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Wednesday 8 April 2026
AI server cooling demand boosts heat sink makers' growth outlook
Heat sink manufacturers continue to benefit from the surge in AI-driven server growth, with Asia Vital Components (AVC), Auras, and Jentech all posting record-high revenues in March 2026. Liquid cooling solutions are the main driver behind this momentum. Industry players note that liquid cooling units command average prices several times higher than air-cooling modules. As 2026 is set to be the inaugural year for widespread liquid cooling adoption, its share will keep rising, ensuring strong growth momentum throughout 2026.
Wednesday 8 April 2026
US-China tech clash over chips intensifies ahead of summit, with global supply-chain implications
As US and Chinese leaders prepared for a mid-May summit, proposed US export controls on semiconductor equipment under the MATCH Act and China's sharp state-media rebuttal signaled heightened tech tensions with far-reaching global supply-chain implications. Analysts have characterized the moves as pre-summit leverage that could reshape chip manufacturing and trade flows.
Wednesday 8 April 2026
Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple downstream customers significantly revising their order forecasts upwards after the Lunar New Year holidays. DapuStor highlighted that QLC SSDs are becoming a key trend for North American and Chinese cloud service providers (CSPs) to ease cost and capacity pressures. Its 245TB product has officially reached customer sampling stages.
Wednesday 8 April 2026
Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass production at scale. Output doubled from 5,000 units at the end of 2025 within three months. While Tesla's Optimus timeline remains under scrutiny, China's humanoid robot push is already scaling, led by AgiBot, Unitree Robotics, and Ubtech Robotics in an emerging three-player structure.

Wednesday 8 April 2026
Apple leverages supply chain advantage to boost market share despite AI lag
As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly debuting early in the quarter. Despite varying views on Apple's AI progress, the company's core strategy for 2026 remains consistent with 2025: aggressively pursuing market share by attracting new users through strong price-performance ratios across smartphones and PCs.
Wednesday 8 April 2026
Corning to showcase breakthrough tech at Touch Taiwan 2026
Corning will present materials and connectivity innovations at Touch Taiwan 2026 in support of global AI infrastructure, semiconductor packaging, and consumer electronics supply chains, signaling potential shifts in how data centers, displays, and automotive interiors are designed and manufactured in the years ahead.
Wednesday 8 April 2026
Chicony Power eyes 2x growth in 2H26 communication power supply on notebook orders, satellite demand
Power supply manufacturer Chicony Power Technology reported on April 7 that its unaudited consolidated revenue for March 2026 reached NT$882 million (approx. US$27.6 million), up 35.92% sequentially, with first-quarter 2026 performance also meeting expectations.
Wednesday 8 April 2026
China's first dedicated supply chain security law raises the compliance stakes
On March 31, Chinese Premier Li Qiang signed Order No. 834 issued by the State Council, which was officially released on April 7 as the Regulations of the State Council on Industrial Chain and Supply Chain Security (hereinafter referred to as the Regulations). The Ministry of Justice released detailed explanations publicly, and the Regulations took immediate effect upon release.
Wednesday 8 April 2026
Nvidia moves to build US$10B AI empire, one acquisition at a time
Since the generative AI (GenAI) boom, Nvidia has leveraged its near-monopoly on AI GPUs to drive explosive profits, with free cash flow reaching US$96.5 billion in fiscal 2026. Coupled with two prior cryptocurrency mining surges in 2017 and 2019, Nvidia's decade-long cash hoard has fueled aggressive acquisitions and investments. Starting with a US$20 billion deal announced in late 2025 to acquire AI chip startup Groq, followed by a recent US$2 billion investment in Marvell, Nvidia is rapidly expanding its moat built on CUDA and GPU technology.
Wednesday 8 April 2026
Arm reportedly plans to sell AGI CPUs in China despite core licensing ban
Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing directly with Advanced Micro Devices (AMD), Ampere, and Intel.
Wednesday 8 April 2026
Humanoid robots drive tactile sensor development as Taiwan firms vie for differentiation
Labor shortages in the service sector are more severe than in manufacturing. This, coupled with its largely unstructured environments, makes it a market urgently keen on adopting AI robots. However, current AI robots still face limitations, including insufficient physical data and the ability to perceive real-world environments—key factors determining whether robots can effectively solve on-site problems.
Tuesday 7 April 2026
UBTech sees losses and margins improve as humanoid robots drive 40% of revenue
Chinese humanoid robot maker UBTech significantly improved its overall gross margin and reduced losses in 2025, with full-size embodied intelligent humanoid robot sales soaring by more than 2200% year-on-year to CNY820 million (US$119 million), becoming the company's largest revenue source.
Tuesday 7 April 2026
MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC
Amid soaring memory prices, manufacturers have repeatedly lowered 2026 shipment targets for smartphones, PCs, and other consumer electronics, triggering a ripple effect across the supply chain. Recently, reports emerged that major Chinese smartphone brands are scaling back purchases of processors, forcing MediaTek and Qualcomm to reduce their subsequent orders with TSMC, with estimated cuts of 10-15% in wafer starts on 4/3nm processes.
Tuesday 7 April 2026
Foxconn posts strong March revenue, expects 2Q26 growth despite seasonal trends
Foxconn reported a robust consolidated revenue of NT$803.7 billion (approx. US$25.1 billion) in March 2026, driven by sustained demand for AI cloud products and restocking across all major product lines after the Lunar New Year. The company's four key categories showed month-over-month gains, with AI cloud servers continuing to be the primary growth engine, while the company's consumer smart device and computer terminal businesses benefited from new product launches and renewed momentum.
Tuesday 7 April 2026
Exclusive: Apple reportedly shifts over 40% of MacBook production to Vietnam, including new budget Neo model
Industry sources reveal that in response to geopolitical risks, major brands have increasingly diversified their manufacturing outside China. Apple has already transferred more than 40% of its MacBook production capacity to Vietnam, incorporating the recently launched MacBook Neo into local assembly lines.
Tuesday 7 April 2026
Formosa Plastics denies cutting PE supply amid US-Iran conflict, confirms March output increase
Impacted by the conflict in the Middle East, Taiwan has recently reported a shortage of plastic bags, raising questions about whether Formosa Plastics Group deliberately reduced production and stockpiled raw materials to drive up prices in the plastic pellet market.
Tuesday 7 April 2026
AMT expands into medical and e-paper amid geopolitical uncertainty
Industrial touch panel maker Apex Material Technology (AMT), whose core business spans industrial control and medical applications, accounting for up to 90% of its operations, will continue to deepen its presence in the medical and energy-efficient e-paper sectors in 2026. Following shipments of over 10,000 e-paper units in 2025, volumes are expected to grow further in 2026, contributing to tangible revenue and profit gains. The company noted that despite headwinds such as geopolitical conflicts and rising material costs, both revenue and operating margin in 2026 are expected to remain in line with 2025 performance.
Tuesday 7 April 2026
Acer's smart mobility sector to hit double-digit growth in 2026
Acer's smart mobility strategy is beginning to show results. The company expects the overall industry to rebound in 2026 and anticipates its smart mobility to expand, with full-year growth likely reaching double digits. Key growth markets will be the US and Canada, while opportunities in electric motorcycles and e-bikes are also promising in the Asia-Pacific region. However, despite being a large e-bike market, China is not a current target due to intense competition.
Monday 6 April 2026
Out of this world: Taiwan's supply chain sets sights on orbital data centers
The surge of generative artificial intelligence is reshaping not only computing power but also the very geography of data centers, extending their reach beyond Earth's atmosphere. In recent years, SpaceX has steadily expanded its low-Earth orbit satellite deployments and submitted a new round of satellite plans to the Federal Communications Commission (FCC).
Monday 6 April 2026
India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs

