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Thursday 14 May 2026
Memory supply crunch pushes Phison to historic earnings
Phison Electronics posted record earnings in April as the artificial intelligence boom and tightening NAND flash supply drove memory prices sharply higher, underscoring the growing influence of AI demand across the semiconductor storage industry.
Thursday 14 May 2026
AI chip boom drives record growth for Taiwan testing firm MPI
With surging demand for artificial intelligence, high-performance computing, and custom AI chips, MPI Corporation said strong momentum in semiconductor testing equipment and testing interface products drove another record quarter, underscoring the rapid expansion of AI-related chip validation demand across the industry.
Thursday 14 May 2026
QBit Semiconductor targets edge AI growth as copier chips turn oligopolistic
IC design firm QBit Semiconductor will list on the Emerging Stock Board on May 15, 2026, and chairman Simon Shen, a former Kinpo executive, said the debut marks a new milestone for the company and underscores a promising growth outlook.
Thursday 14 May 2026
Pegatron 1Q26 earnings fall more than 60% amid off-season, eyes stronger 2Q26 on AI PC demand
Pegatron announced its first-quarter 2026 financial results on May 13, with profit down more than 60% compared with the same period a year earlier, while earnings per share (EPS) hit its lowest level for the same period in nearly seven years.
Thursday 14 May 2026
Analysis: Android AI upgrade underscores China's self-contained smartphone AI ecosystem and limited spillover impact
Google announced Gemini Intelligence in the US on May 13, further integrating Gemini's AI capabilities into Android. The move pushes Android from a traditional operating system toward a "smart system," but in China, local AI ecosystems leave little room for Gemini Intelligence to gain traction.
Thursday 14 May 2026
Appier posts record 1Q26 revenue and profit, lifts 2Q26 outlook
Appier, an AI-native Agentic AI-as-a-Service company, reported on May 13 that first-quarter 2026 revenue and profit reached record highs and that it expects second-quarter 2026 results to exceed prior guidance as scaled Agentic AI deployments expand operating leverage. The firm said the strong start to the year was driven by go-to-market execution across key verticals and broader adoption of Agentic AI, which it said laid a firmer foundation for profitability.
Thursday 14 May 2026
Google pivots to Gemini Intelligence, linking AI with premium hardware
Google's The Android Show 2026 reframed its Android and AI strategy around Gemini Intelligence, signaling a shift toward premium hardware as the primary battleground for AI. The move integrates Gemini across devices and partners, aligning Google with an Apple-like model that places the hardware layer at the center of AI rollout.
Thursday 14 May 2026
Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models
The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and rely instead on compensation-driven workforce stability. Industry observers say the Samsung conflict reflects broader tensions over profit sharing during the AI-driven semiconductor upcycle, while Taiwan's tech sector continues to favor high mobility and individual incentives over collective bargaining.
Thursday 14 May 2026
ASMedia reports record profit as it expands beyond PC chips into AI and automotive
Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring early gains from its shift beyond PC connectivity chips into custom silicon, artificial intelligence infrastructure, and automotive electronics.
Thursday 14 May 2026
Khgears deepens robot supply chain role as smart transmission tops 10% of revenue
Khgears International said it has expanded its robot-related supply chain presence, with smart transmission products accounting for more than 10% of revenue in the first quarter of 2026. The company reported consolidated revenue of NT$784 million (US$24.87 million) and net profit after tax of NT$125 million for the period. Executives disclosed that humanoid robots have yet to generate revenue. Still, three development projects are currently underway for customers in Taiwan, China, and the US, with sample testing and prototype deliveries planned throughout 2026.
Thursday 14 May 2026
Samsung and SK Hynix rush to expand capacity as AI memory demand soars
The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.
Thursday 14 May 2026
Cisco accelerates AI push with Silicon One gains and major restructuring plan
Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers. The company significantly raised its full-year outlook for AI-related infrastructure orders. It announced a major restructuring plan to reallocate human and financial resources toward high-growth technologies, including proprietary silicon and optics.
Thursday 14 May 2026
Alibaba faces mounting margin pressure as AI investments accelerate
Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud growth accelerates. While investors welcomed strong AI-related momentum and rising cloud revenue, several research firms said heavy infrastructure spending and weaker-than-expected earnings underscored the mounting costs of Alibaba's ambitious AI expansion.
Thursday 14 May 2026
Tencent eyes Chinese ASIC ramp in 2H26
Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot toward artificial intelligence (AI) and stabilized growth in its core gaming and advertising segments. Company executives highlighted the quarter as a turning point, noting "significant initial progress on our new AI products" while continuing to integrate machine learning across existing business lines.
Thursday 14 May 2026
Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its compute supply chain without abandoning existing suppliers. The listing arrives amid OpenAI's ongoing legal dispute with Elon Musk.
Thursday 14 May 2026
Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities from pure electric-vehicle expansion toward artificial intelligence, robotics, and semiconductor self-sufficiency.

Thursday 14 May 2026
Microloops posts record first-quarter profit as AI server cooling drives growth
Microloops reported record revenue and profit for the first quarter of 2026, driven by sustained demand for AI server cooling products that accounted for 60% of sales, the company announced. The thermal module maker said the strong AI-related mix lifted scale and profitability even as revenue slowed at the start of the second quarter.
Wednesday 13 May 2026
Inventec sees strong AI, general-purpose server demand through 2028
Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are expected to grow through 2028. The company also plans to double capital expenditure in 2026, focusing on expanding production sites to meet customer demand.
Wednesday 13 May 2026
Commentary: AI server ODMs face margin squeeze as memory costs soar
As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue without lifting manufacturing fees at the same pace, leaving original design manufacturers (ODMs) facing lower gross margins as assembly orders grow.
Wednesday 13 May 2026
AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook
ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI server deployments.
Wednesday 13 May 2026
Anthropic in talks to acquire Stainless, SDK startup serving Google and OpenAI
Anthropic is reportedly in advanced talks to acquire Stainless, a startup that builds software development kits for AI companies, including Google and OpenAI. The deal could value Stainless at over US$300 million, according to The Information.
Wednesday 13 May 2026
TECO expands into AI data centers with Malaysia acquisition deal
Taiwan-based industrial manufacturer TECO Electric & Machinery said on May 12 that its board had approved the acquisition of Malaysian engineering firm Dynaciate Engineering Sdn. Bhd. for about RM200 million (approx. US$50.8 million), in a deal expected to close in August 2026. After completion, TECO will gain controlling ownership, with revenue and earnings from the acquired company expected to begin contributing to consolidated results in the second half of 2026.
Wednesday 13 May 2026
Altasec deepens edge AI imaging push into Europe and US security markets
Altasec Technology, a smart security and control solutions provider founded in 2011, will list on Taiwan's Emerging Stock Board on May 14 as it moves to capture demand from AI applications and expand further into the European and US security markets.
Wednesday 13 May 2026
China's fiber optic giant unveils world's largest preform for AI data center boom

China's Fiberhome Telecommunication Technologies has unveiled what it claims is the world's largest optical fiber preform, highlighting China's accelerating push to strengthen its position in AI-driven optical networking and high-speed data infrastructure.

Wednesday 13 May 2026
Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only for its implications for trade, technology controls, and geopolitics, but also as a key signal of how both sides are reassessing the remaining areas where cooperation may still be possible.