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    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
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    NEWS TAGGED 2026
    Tuesday 28 April 2026
    China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints

    Introduction

    Tuesday 28 April 2026
    Taiwan's 2026 exports set to top US$800 billion as AI fuels electronics surge
    Taiwan's exports were forecast to surpass US$800 billion in 2026, driven by strong demand for electronic components and information and audiovisual products tied to artificial intelligence,...
    Tuesday 28 April 2026
    Amkor records strong 1Q26, advanced packaging expected to triple YoY
    Amkor Technology is off to a record start in 2026. First-quarter revenue hit US$1.68 billion, up 27% from the prior year, driven by record performance in AI data center applications...
    Tuesday 28 April 2026
    Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

    Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance...

    Tuesday 28 April 2026
    Macronix returns to profit in 1Q26, citing tighter supply and higher memory prices
    Macronix's return to profitability in the first quarter of 2026 signals supply constraints and stronger memory pricing, with implications for global flash markets and customer supply...
    Tuesday 28 April 2026
    Restocking, cost pass-through lift Eternal Materials to 1Q26 profit gains
    Eternal Materials's stronger March and first-quarter 2026 results signal resilience across global supply chains of synthetic resins and electronic materials. Rising sales, steady margins,...
    Tuesday 28 April 2026
    Celestica reports strong 1Q26 as cloud demand lifts results
    Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
    Tuesday 28 April 2026
    Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder
    Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...
    Tuesday 28 April 2026
    Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
    Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
    Tuesday 28 April 2026
    Wuhan unveils US$38 billion plan; YMTC and XMC lead memory expansion
    China's central tech hub Wuhan has unveiled its 2026 major project plan, targeting 355 city-level projects with total investment exceeding CNY260 billion (approx. US$38.1 billion).
    Tuesday 28 April 2026
    Rising component costs push Chinese phone makers to speed product cycles and favor high-end models
    Chinese smartphone manufacturers accelerated product cycles in response to rising upstream component costs and weak sales, as memory price increases in 2026 squeezed margins and prompted...
    Tuesday 28 April 2026
    Cadence signals strong start to 2026 as AI drives growth across EDA and IP

    Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor...

    Tuesday 28 April 2026
    Taiwan payment firm targets small merchants to push non-cash transactions past NT$10 trillion
    Systex Fintech said it will focus on onboarding small merchants who currently transact in cash to help drive the island's non-cash transaction value from NT$6 trillion in 2023 toward...
    Tuesday 28 April 2026
    Strong demand and advanced packaging execution drive Amkor's upbeat quarter
    Amkor Technology reported a strong start to 2026, with management attributing the performance to robust demand across multiple end markets and continued execution in advanced packa...
    Tuesday 28 April 2026
    Kakao Mobility launches Level 4 robotaxi, scales AI mobility platform
    South Korea's leading mobility platform, Kakao Mobility is accelerating the commercial rollout of Level 4 autonomous driving, placing artificial intelligence at the center of a "physical...
    1/180 pages
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook