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Friday 30 October 2026
Silicon Motion posts fourth straight revenue record, eyes 100% 2026 growth
Silicon Motion Technology reported third-quarter 2026 revenue of about US$560 million, marking a record high for the fourth consecutive quarter. Revenue rose 24% quarter-over-quarter...
Friday 30 October 2026
China AI stock bubble bursts as STAR 50 plunges 40%, erasing billions in market value
Chinese AI, robotics, and semiconductor stocks have suffered a steep sell-off in less than four months, casting a shadow over Beijing's push to achieve global technology leadership...
Friday 30 October 2026
Taiflex, E Ink accelerate PTFE development for AI connectivity materials
Flexible copper-clad laminate (FCCL) maker Taiflex Scientific announced on October 28 that its board had approved a memorandum of understanding with global e-paper leader E Ink Holdings...
Friday 30 October 2026
Elite Material posts record 3Q26 revenue on AI demand
Elite Material Co. (EMC), a copper-clad laminate (CCL) maker, reported record third-quarter 2026 revenue of NT$60.88 billion (US$1.875 billion), driven by strong demand for high-end...
Friday 30 October 2026
Analysis: Can Kazakhstan really be Europe's AI factory?
Nvidia CEO Jensen Huang's visit to Kazakhstan highlights a widening contest over AI computing capacity, as Europe seeks alternatives to infrastructure concentrated in the US and Asia...
Thursday 29 October 2026
Qisda's commercial drones enter production as physical AI expands its growth strategy
Qisda President Cally Ko said future infrastructure supporting autonomous physical AI would evolve beyond simply providing connectivity and power to also deliver sensing, computing,...
Thursday 29 October 2026
DeepSeek, Moonshot accused of distilling OpenAI's Astra
Chinese AI developers DeepSeek and Moonshot AI reportedly used outputs from OpenAI's GPT-6 Astra to train their latest models, raising questions about how US companies can protect...
Thursday 29 October 2026
Server CPU shipments set to surge 46% in 2027, with AMD eyeing revenue crown
Global server CPU shipments are projected to surpass the 50 million-unit milestone for the first time in 2027, reaching 52.6 million units as demand accelerates alongside the industry-wide...
Thursday 29 October 2026
Marvell reportedly in advanced talks to acquire Lumentum in AI optics deal
Marvell Technology is in advanced talks to acquire data-center optical component maker Lumentum Holdings, people familiar with the matter said, in what could become a major AI hardware...
Thursday 29 October 2026
Nvidia under probe by US justice officials over Hugging Face acquisition
The US Department of Justice (DOJ) is reviewing how Nvidia's acquisition of Hugging Face could affect competition in the AI industry, while a years-long antitrust investigation continues...
Thursday 29 October 2026
UMC targets 10% ASP growth in 2027 as AI revenue share heads toward 25% within three years
United Microelectronics Corporation (UMC) expects wafer foundry pricing to continue rising in 2027, with CEO Jason Wang projecting approximately 10% year-over-year growth in the company's...
Thursday 29 October 2026
CXMT to start HBM3E production despite low yields amid tight domestic market
ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This...
Thursday 29 October 2026
Commentary: China's luxury cars reshapes market, causing global brands to lose ground
China's luxury car market is undergoing a major brand reshuffle. BMW, Mercedes-Benz, Audi, and Porsche all recorded significant sales or delivery declines in China in the third quarter...
Thursday 29 October 2026
Starlink V3 rollout lifts Win Semiconductors' 2027 satellite outlook as optical communications ramp up
SpaceX's Starship super-heavy rocket completed its 14th test flight on September 28, successfully reaching Earth orbit and deploying 26 next-generation Starlink V3 satellites. A 15th...
Thursday 29 October 2026
Taiwan's Ministry of Environment deploys digital twin to simulate urban cooling
Taiwan's Ministry of Environment (MOENV) will establish an urban forestry smart governance demonstration site around National Taipei University of Technology and the cultural site...