CONNECT WITH US
Friday 10 April 2026
China OSATs step up investment drive as AI demand lifts advanced packaging race

China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading players ramping investment to capture rising demand from AI, high-performance computing (HPC), and automotive electronics.

Friday 10 April 2026
Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing
In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology is aggressively expanding into the South Korean market starting this year through its enterprise edge large language model (LLM) platform, Edgestar.
Friday 10 April 2026
Taiwan builds robotics hub in Georgia to deepen US tech ties beyond semiconductors
Taiwan and the United States have rapidly advanced industrial technology cooperation across sectors, from drones to robotics, in recent years. The GeoAsia Foundation recently announced a strategic alliance with Curiosity Lab, an innovation park in Peachtree Corners, Georgia, to establish the Taiwan Robotics Hub in the US city. This initiative aims to leverage bilateral industry strengths to advance AI and robotics technologies and foster a robust Taiwan-US robotics ecosystem.
Friday 10 April 2026
Intel–Google alliance reframes AI infrastructure around CPUs
A newly expanded collaboration between Intel and Google signals a key shift in AI infrastructure: CPUs are back at the center of the conversation. Both companies emphasized that the partnership spans multiple generations of Intel's Xeon processors and includes co-development of custom infrastructure silicon. Financial terms and deployment timelines were not disclosed, but the scope points to a long-term alignment, not a one-off supply deal.
Friday 10 April 2026
Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate
Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information. The figure reflects the rapid adoption of Amazon Web Services' (AWS) in-house silicon portfolio, including Graviton CPUs and Trainium AI accelerators, which are currently sold exclusively through AWS cloud services.
Friday 10 April 2026
Blaize and Nokia expand partnership to validate hybrid AI infrastructure across Asia-Pacific
Blaize and Nokia expanded their partnership to validate and build a hybrid AI infrastructure across Asia-Pacific, promising enterprises more efficient edge-to-cloud AI deployment, scalable production-ready frameworks, and tighter integration of AI inference with network operations, potentially reshaping where intelligence is processed and how real-world systems act on data and delivering measurable outcomes.
Friday 10 April 2026
Samsung's consumer electronics divisions show signs of recovery

Samsung Electronics is beginning to see early signs of stabilization in its Visual Display (VD) and Digital Appliances (DA) divisions, after a period of underperformance. Market estimates suggest the two units have narrowed their losses, with some businesses potentially returning to profitability, helping lift overall results. Yet surging logistics costs and intensifying price competition from Chinese rivals continue to weigh on margins.

Friday 10 April 2026
Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack
Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with the matter. "The plans are in early stages, and the company may still decide only to buy AI chips and not design any," Reuters reported, adding that the startup has not yet committed to a specific architecture or assembled a dedicated semiconductor team.
Friday 10 April 2026
Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands
CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation artificial intelligence (AI).
Friday 10 April 2026
Hyundai targets US 'Southern MIT' talent; Taiwan risks falling behind in humanoid robotics?

As the US and China compete for leadership in humanoid robotics, Taiwan faces a critical decision about how to position itself in the industry's next phase. Experts say future robotics development will hinge on the integration of hardware, computing power, and ecosystems. Taiwanese firms, with established strengths in AI hardware, are expected to serve as key partners to the US, while their role in the humanoid robotics supply chain could begin to take shape within five years.

Friday 10 April 2026
Alibaba's Qwen tops Korea's AI benchmark
Alibaba's Qwen models occupy the top four positions on South Korea's K-AI Leaderboard, overtaking domestic AI models from LG AI Research, SK Telecom, and Naver.
Friday 10 April 2026
Swancor eyes dual-engine growth on AI robotics and aerospace composites
Swancor Holding reported first-quarter 2026 revenue of NT$190 million (US$5.99 million), marking a pivotal shift in its business mix as its AI robotics segment crossed NT$10 million in revenue for the first time. Alongside strengthening aerospace composite orders and phased capacity expansion, the company is steadily advancing toward a dual-engine growth model driven by robotics and advanced materials.
Friday 10 April 2026
AUO eyes CPO and LEO satellites as Innolux pushes FOPLP growth
AUO and Innolux are accelerating their expansion beyond traditional display panels, with Innolux's non-display revenue surpassing 51% in 2025, mainly driven by automotive applications. AUO also aims to obtain a non-display revenue share exceeding 50% in 2026.
Thursday 9 April 2026
Blaize, Nokia advance hybrid AI deployment with joint showcase at GITEX Asia

Blaize and Nokia are advancing their collaboration on hybrid artificial intelligence (AI) infrastructure, moving toward real-world deployment through joint validation efforts and a combined solution showcase at GITEX Asia 2026 in Singapore.

