026
Rokid launches full-color AI glasses with microLED display
Chinese smart-glasses maker Rokid unveiled its full-color AI glasses, Rokid Color, in Hangzhou on October 27, alongside the second-generation Rokid Glasses 2 and the Rokid Ring smart...
Thursday 29 October 2026
Taiwan plans carbon fee-ETS dual approach to tackle emissions
Taiwan's carbon pricing system is entering a new phase after collecting its first carbon fees in 2026 from 240 companies and 461 factories, generating approximately NT$4.97 billion...
Thursday 29 October 2026
Anthropic's IPO filing highlights China AI rivalry as model distillation, chip export controls emerge as key risks
US AI startup Anthropic has formally filed for an initial public offering (IPO) with the US Securities and Exchange Commission (SEC), identifying competitive pressure from Chinese...
Thursday 29 October 2026
Satellite industry faces major shake-up as data connectivity set to capture 68% of service revenue by 2035
Global satellite service revenue is projected to grow 44% over the next decade, reaching US$145 billion by 2035, according to the 33rd edition of Novaspace's Satellite Connectivity...
Thursday 29 October 2026
Asus sees commercial PC prices rising nearly 10% in 2H26
Asus expects commercial PC prices in Taiwan to rise nearly 10% in the second half of 2026 after surging almost 30% in the first half, as higher memory and processor costs continue...