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Thursday 8 January 2026

Nvidia overhauls server design as Vera Rubin gears up for volume shipments

Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering overhaul for Nvidia, involving significant changes to assembly and manufacturing processes with deeper direct involvement from the company.

Thursday 8 January 2026

Qisda reports December revenue rise; full-year growth despite quarterly decline

Qisda announced consolidated revenue of NT$19.028 billion (approx. US$604 million) for December 2025, a 1% increase compared to the same month in 2024 and a 16% rise from November 2025. The company's fourth-quarter revenue totaled NT$52.46 billion, down 3% year over year but stable sequentially. Full-year consolidated revenue in 2025 reached NT$208.2 billion, up 3% from 2024.

Thursday 8 January 2026

CES 2026: Nvidia CEO reveals three key investment directions

Nvidia recently acquired Groq's technology license and integrated its core technical team, sparking curiosity about the chip giant's investment philosophy. At CES 2026, Nvidia CEO Jensen Huang outlined the company's three main investment focuses that guide how it deploys its abundant cash reserves.

Thursday 8 January 2026

Taiwan outlines strategy to bolster semiconductor and AI industries in 2026

The Taiwanese Executive Yuan's 2026 Science and Technology Advisory Meeting concluded with Taiwan's top technology firms represented by new leaders, including TSMC's Cliff Hou and MediaTek's Rick Tsai. President Ching-te Lai emphasized that 2026 marks a critical year to strengthen Taiwan's semiconductor capabilities and advance AI projects alongside the biotech, defense, and SME sectors.

Thursday 8 January 2026

Precious metal rally tightens electronics supply chains as silver price surge lifts component costs

Market analysts have identified 2025 as a potential "super bull market" year for precious metals, driven by a complex mix of geopolitical tensions and supply-demand imbalances. Prices of silver, platinum, palladium, gold, and copper rose sharply throughout the year, with bullish momentum expected to extend into 2026. This upswing is having notable ramifications on the electronic components supply chain, particularly affecting cost structures.

Thursday 8 January 2026

CES 2026: Taiwanese firms showcase AI-driven healthcare, SSBs, Wi-Fi 8, and breakthrough wearable innovations

At CES 2026, Taiwanese firms highlighted how artificial intelligence (AI), advanced connectivity, and next-generation energy technologies are rapidly converging to reshape healthcare, mobility, and everyday life. From AI-powered virtual twins and non-invasive medical wearables to solid-state batteries (SSBs) and Wi-Fi 8 connectivity, the exhibition underscored a shift from concept-driven innovation to real-world deployment and commercialization across global industries.

Thursday 8 January 2026

AI helps offset year-end seasonal factors; Yageo's 4Q25 revenue hits record high

Taiwan-based passive components giant Yageo announced its preliminary consolidated revenue for December 2025, which showed both year-over-year and month-over-month growth, setting a new single-month record in company history.

Thursday 8 January 2026

Qisda-backed TSA ramps up pet health alongside human care amid 'fur baby' boom

Taiwan's Qisda Group is accelerating its push into healthcare by backing emerging health brand TSA International, which is preparing to enter the capital markets while scaling a dual-engine strategy spanning human health and pet wellness.

Thursday 8 January 2026

Largan likely to address CPO developments at January 8 conference call

Largan Technology, a leading supplier of optical lenses, will hold its investor conference on January 8, drawing significant market interest following its December 2025 consolidated revenue of NT$5.617 billion (US$178 million), a 6% increase from the previous month. Its annual revenue reached NT$61.148 billion, providing insights into its 2026 outlook.

Thursday 8 January 2026

US container imports expected to decline as tariff uncertainty and oversupply weigh on trade

The US is projected to experience a decline in container imports through major ports in the fourth quarter of 2025, a trend expected to continue into 2026 amid persistent uncertainty surrounding tariffs and trade policies. Maritime research firms foresee global container shipping capacity outstripping demand next year, putting downward pressure on freight rates.

Wednesday 7 January 2026

CES 2026: Lenovo unveils AI super assistant to reshape user experience

Lenovo introduced its most groundbreaking hybrid AI innovations yet at CES 2026, held January 7, 2026, at Sphere in Las Vegas, unveiling a new personal AI super assistant, AI PCs, smartphones, and multiple proof-of-concept devices. These include native-assistant wearables, next-generation enterprise AI infrastructure, and pioneering cross-industry collaborations with entertainment and sports sectors.

Wednesday 7 January 2026

CES 2026: Intel launches 18A Panther Lake processors as PC makers face memory cost pressures

Intel unveiled its new Intel Core Ultra series 3 processors, codenamed Panther Lake, at CES 2026. These are the first AI PC platforms built on Intel's 18A process technology and designed and manufactured in the US. Intel announced that over 200 new devices from global partners will launch based on this widely adopted AI PC platform with a comprehensive worldwide supply.