Thursday 9 April 2026
Column: Embodied AI reshapes real-world automation marks ChatGPT moment for robots
Large language models (LLMs) have demonstrated three surprising capabilities in recent years: generalization—providing reasonable answers to unseen questions; multitasking—handling programming, translation, financial analysis, and legal interpretation within a single model; and reasoning—breaking down complex problems into stepwise solutions. Together, these abilities have triggered a paradigm shift in the digital world.
Thursday 9 April 2026
Aspeed and ASMedia propelled to top IC design ranks
Although Taiwanese firms have largely missed the core AI chip development battlefield, a few with critical technological barriers have broken through—most notably Aspeed and ASMedia. These two companies boast remarkable profitability and capital market performance that even outpace MediaTek, Taiwan's largest IC design firm. Significantly, their founding management teams mostly originated from the once-dominant PC chipset giants Silicon Integrated Systems (SiS) and VIA Technologies.
Thursday 9 April 2026
Meta launches Muse Spark to champion next-gen AI assistant
Meta Platforms has unveiled Muse Spark, the first AI model from its newly formed Meta Superintelligence Labs, marking a major step in its efforts to regain momentum in an AI race dominated by OpenAI, Anthropic, and Google, according to Reuters. Internally code-named Avocado, the model is designed to be small, fast, and efficient yet capable of handling complex tasks in science, math, and health.
Thursday 9 April 2026
Alibaba and Meta retreat from open-source AI
Alibaba and Meta are both recalibrating their artificial intelligence strategies, with recent product decisions pointing to a broader industry shift toward closed or hybrid models — even among companies long associated with open-source development.
Thursday 9 April 2026
GITEX AI Asia opens in Singapore as focus shifts to infrastructure, deployment

Artificial intelligence is entering a more infrastructure-driven phase, as companies at GITEX Asia 2026 highlighted growing constraints around compute, energy and hardware supply during the event's opening in Singapore.

Thursday 9 April 2026
Alibaba tightens AI strategy with CEO-led committee and executive reshuffle

Alibaba is restructuring its artificial intelligence (AI) leadership, forming a new CEO-led technology committee and streamlining executive responsibilities in a bid to accelerate innovation and stay competitive in China's fast-moving AI race.

Thursday 9 April 2026
Phison Electronics sees AI-driven demand surge, downplays retail memory price swings
Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high for a single month. Consolidated revenue for the first quarter of 2026 reached NT$40.97 billion, a 196% year-over-year increase, also marking a record high.
Thursday 9 April 2026
Microloops rides AI boom, aims to double 2026 revenue
Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant growth in cooling product shipments related to artificial intelligence (AI) servers. This is expected to boost the share of AI-related cooling products in overall revenue quarter by quarter.
Thursday 9 April 2026
Winmate eyes 2026 growth amid rising defense and edge AI demand
Winmate, an industrial PC (IPC) provider, has reported record-high revenue for March 2026 as global defense projects accelerate procurement and delivery schedules alongside growing demand for edge AI computing platforms. The company is actively preparing materials and ramping up production for the second half of 2026, maintaining an optimistic outlook for full-year 2026 growth.
Thursday 9 April 2026
Nvidia demo highlights China's role in humanoid robot hardware

Nvidia, Google, and Tesla are driving the humanoid robotics race, but competition is shifting to the hardware supply chain. The US leads in AI models and advanced chips, while China's manufacturing ecosystem is becoming central to global humanoid robot production.

Thursday 9 April 2026
LinkCom sees 11% revenue drop in 1Q26 as DRAM shortage hits networking market
Magnetic component maker LinkCom Manufacturing reported that its revenue for the first quarter of 2026 fell by over 11% year-over-year, mainly due to the indirect impact of a supply-demand imbalance in the DRAM market, dampening short-term orders from network communication customers. The company has also been strategically optimizing its wireless charging business during this period.