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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.

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 (IPC) maker beyond a traditional IPC supplier profile. Looking to the second quarter of 2026, the company remained cautiously optimistic and said its goal of double-digit full-year revenue growth was unchanged.

Saturday 9 May 2026

Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits

Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March left the following month with little to fill. The drop reflects a familiar quarter-end timing pattern rather than a demand collapse, executives said.

Friday 8 May 2026

Shenmao rides the AI infrastructure boom to record revenue growth

Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia and rising processing fees, drove a sharp acceleration in both revenue and profit during the first quarter of 2026.

Friday 8 May 2026

Column: The sim-to-real problem—why robots that pass every test still fail on the floor

Simulators are robotics' most seductive shortcut. Spin up a virtual environment, generate millions of training trajectories at near-zero cost, tune the weather, reposition the obstacles, and repeat — all without touching a single physical robot.

Thursday 7 May 2026

Automakers face 2029 deadline to deploy quantum-resistant security systems

The opening of Taiwan's annual cybersecurity conference Cybersec 2026 has underscored a rapid global realignment in automotive cyber strategy, as major carmakers race to redefine security frameworks for the quantum era.

Tuesday 5 May 2026

Another Qualcomm exec joins Intel to lead PC and physical AI unit

Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with physical AI applications spanning robotics and AI -enabled devices.

Sunday 3 May 2026

Silicon Motion posts record 1Q26 revenue driven by AI, new products to boost growth

Silicon Motion Technology reported a record quarterly revenue of US$342 million in the first quarter of 2026, up 23% from the previous quarter and soaring 105% year-over-year. The company posted a gross margin of 47.2%, net income after tax of US$53.9 million, and diluted earnings per American depository share (ADS) of US$1.58. CEO Wallace Kou said that ongoing ramp-ups of new projects and market share gains will drive quarterly revenue growth throughout 2026.

Friday 24 April 2026

Liteon startup platform sharpens edge AI ecosystem focus for 2026 growth reset

Liteon's startup platform LITEON+ held its 2026 Demo Day, marking its third year, with a focus on key technologies including edge AI, AI chips, thermal sensing, power conversion, and agentic AI. The event showcased the latest collaboration outcomes between Liteon and global startup partners in advancing human-machine co-creation and real-world industrial deployment.

Friday 24 April 2026

Texas Instruments says edge AI opportunities extend beyond robots

In an April 23 interview, Amichai Ron of Texas Instruments (TI) warned that edge AI will reshape devices worldwide, extending far beyond robotics and driving greater semiconductor demand as AI integrates into long-lived products, implying that global markets must prepare for increased connectivity, sensorization, and chip requirements, along with regulatory and logistical adjustments.

Friday 24 April 2026

Taiwan expands industry collaboration to advance unmanned vehicle R&D

Taiwan's military-industrial sector, led by the National Chung-Shan Institute of Science & Technology (NCSIST), recently signed a memorandum of understanding (MOU) with Taiwan's Industrial Technology Research Institute (ITRI) to accelerate the development of unmanned technology.

Wednesday 22 April 2026

China's humanoid robot makers eye RISC-V over Nvidia Jetson

At the second humanoid robot half-marathon held in the Beijing Economic-Technological Development Area (E-Town), several "Linglong 2.0" humanoid robots powered by a RISC-V AI CPU — the K3 chip — completed the race, standing out as one of the event's key technical highlights.

Tuesday 14 April 2026

Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization

At the recently concluded GITEX AI Asia conference, executives from Nokia, AI chip innovator Blaize, and Indonesian telecom provider Datacomm discussed the evolution of AI infrastructure. In an exclusive interview with DIGITIMES, they highlighted that while training remains centralized in low-cost remote locations, inference architectures are rapidly shifting toward edge decentralization to enhance response times and data sovereignty.

Tuesday 14 April 2026

Exclusive: Edge AI inference set for 10x growth; Nokia, Blaize advance hybrid AI compute

As generative AI demand shifts from centralized cloud training to edge inference, Nokia and AI chip startup Blaize have expanded their partnership in Singapore, unveiling a full-stack solution for hybrid heterogeneous computing at GITEX AI Asia.

Tuesday 14 April 2026

Microsoft plans Copilot overhaul with OpenClaw-like agentic features to win over enterprise clients

Microsoft is developing new OpenClaw-like features for its AI assistant Copilot, according to The Information. The updated tool would be targeted at enterprise customers as a safer version of the popular – but famously risky – OpenClaw agent that has shaken the AI industry in recent months.

Tuesday 14 April 2026

Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%

Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across key market segments.

Tuesday 14 April 2026

Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26

Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected in the fourth quarter of 2026, where "even money can't buy stock." To secure inventory amid this tight market, Phison has broken its no-debt tradition by launching a syndicated loan in March and plans to issue US$800 million in Euro-convertible bonds (ECB), targeting over NT$43 billion (US$1.4 billion) in total fundraising for 2026.

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.

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

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.

Wednesday 1 April 2026

Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to CNY68 billion (approx. US$9.87 billion). Growth slowed sharply from 22.4% in 2024, leaving revenue just below its 2020 peak of CNY891.4 billion and raising the bar for further expansion, analysts cited by Chinastarmarket.cn said.

Tuesday 31 March 2026

MediaTek and Airoha deepen telecom open-source platform to challenge Broadcom, Qualcomm in edge AI

Airoha announced on March 30, 2026, that it has expanded the adoption of open-source systems in networking communications, becoming the world's first fiber broadband chip platform vendor to integrate three major open-source systems—OpenWrt, RDK-B, and prplOS—into its own network chips.

Tuesday 31 March 2026

South Korea's ENERZAi partners with Advantech to expand global edge AI market

South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech to broaden its global edge AI footprint. Leveraging Taiwan's comprehensive hardware supply chain, ENERZAi is actively expanding partnerships with Taiwanese semiconductor companies as well as ODMs and OEMs.

Monday 30 March 2026

Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance

As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite planned capacity expansions by various NAND manufacturers in 2027, Kioxia expects no risk of oversupply imbalance due to the rapid growth in AI demand.

Friday 27 March 2026

Adata secures NT$12B syndicated loan to drive expansion, debuts Trusta for edge AI infrastructure

Taiwan's memory module giant Adata Technology has secured a NT$12 billion (US$375 million) syndicated loan led by Bank of Taiwan, strengthening its mid-term working capital while advancing its expansion into enterprise AI infrastructure.

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