Wednesday 7 January 2026

CES 2026: Phison leverages DRAM shortage to push AI PC with Nvidia, AMD, Intel

CES 2026 has kicked off amid severe DRAM supply constraints that are driving up PC end-user costs. Phison is promoting its exclusive aiDAPTIV solution, combined with integrated GPU (iGPU) technology to power new AI PCs. Due to cost and supply limitations in PC applications, end users may have to downgrade DRAM specifications. Phison's AI solid-state drive (SSD) solution compensates for performance loss, effectively upgrading systems into AI-capable PCs. At least five PC brands have reportedly partnered with Phison, which plans "strategic supply" support to meet their storage demands.

Wednesday 7 January 2026

CES 2026 lays bare Meta's AI wearables bottleneck in midst of 'unprecedented' demand

Meta utilized the CES 2026 stage to unveil significant enterprise-grade updates to its wearable ecosystem, though the presentation was tempered by a major logistical pivot.

Wednesday 7 January 2026

Indonesia cuts nickel mining quota to support prices, imports needed in 2026

The Indonesian Nickel Mining and Smelting Association (FINI) expects the country's smelters to require 340 million to 350 million tons of ore in 2026, an increase of about 40 million to 50 million tons. According to Reuters, Indonesia holds the world's largest nickel reserves but recently announced plans to reduce its 2026 production quota to bolster prices and increase government revenue.

Wednesday 7 January 2026

CES 2026: Nvidia CEO spotlights humanoid robots, supply chain cites training gaps

Nvidia CEO Jensen Huang used his CES 2026 keynote to focus on agentic AI and Physical AI, outlining how the company is extending AI into systems that operate in the physical world. Supply-chain sources said that humanoid robots are viewed as one development direction for Physical AI, with implications for high-performance microcontrollers; however, training remains constrained by scarce and fragmented data.

Wednesday 7 January 2026

Beijing's dual-use controls test Japan's economic security strategy

China has moved to tighten export controls on dual-use products to Japan. This step could have wide-ranging implications for supply chains spanning advanced materials, electronics, and defense-related manufacturing, while further straining already fragile bilateral relations.

Wednesday 7 January 2026

Apple Face ID veterans' startup Lyte secures US$107 million, wins CES robotics award

Lyte, a robotics startup founded by former Apple engineers behind Face ID technology, has secured US$107 million in funding to advance sensing and visual recognition capabilities in robots, Bloomberg reported. The company aims to improve robots' ability to see clearly and navigate safely.

Wednesday 7 January 2026

Taiwan's Fulltech moves to capture the high-margin glass fiber market due to shortages

As demand for high-end applications such as artificial intelligence and 5G communications continues to build into 2026, concerns are mounting over persistent shortages of glass fiber cloth, a critical upstream material used in copper-clad laminates (CCL) for printed circuit boards. While Japan's Nittobo has moved to expand capacity in an effort to defend its position as the industry leader, Taiwanese manufacturers, including Taiwan Glass, Fulltech Fiber Glass, Baotek Industrial Materials, and Nan Ya Plastics, are racing to capture a larger share of the high-margin market.

Wednesday 7 January 2026

Luxshare invests US$520 million in Vietnam for Meta VR production expansion as demand rises

Chinese electronics manufacturer Luxshare Precision Industry Co. is set to further expand its manufacturing footprint in Vietnam, with a new round of investment focused on virtual reality (VR) devices for Meta Platforms, underscoring Vietnam's growing role in global consumer electronics and immersive device supply chains.

Wednesday 7 January 2026

OpenAI's Gumdrop device aims to break free from Apple, Google grip

OpenAI has transitioned production of its inaugural AI terminal device, codenamed "Gumdrop," from Luxshare Precision Industry Co. to Foxconn, according to sources within the supply chain who revealed the shift. This move marks a critical step as the company moves beyond experimental phases toward mass manufacturing of its hardware product.

Wednesday 7 January 2026

Sysgration targets AI edge computing growth with new production lines and US expansion

Global investment in artificial intelligence (AI) is driving upgrades in cloud and edge computing architectures, and Sysgration aims to capitalize on this trend in 2026. The company expects its battery backup power module (BBU) production line to reach full capacity by year-end, positioning the BBU as a primary growth engine for its AI segment.

Tuesday 6 January 2026

5G and AI demand boost Taiwan's copper wire industry growth

Taiwan's copper wire sector has experienced notable growth since 2021, with output value exceeding NT$200 billion (approx. US$6.36 billion) for the first time, according to the Ministry of Economic Affairs (MOEA). The industry benefits from returns on investment, rising copper prices, and expanding 5G infrastructure.

Tuesday 6 January 2026

CES 2026: AMD unveils Helios rack-scale platform and sets 'AI everywhere' vision

At CES 2026 in Las Vegas, AMD showcased its expanding portfolio of AI-focused products and underlined the company's vision for the future of computing. According to AMD's official press release, the keynote—delivered by chair and CEO Lisa Su—framed the company's roadmap around the theme of bringing "AI everywhere, for everyone," from data centers and PCs to edge devices and embedded systems.

Tuesday 6 January 2026

CES 2026: Spotlights put on companion robots and robotic dogs from Taiwan

Small companion robots and specialized hardware from Taiwan took center stage at CES Unveiled, the traditional media preview that sets the tone for the week's exhibitions.

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