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Taiwan notebook industry, 2Q 2026

Qisda eyes AI infrastructure as fastest-growing business opportunity

Pegatron stocks AI server parts early as shortages spread through supply chain

Pegatron profit surges on AI server shipments and stronger product mix

Samsung delays High-NA EUV adoption until 1nm production in 2030

LandMark Optoelectronics posts surge in profit on silicon photonics demand

Asus raises server outlook as AI demand lifts record second quarter results

Asus projects up to 150% server growth as AI demand lifts results

SK Hynix expands EUV roadmap with High-NA tools and PSM adoption

South Korea plans new sovereign wealth fund to back AI, robots, supply chains

Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030

ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%

Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation

Pegatron sees 2026 server growth beat expectations

LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion

Electric Vehicles

Samsung SDI-GM battery reset shows how ESS is reshaping the US EV supply chain

Electric Vehicles

LG Chem reportedly wins cathode supply deal for Hyundai-LG Energy Solution's US battery venture

Electric Vehicles

Tencent starts paying for AI in cash, core business is covering the bill

Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business

Tencent steps up AI infrastructure spending as compute costs cut into near-term profit

Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year

Honor's Robot Phone launch signals a bigger bet: turning smartphones into AI hardware

Home Tech Communications

ByteDance's speed-first approach exposes a split with Apple's ecosystem control

Amanda Liang, Taipei

Dec 29, 2025, 07:41 0

Credit: AFP

The development paths for artificial intelligence (AI) integration in smartphones are diverging as ByteDance extends its collaborations with multiple brands, while technology giants Apple Inc...

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EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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