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Tuesday 12 May 2026
Nvidia's copper-to-fiber AI shift boosts China's optical plays
Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems....
Tuesday 12 May 2026
Arm's AGI CPU demand surges as supply constraints loom
Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...
Tuesday 12 May 2026
Research insight: Taiwan's auto tech pushes beyond components into autonomous systems
A DIGITIMES Research observation at the 2026 Taipei International Auto Electronics Show found that Taiwan's automotive electronics industry is steadily shifting from supplying individual...
Tuesday 12 May 2026
Commentary: Musk's xAI exit shows Anthropic's AI strength
On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...
Tuesday 12 May 2026
Chenbro expands from AI server chassis into liquid-cooling CDU
Chenbro CEO Corona Chen said strong AI demand is reshaping data center architecture, pushing the company beyond its traditional chassis business into systems, racks, and liquid-cooling...
Tuesday 12 May 2026
Himax targets 2026 rebound on auto DDI and AI glasses momentum
Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher...
Tuesday 12 May 2026
Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

Tuesday 12 May 2026
Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck
As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor...
Tuesday 12 May 2026
Taiwan's cybersecurity market shifts toward managed services as ransomware pressure mounts
For many Taiwanese businesses, cybersecurity still means buying a router and moving on. That gap between perception and exposure has become expensive — and increasingly hard...
Monday 11 May 2026
Transcend chair sees AI memory supercycle
AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...
Monday 11 May 2026
Taiwan ranks among top 20 markets as AI adoption surges, Microsoft says
Microsoft's AI Economy Institute released a global update showing rapid growth in generative AI use since mid-2025 and identifying Asia as the primary engine of recent AI diffusion...
Monday 11 May 2026
Advantech April revenue hits record as edge AI surges
Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC...
Monday 11 May 2026
AI data center spending frenzy ignites Sunon's next cooling windfall

Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is driving strong demand for industrial...

Monday 11 May 2026
Delta Electronics rides AI power, liquid cooling boom to another strong month

Continuing the strong growth trajectory seen in the first quarter of 2026, Delta Electronics maintained robust year-over-year revenue...

Monday 11 May 2026
China's cybersecurity AI charges ahead despite US model lockout
AI is upending the world of cybersecurity, as more capable models and agentic capabilities bring about new ways to exploit vulnerabilities, along with new ways to discover and patch...