India is accelerating its push to build a self-reliant electronics and semiconductor ecosystem, approving new component projects, supporting local display and chip manufacturing, and tightening market access for Chinese products, as rising investments, policy incentives, and global partnerships position the country as an emerging hub in the global supply chain.

Sunday 5 April 2026
Taiwan's plan to bring AI into traditional manufacturing heartland
Taiwan has long been synonymous with semiconductors and high-tech electronics, but the bulk of its industrial base tells a different story. The country's traditional manufacturing sector — spanning metalworking, textiles, chemicals, and plastics — comprises more than 90% of all manufacturing activity, with 85,300 companies employing 2.08 million people, according to Ministry of Economic Affairs (MOEA) Deputy Minister Chin-tsang Ho.
Saturday 4 April 2026
Taiwan-Silicon Valley start-up Anvil Robotics aims to scale intelligent machines
Operating across Taiwan and Silicon Valley, the artificial intelligence start-up Anvil Robotics said on April 2 that it had raised US$6.5 million in seed funding, led by Matter Venture Partners, a Silicon Valley investor focused on semiconductors, robotics, and advanced manufacturing. The company said the funds would be used to accelerate development of its "physical AI" infrastructure platform and expand into global markets.
Saturday 4 April 2026
How second-tier powers are bypassing big tech via Taiwan

The global AI narrative is often reduced to a struggle between US- and China-based tech giants. However, a quieter yet more significant movement is emerging among second-tier industrial powers. During a recent lecture, DIGITIMES chairman Colley Hwang spoke about how nations such as Germany, Japan, France, and Canada are increasingly focused on building sovereign AI.

Friday 3 April 2026
J-mex accelerates IMU motion capture tech to lower robot training costs
The current lack of real-world physical data for humanoid robots means they still require substantial training costs. Recognizing this business opportunity, J-Mex, which specializes in motion capture technology, has in recent years been actively entering the humanoid robot supply chain. It is now a partner in Nvidia's ecosystem and has recently announced a collaboration with Techman Robot to accelerate the deployment of physical AI.
Friday 3 April 2026
Taiwan pushes ahead with AI and tech agenda even as budget deadlock threatens fiscal paralysis
Taiwan sits at a rare intersection of economic momentum and political gridlock. The island's economy expanded 8.68% in 2025, exports hit a record US$640.75 billion, and per capita GDP is closing in on the US$40,000 threshold — largely on the back of booming global demand for AI chips and semiconductor capacity. Yet while Taiwan's technology industry is firing on all cylinders, its legislature remains deadlocked over the government's spending plan.